Optimize Your Sales Opportunity

04/01/2019 09:10:20 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 an interactive process view of an order. You can configure various parameters in your sales orders like Shipping Policies (partial/complete deliveries), Invoice Types (On Demand/On Delivery Order/ Before Delivery), Invoices On (Shipped/Order Quantities), Delivery Modes (partial/complete delivery) to determine the future behaviour.

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. You can develop both sales pricelists and purchase pricelists for products capable of accommodating conditions such as the date period, the quantity requested and the type of product. 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 select the default packaging type as a function of the quantities ordered. You can set Alerts on customers to create warnings for your purchases and Sales.

Contact us to manage your sales.