Odoo 17 introduces a powerful Sales module designed to streamline and automate the entire sales cycle, from quotations to payments. With an intuitive interface and enhanced features, this module empowers businesses to boost efficiency, manage customer relationships, and optimize sales performance. In this blog, we’ll provide a detailed overview of the key features and functionalities of Odoo 17’s Sales module and how it can transform your sales processes.
What’s New in Odoo 17 Sales Module?
- Enhanced User Interface: Streamlined UI with drag-and-drop for easier task management and organization.
- Advanced Quotation Builder: Customizable quotations with advanced product selection and inline editing.
- Improved Multi-Currency Support: Real-time currency updates for seamless international transactions.
- Integrated eSignature: Enables electronic signatures for faster approval of quotations and contracts.
- Performance Optimization: Faster order processing and reporting, ideal for high-volume businesses.
Benefits of the Odoo 17 Sales Module
- Improved Productivity: Automating routine sales tasks saves time and allows teams to focus on high-value activities.
- Increased Customer Satisfaction: Real-time access to order status, pricing, and delivery updates enhances the customer experience.
- Scalable Solution: Whether you’re a small business or a large enterprise, the Sales module can scale to meet your growing needs.
- Seamless Integration: Odoo’s modular design allows easy integration of the Sales module with other apps like Accounting, Inventory, CRM, and eCommerce.
- Data-Driven Decisions: Sales reports and analytics provide actionable insights to optimize strategies and achieve sales goals.
How the Odoo 17 Sales Module Can Transform Your Business
The Odoo 17 Sales module offers an all-in-one platform to manage the entire sales lifecycle, from lead generation to order fulfillment and invoicing. Here are some examples of how it can add value to your business:
- E-commerce Businesses: Easily sync sales from your online store with backend operations like inventory and accounting.
- Service-Based Companies: Use the quotation and subscription management features to handle recurring services and retain customers.
- Wholesale Distributors: Manage complex pricing models, discounts, and bulk orders efficiently with customizable pricelists.
Orders Menu
The Orders menu contains the dashboard of all the Quotations, Orders, Sales Teams, and Customers.
Quotations
The users can manage and create their sales quotations using the Quotations dashboard of the Orders menu. This dashboard helps us to keep track of all the quotation details along with their Number, Creation Date, Customer, Salesperson, Company, Total amount, and current Status, as depicted in the screenshot below.
To create new quotations, utilize the ‘New’ button and proceed by filling in the relevant data inside the new configuration form.
Orders
The Orders dashboard provides a comprehensive view of all the sales orders that took place inside your sales database with their respective details, such as order date, website, salesperson, total amount, invoice status, and other details, as shown below.
We can create and manage all the sales orders using this window in the sales module.
Sales Teams
The Sales Teams menu helps us to manage and track the details of each Sales Team and the members available in the company’s sales team, along with their statistical Sales Analysis overview, as illustrated in the screenshot below.
We can create new Sales Teams or deactivate them using the Sales Team option provided under the Configuration Menu of the Sales Module.
Customers
The Customers menu contains the data of all the customers available in the Sales Module database. We can create and manage all the essential customer and vendor data within this window.
The Kanban arrangement of customer data will show their Name, Address, Email, Contact Number, Company, Number of Purchases, Sales Orders, and other details. We can add new customer data using the ‘New’ button.
To Invoice Menu
This menu of the Sales Module provides two options to manage all your Orders to Invoice and Orders to Upsell.
Orders to Invoice
The Orders to Invoice menu provides you with the dashboard of all the invoices that are waiting to be invoiced, and this can be seen in the Status column area of the dashboard; we can manage and quickly complete all the pending invoices using this window.
We can quickly complete the invoicing procedure using this menu section.
Orders to Upsell
Odoo 17’s Sales module has a feature called “Orders to Upsell” that addresses situations where the delivered quantity of a product exceeds the initially invoiced quantity.
Odoo automatically detects discrepancies in sales orders, invoices, and deliveries, enabling the sales team to generate additional invoices for additional quantities, thereby ensuring accurate billing and inventory management. These types of Sales Orders can be seen inside the Orders to Upsell dashboard of the To Invoice menu of the Sales Module, as shown in the screenshot below.
Products Menu
Odoo 17 Enterprise provides a platform for managing and tracking product information, ensuring seamless sales operations. It helps businesses keep organized records of products, accounting, inventory, purchasing, and eCommerce. The Products menu functions within the Sales module, integrating with other modules like Inventory and POS. Within the Sales module, the Products menu can be found in the main menu bar. Submenus include:
- Products
- Product Variants
- Price Lists
- Discounts & Loyalty
- Gift Cards & eWallet
Products
When accessing the Products submenu, Odoo 17 provides two main views:
- Kanban View: Displays products as cards for a visual overview.
- List View: Provides detailed product information, such as name, price, stock levels, and responsible users. This view also allows customization by adding default or custom fields.
Additionally, Filters and Group By options enable easy sorting and data retrieval. Products can be marked as favorites using the star icon, improving quick access to frequently used items.
To create a new product, click the New button. A product configuration window will open, allowing you to specify key details such as:
Product Variants
Setting up product variants in the Odoo 17 Sales module allows you to offer multiple options for a single product, providing more flexibility and choice to your customers. The Sales module displays a list of configured variants in the Product Variants dashboard as shown below.
More product variants can be edited or created using the same process as product configuration using the ‘New ’ button.
