Odoo Sales Features With Best Guidance
Odoo Sales Features : Businesses can manage their sales activities with one comprehensive solution thanks to Odoo’s Sales application. Sales teams may simply manage their operations and simplify their processes with tools like email gateways, customer portals, sales orders and invoicing management, and quotation building. Along with a product configurator and unit of measure management, the program also provides tools for managing items, discounts, shipping, and coupons, enabling firms to tailor their sales process to their own requirements.
Businesses may obtain important insights into their sales performance with the help of this application’s comprehensive analysis and reporting tools, which include trackable KPIs and sales analysis by category. Sales teams can operate effectively on the road thanks to an easy user interface and mobile access, while inter-company regulations and electronic signature capabilities facilitate seamless communication and cooperation across teams and organizations. All things considered, Odoo’s Sales application provides a complete solution for overseeing and maximizing sales activities, assisting companies in generating income and expansion.
Let’s look at some of the Odoo Sales Features:
Efficient Selling:
Contemporary User Interface:
All pertinent information is easily accessible in the proper locations with a user-friendly interface designed with salespeople in mind.
Handheld:
Utilize Odoo’s mobile interface to conduct sales while on the go.
Reduction of Data Entry:
With smooth interaction with the CRM app, you can quickly create quotations, sales orders, and invoices from a single page, simplifying the administration of your sales funnel from initial qualification to ultimate closing.
Sales Alert:
To avoid potential sales mistakes, receive notifications prior to submitting estimates to individual clients or for certain goods.
Professional Quotations:
Builder of Quotations:
Utilize pricing lists, templates, and pre-defined goods to speed up the quotation production process and increase productivity for sales teams.
Template for Quotation:
Create personalized quote templates quickly and use them frequently to save time and effort.
Proforma:
Send proforma invoices to customers to expedite transactions.
Upselling:
Increase sales potential and income by optimizing quotes to highlight more alternatives, goods, and other closing-related triggers.
Digital Signature:
Use electronic signatures to speed up the sales process by letting clients examine and sign quotes online.
Variants Grid Input:
Use a grid or matrix to show all potential combinations of product features, including sizes and colors, and to incorporate product variations for improved sales order administration.
Orders & Contracts Management:
Orders for Sales:
Simplify the sales process by giving consumers the option to generate their own sales orders using online quotes and Odoo eSign, or by transforming quotations into sales orders with only one click. Save time and work by processing partial orders, selling product kits, and modifying sales orders with simplicity.
Handle sales order-based invoices:
Base your invoices on time, materials, and amounts that were requested or delivered to simplify the process. Easily and swiftly track and follow up on invoice aging, as well as manage payment terms by customer or invoice.
Portal for Customers:
Give your customers access to an online portal where they can see the progress of their delivery orders, sales orders, and bids in real time, therefore improving their overall experience.
Routes Particular to Order:
To increase the efficiency of order processing, apply particular routes to order lines, such as replenishment on order or drop shipping.
Agreements:
With complete integration with Odoo Subscriptions for recurring invoice management, contract renewal notifications, and contract choices, you can keep track of contract phases including invoicing, renewal, and upselling. Use the MRR dashboard to keep an eye on recurring revenue.
Incoterms:
To expedite the invoicing process, set up Odoo Sales to automatically show Incoterms on invoices.
e-Signature:
To easily obtain signatures on contracts, NDAs, or any other PDF document, use Odoo e Sign.
Ease of Communication:
Plan Your Activities:
With just a single click, stay on top of significant quotations and orders. You can also get notifications based on pertinent actions, which will guarantee prompt follow-up.
Email Gateways:
Boost productivity by automatically appending all email correspondence to the relevant customer order, making it simple to track conversations and past negotiations.
Emails sent while on board:
Create product-specific email templates with pertinent information, such instructions and service reminders, to improve the buyer experience and speed up onboarding.
Rules between Companies:
Manage purchase orders and sales orders in a multi-company setting with ease by having them immediately mirrored across all pertinent entities.
Products & Prices Maintenance:
Variants in Products:
To easily satisfy the specific demands of each of your clients, you can easily build and customize goods with numerous features or variations, such size, color, and finish.
Rebates:
To encourage sales and raise customer satisfaction, apply discounts to any quotation line item and specify whether the discount should be shown or concealed.
Product Categories:
Handle every kind of product to satisfy the various demands of your clients, whether they are services, consumables, electronic goods, stackable products, or shipping fees.
Shipped by a Third Party:
Calculate shipping charges automatically, print mailing labels, and follow your package with UPS, FedEx, DHL, USPS, Bpost, Easypost, and other third-party carriers.
Cost of Shipping:
To guarantee accurate and equitable pricing, compute shipping charges based on a variety of factors, including weight, volume, quantity, margin, and delivery address.
Discounts:
By developing unique coupon codes for certain price lists and enabling consumers to activate their savings at the time of purchase, you may increase sales and foster more customer loyalty.
Product Configuration Tool:
Simplify the process of choosing items by choosing optional products, variation qualities with exclusion, and easy configuration and sale of your products.
Measurement Units:
Offer your goods in a variety of measurement units, and let Odoo handle the conversion to guarantee precision and uniformity.
Price Lists:
Determine the accurate price based on the needs of the client, apply price lists to specific items based on the segment of the consumer, and apply the relevant price list automatically based on order parameters like quantity and/or time.
Clear Reporting:
KPI Display:
With an intuitive dashboard, be informed about critical indicators such as total invoiced amount, sales by person, team, or nation; churn; MRR; lifetime value; CAC ratio; upgrades/downgrades; and more.
Sales Tasks:
Organize all of your sales activity and performance information in one location, along with your next steps and impending assignments.
Analysis of Sales:
Sort your sales data according to several criteria, including product category, salesperson, country, or sales team, and then analyze it. You can decide to use invoices, orders, or both as the basis for your study.
Offering a multitude of tools to optimize the sales process, Odoo Sales is a full-featured solution for managing sales activities. Businesses may streamline their sales processes with the program, which offers an all-in-one solution for order administration, invoicing, reporting, and quotation building. Sales teams may operate successfully on the road, collaborate with colleagues, and interact with clients thanks to the user-friendly design, mobile access, electronic signature features, and inter-company regulations. All things considered, Odoo Sales gives companies a strong instrument to boost income and expansion by assisting in the management and analysis of their sales performance.
If you would like more information about this application or to arrange a free consultation or demo, please don’t hesitate to get in touch with the Bista Solutions team. Our ERP specialists can tailor solutions to meet your company’s requirements. You’re in excellent hands, as shown by Bista Solutions, an Odoo Gold Partner with decades of expertise, a global presence, and five accolades for Odoo Best Partner North America.