Name: Odoo Sales
Rating: 10 (1 reviews)
Author: Odoo

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### ERP Integration
Users consistently praise Odoo Sales for its ERP integration capabilities, highlighting its versatility and ease of customization. They appreciate how Odoo Sales integrates seamlessly with other Odoo modules, providing a comprehensive ERP solution. Users find the integration with the Accounting module particularly useful for quick and efficient invoicing. Additionally, the cost-effectiveness of Odoo Sales compared to other ERP solutions is a key factor that users appreciate, allowing them to save on expenses while still benefiting from robust ERP integration.

### Invoicing and Payments
Users have expressed overall satisfaction with Odoo Sales' invoicing and payments capabilities, highlighting its integration with various apps within the Odoo ecosystem. The ability to easily convert quotations to sales orders and invoices, coupled with features like email automation and payment connections with popular platforms, has been well-received. However, some users have noted challenges with processing refunds and the complexity of modifying forms within the system. Despite these minor drawbacks, Odoo Sales remains a popular choice for businesses seeking a comprehensive ERP solution with efficient invoicing and payment functionalities.

### Accounting and Financial Management
While users appreciate the efficiency and integration of Odoo Sales's accounting and financial management capabilities, there are concerns regarding the complexity of processing refunds and the intuitiveness of modifying forms. Some users have highlighted the need for additional training for the accounting department to navigate these challenges effectively. Despite these issues, there is optimism that certain shortcomings may have been addressed in the latest version of the software.

### Order Management
User sentiment is generally positive regarding Odoo Sales's order management capabilities. Reviewers appreciate the smooth integration with other Odoo apps, such as Invoicing, Manufacturing, Inventory, and eCommerce, which streamlines the entire order-to-cash process. The ability to send quotes to customers directly through the Discuss app and facilitate online payments enhances the efficiency of order management activities. However, some users have highlighted challenges with processing refunds and suggested improvements in form customization for a more intuitive experience. Despite these minor drawbacks, the consensus leans towards the effectiveness of Odoo Sales in managing orders efficiently.

### Quotations and Estimates
Users are particularly impressed with Odoo Sales' quotations and estimates capabilities, noting how the platform streamlines the process of converting quotations to sales orders and invoices. Despite occasional glitches during this conversion process, the overall consensus is that Odoo Sales excels in providing a user-friendly flow for creating and managing quotations efficiently. Customers appreciate the integration with other Odoo apps, such as Invoicing, Manufacturing, and Inventory, which enhances the overall sales experience. The ability to send quotes to customers directly through the Discuss app and facilitate online payments further adds to the convenience and effectiveness of the quotations and estimates functionality within Odoo Sales.

### Sales and CRM Integration
Users consistently praise Odoo Sales for its efficient sales staff workflow and integration with CRM systems like Hubspot and Zoho. The streamlined process of creating estimates and invoices has significantly reduced errors and saved time for sales teams. The integration with the Accounting module for quick invoicing has been particularly beneficial, allowing for smooth operations and improved customer management. Odoo Sales's ability to centralize customer information and documentation within the CRM system has been highlighted as a valuable feature by users.

Odoo Sales has been a game-changer for businesses looking to automate their sales processes and minimize manual errors. With the software's user-friendly workflow, users have reported a significant reduction in turnaround time from quotations to sales orders to invoicing. This has helped them run their businesses more efficiently and with greater ease.

One of the most significant business problems solved by Odoo Sales is managing customer relationships efficiently. Users have noted that the software has enabled them to handle product data and customer data with ease, allowing them to maintain excellent customer relationships. Additionally, Odoo Sales has helped users learn about products and features in certain categories they were not previously aware of, which have resulted in increased sales and revenue for their businesses. The multi-user functionality of the software has also helped in improving efficiency and reducing staff requirements for accounting purposes, which translates into cost savings for the users.

