Sales | Features

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href="/app/whatsapp">WhatsApp</a></li> </ul> </div> </div> </div> <span class="o_store_link d-md-flex justify-content-md-center"> <a class="mx-md-3 px-3 dropdown-item" href="https://apps.odoo.com/apps/modules"><i class="fa fa-cube fa-fw me-2"></i>Third party apps</a> <a class="mx-md-3 px-3 dropdown-item" href="/app/studio"><i class="fa fa-pencil fa-fw me-2"></i>Odoo Studio</a> <a href="https://www.odoo.sh" class="mx-md-3 px-3"><i class="fa fa-cloud fa-fw me-2"></i>Odoo Cloud Platform</a> </span> </div> </li> <span class="border-end border-default me-lg-2 d-none d-md-inline"></span> <li role="presentation" class="nav-item"> <a role="menuitem" href="/app/sales" class="nav-link "> <span>Overview</span> </a> </li> <li role="presentation" class="nav-item"> <a role="menuitem" href="/app/sales-features" class="nav-link active"> <span>Features</span> </a> </li> </ul> </div> </header> <main> <div id="wrap" class="oe_structure"> <section class="s_affix"> <div class="container"> <div class="row"> <div class="col-lg-3 d-print-none d-none d-lg-block" role="complementary"> <nav id="features_affix"></nav> </div> <div class="col-lg-9" role="main"> <section> <h2>Efficient Selling</h2> <div class="row"> <div class="col-md-6"> <h4>Modern User Interface</h4> <p>All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.</p> </div> <div class="col-md-6"> <h4>Mobile Capabilities</h4> <p>Use Odoo's mobile interface to sell on the road.</p> </div> <div class="col-md-6"> <h4>Reduced Data Entry</h4> <p>Send quotes in just a few clicks. Convert quotes to sales orders and invoices from the same screen. Use the integrated CRM app to manage your sales pipeline from qualification to closing.</p> </div> <div class="col-md-6"> <h4>Sales Warnings</h4> <p>Get warnings before sending quotations to specific customers or for specific products.</p> </div> </div> </section> <section> <h2>Professional Quotations</h2> <div class="row"> <div class="col-md-6"> <h4>Quotation Builder</h4> <p>Create a polished quote in seconds. Use predefined products, price lists, and templates to instantly apply the right prices to quotations.</p> </div> <div class="col-md-6"> <h4>Quotation Template</h4> <p>Design custom quotation templates in just a few clicks and reuse them to save time.</p> </div> <div class="col-md-6"> <h4>Pro Forma Invoicing</h4> <p>Send pro forma invoices to your customers.</p> </div> <div class="col-md-6"> <h4>Upselling</h4> <p>Quotations are optimized to help your company sell more by proposing additional products and other extra options, applying discounts and closing triggers, and more.</p> </div> <div class="col-md-6"> <h4>Electronic Signature</h4> <p>Sell faster with electronic signatures, allowing your customers to review and sign their quotations online.</p> </div> <div class="col-md-6"> <h4>Variant Grid Entry</h4> <p>Add product variants to your sales orders using a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).</p> </div> </div> </section> <section> <h2>Order and Contract Management</h2> <div class="row"> <div class="col-md-6"> <h4>Sales Orders</h4> <p>Convert quotations into sales orders in one click, or let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.</p> </div> <div class="col-md-6"> <h4>Manage Invoicing from Sales Orders</h4> <p>Invoice based on ordered or delivered quantities, or based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.</p> </div> <div class="col-md-6"> <h4>Customer Portal</h4> <p>Provide customers with access to an online portal to view their quotes and sales orders, and to track the status of their deliveries in real-time. Customers can modify their orders and confirm them with an electronic signature or online payment.</p> </div> <div class="col-md-6"> <h4>Order-Specific Routes</h4> <p>Apply special shipping and restocking routes from order lines, such as “dropship” and “replenish on order.”</p> </div> <div class="col-md-6"> <h4>Contracts</h4> <p>Track each phase of a contract, including invoicing, renewal, and upselling. Manage recurring revenue contracts with the fully integrated Odoo Subscriptions app, including memberships or service contracts, contract renewal alerts, and contract options, as well as track recurring revenue via the MRR dashboard.</p> </div> <div class="col-md-6"> <h4>Incoterms®</h4> <p>Configure Odoo Sales to automatically display Incoterms directly on the invoice.</p> </div> <div class="col-md-6"> <h4>Electronic Signature</h4> <p>Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.</p> </div> </div> </section> <section> <h2>Streamlined Communication</h2> <div class="row"> <div class="col-md-6"> <h4>Schedule Activities</h4> <p>Follow key quotations and business opportunities in just a click, and get alerts about relevant activities. Schedule activities directly from business opportunities, and get reminders when the activities need to be performed.</p> </div> <div class="col-md-6"> <h4>Email Gateways</h4> <p>See all of your email communications automatically attached to the associated customer order, allowing you to trace back discussions and negotiate more efficiently.</p> </div> <div class="col-md-6"> <h4>Onboarding Emails</h4> <p>Create email templates for specific products to provide relevant information to buyers upon their purchase, such as instructions and service reminders.</p> </div> <div class="col-md-6"> <h4>Inter-Company Rules</h4> <p>Automatically mirror sales and purchase orders in a multi-company setup.</p> </div> </div> </section> <section> <h2>Product and Price Control</h2> <div class="row"> <div class="col-md-6"> <h4>Product Variants</h4> <p>Customize products with multiple attributes and variants, such as size, color, and finish.</p> </div> <div class="col-md-6"> <h4>Discounts</h4> <p>Apply discounts on any quotation line item and choose if the discount should be visible or hidden to the customer.</p> </div> <div class="col-md-6"> <h4>Product Types</h4> <p>Manage any type of product including storable products, services, consumables, delivery charges, and electronic products.