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Odoo 13 Sales Management

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

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Odoo 13 Sales Management

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  1. Odoo 13 Sales Management www.cybrosys.com

  2. INTRODUCTION ❖ 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.

  3. Interface of Odoo Enterprise Edition

  4. Overview of sales module For that Goto Invoicing -> Taxes ❏

  5. ❖ From Overview we can enter the details of following ❖ ❖ ❖ ❖ Company Data Quotation Layout Payment Method Sample Quotation

  6. ❖ And we have following views are available for the quotation ❖ Tree view ❖ Kanban View ❖ Calendar iew ❖ Graph View ❖ Pivot View By default tree view is available for the quotations.

  7. Kanban View

  8. Calendar View

  9. Pivot View

  10. Graph View

  11. ❖ 3 status are available -> * Quotation * sales Order * Quotation Send

  12. For Exporting - Select the quotation to export -> From Action Export

  13. Select the export format and fields -> Export

  14. We will get a prompt -> Save file

  15. Open the file Here we can see the date we exported

  16. For importing click Import Button

  17. Click LOAD FILE and Select file to Import

  18. Here we can see the data which is imported -> Import

  19. And here we can see Successfully imported quotation details

  20. We have an option for filtering, Group By and Favorites the search

  21. Quotation Creation

  22. Fill Customer,Product details -> Confirm the order

  23. Click the SEND BY EMAIL to send quotation to customer

  24. We will get Email Template -> SEND

  25. Option for see the quotation which is send to the customer

  26. Preview of the Quotation

  27. To check delivery status

  28. Check availability of product click Check Availability

  29. Validate the Process

  30. Odoo 13 have a new feature to notify delivery to customer by SMS

  31. Odoo 13 have a new feature to notify delivery to customer by SMS

  32. Odoo 13 have a new feature to notify delivery to customer by SMS

  33. To Get Preview of the Invoice click PREVIEW

  34. Preview of Invoice

  35. Post the invoice

  36. Register the payment for the invoice

  37. Validate the payment for the invoice

  38. To Send & Print the Invoice click SEND & PRINT

  39. Under Orders Menu ❖ ❖ ❖ ❖ We can view and create the quotation View and create the Sale order We can create the customer And also manage our sales team

  40. ❖ We can view and create the quotation

  41. ❖ We can view and create the sale order

  42. ❖ We can create the customer

  43. ❖ And also manage our sales team

  44. Sales teams

  45. Under To Invoice Menu ❖View and Invoice the orders

  46. Under To Invoice Menu ❖ You can upsell an order when you have delivered more quantities than initially ordered, with an invoicing policy based on ordered quantities.

  47. Under Products Menu ❖ View and create the Products

  48. Under Products Menu ❖ View and create the Products variants

  49. Under Reporting Menu ❖ We will get sales report

  50. Under Configuration Menu Can view and create sales teams

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