Sales App

Manage your sales cycle from draft quotations, to approved quotations, through confirmed sales and finally delivering the products, issuing the invoices and collecting the payments. The sales app is fully integrated with invoicing, accounting and inventory apps

Complete Sales Cycle

Manage the full cycle of your sales funnel from draft quotations, to approved quotations, through confirmed sales and finally delivering the products, issuing the invoices and collecting the payments. The sales app is fully integrated with all other apps.


Sales App home screen

Products with discounts, margins & taxes

Create complete quotations in few clicks. Add products and their prices will be fetched automatically from the products database with its description, available quantities and applicable taxes


Confirmed Sales Order with three products, one product is having 10%, making a margin of $292.50 (27.79%) and applying 15% taxes

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Share Quotation with your Customers

Send the quotation to your customers as an email from the Sales App directly without the need to use any other email client. Simply click "Send by Email" and Odoo will create to you the email with full details with a PDF version of the quotation attached to the email.

Sales App will keep history of all communication with the customer in the chatter so you can track the history of your quotation form the same screen. Replies to your email will appear also in the chatter, eliminating the need to use any other tool and maximizing the utilization of your sales team busy schedule.


Sales order with chatter showing the email sent to customer

View, Sign and Pay Online Quotation

Share with your customers a link to review their quotation online. If they are happy with your quotation, they can sign the quotation and pay online as well.

Customers can access their quotations, sales orders and invoices anytime through their portal access.


Online Quotation as seen by customer. Customer can download a PDF copy of the quotation, and if happy can sign it and pay online

Manage sales cycle from draft quotation to register its payment

 

Customized quotations & sales orders lines with discounts, margins & taxes

Communicate quickly and efficiently