</p> </div> <div class="col-md-6"> <h4>Third-Party Shipper</h4> <p>Compute shipping costs automatically, print shipping labels, and track your shipments. Odoo integrates with UPS, DHL, FedEx, USPS, Bpost, Easypost, and local postal services.</p> </div> <div class="col-md-6"> <h4>Shipping Cost</h4> <p>Compute shipping costs based on multiple variables such as weight, volume, quantity, margin, and delivery address.</p> </div> <div class="col-md-6"> <h4>Coupons and Promotions</h4> <p>Create custom coupons and promotional codes, and allow your customers to activate discounts at purchase.</p> </div> <div class="col-md-6"> <h4>Loyalty Program</h4> <p>Design a loyalty program for your customers to join and earn points that can be used on future orders.</p> </div> <div class="col-md-6"> <h4>Gift Cards and eWallet</h4> <p>Allow customers to purchase gift cards for preconfigured custom amounts and use them to purchase items from your shop. Allow customers to use an eWallet to store money on your website for online payments.</p> </div> <div class="col-md-6"> <h4>Product Configurator</h4> <p>Easily add specific product variants to a quotation or cart using Odoo's product configurator display.</p> </div> <div class="col-md-6"> <h4>Units of Measure</h4> <p>Sell products in multiple units of measure and let Odoo manage the conversion.</p> </div> <div class="col-md-6"> <h4>Pricelists</h4> <p>Compute the correct price based on customer conditions, such as region and price tier, or based on order conditions, such as quantity and time. Add pricelists to individual products depending on each customer's segment.</p> </div> </div> </section> <section> <h2>Intuitive Reporting</h2> <div class="row"> <div class="col-md-6"> <h4>Trackable KPIs</h4> <p>Easily monitor a KPI dashboard for important information such as total amount invoiced, sales per country/salesperson/sales team, churn, MRR, lifetime value, CAC ratio, and upgrades/downgrades.</p> </div> <div class="col-md-6"> <h4>Next Activities</h4> <p>Get a full overview of all your sales activities, next actions, and performance data.</p> </div> <div class="col-md-6"> <h4>Order and Invoicing Analysis</h4> <p>Choose whether your statistics are based on orders, invoices, or both. Group sales data by categories such as product type, salesperson, country, and sales team.</p> </div> </div> </section> <section> <h2>Integrations</h2> <div class="row"> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/crm/static/description/icon.svg" alt="Odoo CRM icon" loading="lazy"/> <h5 class="my-0">CRM</h5> </div> <p class="my-3">Add the Odoo CRM app to expand your functionality with customizable sales pipelines, automated lead creation, AI-powered lead scoring, and much more.</p> <a class="stretched-link mt-auto" href="/app/crm">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/accountant/static/description/icon.svg" alt="Odoo Accounting icon" loading="lazy"/> <h5 class="my-0">Accounting</h5> </div> <p class="my-3">Generate invoices automatically based on sales orders, delivery orders, and contracts. Easily reference all information needed on any customer statement.</p> <a class="stretched-link mt-auto" href="/app/accounting">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/stock/static/description/icon.svg" alt="Odoo Inventory icon" loading="lazy"/> <h5 class="my-0">Inventory</h5> </div> <p class="my-3">Check product availability information directly from the quotation. Trigger delivery orders automatically, and check delivery status from the sales order.</p> <a class="stretched-link mt-auto" href="/app/inventory">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/website_sale/static/description/icon.svg" alt="Odoo eCommerce icon" loading="lazy"/> <h5 class="my-0">eCommerce</h5> </div> <p class="my-3">Create a fully integrated online store and sell your products more efficiently.</p> <a class="stretched-link mt-auto" href="/app/ecommerce">Discover ⟶</a> </div> </div> </div> </section> </div> </div> </div> </section> </div> <div id="o_shared_blocks" class="oe_unremovable"></div> </main> <footer id="bottom" data-anchor="true" data-name="Footer" class="o_footer o_colored_level o_cc o_footer_slideout"> <div id="footer" class="container 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data-url_code="sk_SK" title=" Slovenský jazyk"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/sk.png?height=25" alt="" loading="lazy"/> <span class=""> Slovenský jazyk</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/sl_SI/app/sales-features" data-url_code="sl_SI" title=" slovenščina"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/si.png?height=25" alt="" loading="lazy"/> <span class=""> slovenščina</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/es/app/sales-features" data-url_code="es" title=" Español (América Latina)"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/419.png?height=25" alt="" loading="lazy"/> <span class=""> Español (América Latina)</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/es_ES/app/sales-features" data-url_code="es_ES" title=" Español"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/es.png?height=25" alt="" loading="lazy"/> <span class=""> Español</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/th_TH/app/sales-features" data-url_code="th_TH" title=" ภาษาไทย"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/th.png?height=25" alt="" loading="lazy"/> <span class=""> ภาษาไทย</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/tr_TR/app/sales-features" data-url_code="tr_TR" title=" Türkçe"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/tr.png?height=25" alt="" loading="lazy"/> <span class=""> Türkçe</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/uk_UA/app/sales-features" data-url_code="uk_UA" title=" українська"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/ua.png?height=25" alt="" loading="lazy"/> <span class=""> українська</span> 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