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Odoo Sales: A Feature Intended To Help Businesses Sell Efficiently

By Author: Alex Forsyth
Total Articles: 11

While Odoo has been one of the best platforms for ERP solutions development in the recent years, what makes it more feasible for business ERPs is the trail of features like Odoo Sales, Odoo Accounting and Odoo POS. Each of them covers respective areas of the business and by implementing a complete ERP solution which includes all the crucial features, enterprises can have peerless benefits over time. However, the main concern of this article is Odoo sales, an all-in-all feature of the platform to facilitate sales for the businesses. So, here’s a quick wrap up of the valuable aspects of Odoo Sales. A deeper understanding of these will help you to customise the sales feature of your ERP system along with expert assistance of your Odoo functional consultant.

Facilitates two-way communication
Odoo Sales streamlines the flow of communication between companies and their customers. While email gateways help in keeping complete track of the chain of email conversions held after placing of the orders. With the help of onboarding emails feature, companies can create email templates to send emails in bulk to customers to share the information on their services or products.

Helps in maintaining product and prices
The feature help in configuring and creating lists of products according to various attributes like colour, materials, size etc. Companies can even apply discounts on the quotations, manage product types, compute accurate prices based on market conditions and maintain the price-list. Odoo sales comprise of a coupons feature that allows companies to include coupons on their products with facility for the customers to avail the discounts during the purchase.

Helps create professional quotations
While exclusive Quotation builder and quotation template will help the salesmen to create polished quotes in a flick. They can optimise the quotations to sell more by including upsell products. Odoo Sales also bears an electronic signature that allows the businesses to sell faster by letting customers to sign quotations online.

Easy management of contracts and orders
With Odoo Sales integrated into their ERP solution, businesses can convert quotations in a flick and manage the sales order all through online Odoo eSign. It saves up their time making modifications in their sales order, product kits and shipment of partial orders. The sales team can deliver invoices, manage payments by the clients and follow up invoice single-handedly with the Odoo sales. Besides, it incorporates a Client portal to provide clients with access to an online portal where they could view the status of their orders.

Advanced UI with Mobility support
Odoo Sales bring forth an intuitive interface with which salespersons can acquire all information related to the clients, leads, sales order and contracts, etc. It is also mobile-responsive so that they can manage sales and clients interactions from anywhere from any mobile platform.

Odoo Sales triumphantly a complete application suite to streamline your sales functions and help you sell more efficiently. By integrating with CRM, accounting, inventory, and eCommerce, it leaves no loopholes in the sales process or scope for errors in manual processes that can lead way to miscommunication with clients and delays in deliveries.

Alex Forsyth is an expertise Odoo functional consultant in Envertis, a leading company for Odoo ERP solutions which provides dedicated ERP consultation, end-to-end customisation and implementation services to businesses in all fields. Besides, they are also a proud Odoo partner and hence got immense feat on different aspects of the platform.

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