User-Friendly Interface: Several reviewers have praised Odoo Sales' user-friendly interface for streamlining the sales process and making it easier to manage. The intuitive design has allowed multiple users to work together seamlessly. 

Seamless Integration: Many users appreciate Odoo Sales' seamless integration with other Odoo apps, such as Invoicing, Manufacturing, Inventory, Discuss, Contacts, Website, and eCommerce. This has allowed them to easily manage all aspects of their business from one platform without having to switch between different systems.

Product Configurator: The product configurator is a standout feature for many users as it allows them to customize products according to client needs using drop-down menus. This saves time by not having to enter details manually and ensures accuracy in orders.

High Cost of Online Hosting: Some users have expressed that the cost of using Odoo's online hosting system is high, and it would be more economical to host the solution on their own server.

Recurring Invoices not Covered: According to some users, recurring invoices on sale order level are not covered in Odoo Sales which may cause inconvenience.

Difficult Refunds Process: Some users have reported that refunds can be difficult to process in Odoo Sales and require training by accounting department.

Webgility is a multichannel eCommerce software which provides automated accounting and inventory management. It is optimized for QuickBooks Desktop and NetSuite users who sell on multiple channels.

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Odoo Sales

Order management software supports the purchase to pay workflow with automation applied to essential  (e.g. credit check, customer and supplier invoicing, purchase order generation, transmission of data through integrated systems) and ancillary tasks(multi-channel order tracking and analysis) inherent in the processing of orders, and allows sellers to more easily track inventory levels and selling channels, improve customer experience, and overall process sales more effectively.

Order Management

Learn everything you need to grow your business with Odoo, the best management software to run a company at https://www.odoo.com/slides

In this video, learn how to create and manage product variants in Odoo.

Other lessons related to this video:
- Sales Basics and Your First Quotation: https://odoo.com/r/K2m
- Online Quotation: https://odoo.com/r/QUT
- Delivery Prices: https://odoo.com/r/uVB
- Delivery Lead Times: https://odoo.com/r/2qS
- Pricelists - Multiple: https://odoo.com/r/ouh
- Pricelists - Computed: https://odoo.com/r/Uwl
- Dropshipping: https://odoo.com/r/eGQ

Need more information about Odoo apps?
https://www.odoo.com/documentation/user/

Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at https://www.odoo.com/

Product Variants | Odoo Sales

Pricelists - Multiple | Odoo Sales

Learn everything you need to grow your business with Odoo, the best management software to run a company at https://www.odoo.com/slides

In this video, learn how to create online quotations in Odoo.

Other lessons related to this video:
- Sales Basics and Your First Quotation: https://odoo.com/r/K2m
- Product Variants: https://odoo.com/r/YDG
- Delivery Prices: https://odoo.com/r/uVB
- Delivery Lead Times: https://odoo.com/r/2qS
- Pricelists - Multiple: https://odoo.com/r/ouh
- Pricelists - Computed: https://odoo.com/r/Uwl
- Dropshipping: https://odoo.com/r/eGQ

Need more information about Odoo apps?
https://www.odoo.com/documentation/user/

Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at https://www.odoo.com/

Online Quotation | Odoo Sales

Delivery Prices | Odoo Sales

Odoo Sales Tutorial: Pricelists

Pricelists - Computed | Odoo Sales

Odoo is a fully integrated and customizable open-source suite of business applications including sales, CRM, project management, manufacturing, inventory, accounting and other business needs in one software solution. Odoo was designed to meet the needs of companies of all sizes and budgets.The depth of integration within Odoo helps users to reduce redundant manual processes. Every module is interconnected to provide an integrated experience from app to app, and users can automate many processes that would otherwise require manual inputs into multiple applications. Odoo keeps all business functions in one place allowing teams to collaborate with other departments from one unified platform.Odoo is open-source software and offers security features to business technology and software development communities around the world. The Odoo market offers numerous modules and apps that are suitable for a variety of business needs.

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Odoo Sales

Overview

What is Odoo Sales?