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How to use Sales Management module on Odoo

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How to use Sales Management module on Odoo

Today we will be briefed on how to use Sales management on Odoo. With this module, you can drive sales operation from quotes to invoices with all the information for easy access. Keep track of long term contracts, automate invoicing and notify sales of the organization. Create quotations within few clicks and download in PDF. It is also fully intergrated and communicate efficiently with customers.

Sales Mangement - Odoo

To create a new sales, check whether the sales application has been installed or not. Select the Sales menu tab on the header menu. Select Create option to create quotations.

a

Enter the following details to create a new quotation.

b

Create a new order by entering the details needed for the product.
c

The table format containing the products and the total amount is shown below.
d

Now you can create a new sales order and click create option.

e

Enter the required details for a new sales order.

f

Enter the details for a new order and you can also enter a description for the placed order.

g

A new sales order is created and shown below.

i

The installation procedure for Sales management module is complete. Stay connected to know more about upcoming articles in Odoo.

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Comments ( 1 )

emilyburns
Start building your Odoo Dashboard with just a few clicks. Get this Odoo online sales management app from Ksolves and streamline your tasks today. With the pre-configured Sales Dashboard Ninja App, the user gets the seamless display of sales reports and even sales to be invoiced. The user gets access to the top sales team and best products in his inventory.
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Frequently asked questions ( 5 )

Q

How to set a license and display a license file for your module ?

A

The license is defined in the license key of the manifest (__manifest__.py as of Odoo 10, __openerp__.py for older series), like 'license': 'AGPL-3', for example. Possible values are GPL-3, A

Q

What is the main features of Sales Management module on Odoo?

A

Odoo sales management module is one of the important modules. Since it handles the sales order management, Sales management module allows you with effective control to your sales department, you can easily create a new sales order out of different gained opportunity sales management module helps you in generating a new sales order, you can filter the order as per the requirement.

Q

What programming language used to write the sales management module?

A

It is nothing but a suite of open - source business apps written in Python programming language.

Q

What is the process between proposal to e-signature?

A

Here it applies this steps
Apply Templates --- > Send Quotations --- > Close Deals --- > Get Paid Faster .

Q

What applications does integrated with Odoo Apps?

A

There are so many integrated with Odoo Apps. Some fo them fully integrated with Odoo Apps
1) CRM
2) Sign
3)Website Builder

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