Sales Solutions
The Odoo Sales app is designed to streamline and automate the sales process for businesses. Here are the key features and functionalities of the Odoo Sales app:
Quotation and Order Management
- Create professional quotations and send them to customers.
- Convert quotations into sales orders with a single click.
- Manage and track sales orders from creation to delivery.
Product Management
- Manage product catalogs, including product variants, pricing, and inventory.
- Set up price lists and discount policies for different customer segments.
Invoicing Integration
- Generate invoices directly from sales orders.
- Track payment statuses and manage customer accounts receivable.
Automation and Workflows
- Automate routine sales tasks such as follow-ups and order confirmations.
- Set up custom workflows to match your sales processes.
Customer Relationship Management
- Integrate seamlessly with Odoo CRM to manage customer interactions and sales pipelines.
- Track opportunities, leads, and customer communications.
E-commerce Integration
- Integrate with Odoo eCommerce for a seamless online sales experience.
- Sync online orders with inventory and sales data.
Sales Analytics and Reporting
- Access detailed sales reports and analytics to monitor performance.
- Use customizable dashboards to track key sales metrics and KPIs.
Customer Portal
- Provide customers with a portal to view their quotations, orders, and invoices.
- Allow customers to accept quotations and pay invoices online.
Efficiency
Streamline the entire sales process from quotation to order fulfilment.
Automation
Reduce manual work with automated sales workflows and tasks.
Visibility
Gain insights into sales performance with comprehensive reporting and analytics.
Customer Experience
Enhance customer satisfaction with a seamless sales experience and self-service portal.
Integration
Benefit from seamless integration with other business processes, ensuring accurate and up-to-date information.
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