Optimize Your Sales Opportunity

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Optimize Your Sales Opportunity

08/02/2019 11:11:08 In Our Blog

Odoo is a pack of business applications which will help you to manage every vertical of your business. Today we will be starting with most import vertical of any business i.e Sales. Every business wants to effectively track sales, optimize the sales opportunity, automate your sales processes, improve your sales efficiency and attain business profitability. You can manage the complete sales order process from quotation to customer order, manage deliveries and invoicing, manage carriers, margin control, and reporting, do price management and handle various types of sales discount campaigns and much more with the sales module of Odoo. Some of the key features of the sales modules are:

Manage Quotation: Create new quotations or create a quotation directly from an opportunity and add corresponding order lines. You can set an analytic account for your order which will be used during invoicing to generate accounting entries corresponding to the invoice automatically. Quotations are opened in PDF and can be directly sent in emails for client confirmation, they are automatically converted into Sales orders on confirmation of the quotation.

Manage Sales Orders & Invoices: Sales Orders can be created for Multiple Products with multiple order lines. Module provides you with an interactive process view of an order. Now, in your sales order, you can configure numerous parameters such as Invoice types, Delivery methods and modes, and policies related to shipping. 

Manage Deliveries: Managing your delivery process becomes much easier and simpler with us. Effortlessly manage the different carriers with whom you work. Calculate costs and invoices for your deliveries, Define the transfer methods, Tariffs for your deliveries, easily set up tariff grids, set conditions and define rules to calculate transport prices.

Pricing Policies and Pricelists: Intelligent price management is difficult because it requires you to integrate several conditions from clients and suppliers to create estimates quickly or to invoice automatically. Easily develop sales price lists as well as purchase price lists for making products capable of accepting different conditions such as the date period, type of product, and the quantity of the product requested. You can generate Pricelists from defined policies, create several versions of a pricelist but only keep a single version active at any given time, automatically update your pricelist based on other pricelists, define rules, set up decimal accuracies of prices, establish customer contract conditions and manage multiple currencies.

Packaging & Alerts: It package management enables you to sell the same product in several different forms. You can set Alerts on customers to create warnings for your purchases and Sales.

Contact us to manage your sales.