You can activate the Variants feature through the Settings menu of the Sales module, making it easier to manage products with different variations such as size, color, or material.
Price Lists
Odoo 17 provides advanced pricing options to support your company’s pricing strategy. With these features, you can efficiently create and manage customized Price Lists for specific customers. Through the Sales module, you can design new price lists tailored to your business’s pricing policies.
You can access it from the Products menu in the Sales module. Select Pricelists to view, create, or manage your pricing rules. From this interface, you can add new price lists, modify existing ones, and align them with your sales strategy.
To configure price lists, open the Sales module’s Settings menu and enable the Price Lists option under the Pricing tab.
Discounts & Loyalty
Odoo 17 offers a unified platform to manage Discounts and Loyalty Programs within the Products menu. This new structure replaces the Promotion and Coupon Programs from previous versions, streamlining customer incentive management.
To activate Discount, Loyalty, & Gift Card features in the Sales module, navigate to the Pricing tab of the Settings menu and activate the options to attract customers and boost sales.
After Activating the feature, access the ‘Discount & Loyalty’ Management options to create and apply discounts, set up loyalty programs, and reward customers with points.
Gift Cards & eWallets
The company issues and manages gift cards for customers as payment methods, as well as eWallets, enabling customers to store credit for future purchases. The Odoo 17 Sales Module can be managed and created from the ‘Gift Cards & eWallets’ option in the Products menu.
The dashboard will provide the details of all the Gift cards & eWallets along with their Program Name, Program Type, Item, Website, Point of Sale, and Company, as shown below.
Reporting Menu
Regularly reviewing sales operations is essential for gaining insights into your business workflow and identifying areas for improvement. Odoo 17 offers an efficient sales reporting system that helps businesses analyze current performance and make data-driven decisions to enhance operations. With its advanced tools, generating and customizing sales reports is quick and intuitive.
Access sales reports by going to the Reporting menu in the Sales module, where you can view Sales, Salespersons, Products, and Customers Analysis reports in various formats like pivot tables and graphs.
Sales Analysis
A Sales Analysis reporting tool in Odoo 17’s Sales module offers comprehensive insights into sales performance, facilitating data-driven decision-making.
This Sales Reporting analysis window offers graphical views like bar charts, line charts, and pie charts.
- Shows trends over time and breaks data into proportions.
- Customizes reports through Measures, Filters, and Grouping options available in the search bar provided on the upper portion of the window.
- Pivot View allows interactive analysis of grouped data.
Sales Analysis Reports by Category
Odoo 17 introduces several new sales analysis reports to provide deeper insights:
1 . Sales Analysis by Salesperson
- Analyze individual salesperson performance through various chart views, including bar, line, and pie charts.
- Use Measures to filter data and access a detailed pivot view of the report.
2. Sales Analysis by Product
- This report offers detailed insights into product performance, tracking the sales of each product.
- Use this data to identify best-sellers and products needing more attention.
3. Sales Analysis by Customer
- This report provides sales data segmented by customer, displaying both total sales and individual customer performance.
- Use this analysis to better understand customer trends and opportunities for growth.
Configuration Menu
Settings Menu Overview
The Settings menu in the Sales module offers a variety of options to optimize sales operations, including Product Catalog, Pricing, Quotations & Orders, Shipping, Invoices, Connectors, and eBay Setting tabs.
- Product Catalog: Configure variants, packaging, and units of measure for products.
- Variant Grid Entry: Enable the selection of product variants during sales order creation.
- Deliver Content by Email: Automate product-related emails upon invoice confirmation.
- Pricing: Manage discounts, pricelists, and profit margins.
Quotations and Orders Settings
- Online Payment & Signature: Allow customers to pay and sign quotations online.
- Pro-Forma Invoice: Send pro forma invoices to customers before generating final bills.
- Lock Confirmed Sales Orders: Prevent further edits to sales orders after confirmation to ensure data integrity.
Invoicing Options
- Invoicing Policy: Choose between Invoice What is Ordered or Invoice What is Delivered for flexible invoicing based on product status.
- Down Payments: Manage down payments as products and apply them to sales orders.
- Automatic Invoicing: Automatically generate invoices upon online payment confirmation.
- Consolidated Subscription Billing: Combine multiple subscriptions into a single invoice for customers with multiple active subscriptions.
Connectors for Sales Management
Odoo 17 provides integrations to streamline sales operations:
- Amazon Sync: Import Amazon orders into the Sales module for seamless tracking and delivery.
eBay Integration Settings
- Install the eBay Connector from the Odoo App Store to manage and sync eBay sales. Configure your eBay account and designate specific sales teams to oversee eBay transactions.
Other Configuration Settings
The Configuration menu in the Odoo 17 Sales module offers a number of choices for customizing the sales process to meet the requirements of the company.
The other configuration options available in the Odoo 17 Sales Module’s Configuration menu are the Sales Team, Quotation Templates, Shipping Methods, Tags, Attributes, Product Categories, Payment Providers, Payment Methods, Unit Of Measure, and Activity Plans.
Odoo 17’s Sales module equips businesses with the tools they need to streamline operations, improve customer satisfaction, and increase revenue. With enhanced features like advanced quotation management, automated workflows, and seamless CRM integration, this module offers a comprehensive solution for modern sales management. Whether you run a small business or a large enterprise, Odoo 17’s Sales module provides the flexibility and scalability needed to grow and succeed in today’s competitive market.
