The document discusses key features of Odoo's sales management module, including scheduling activities, creating product variants, setting up pricing lists, generating quotes and invoices, managing sales teams, and analyzing sales performance through various reports. It describes how the module allows efficient management of the entire sales process from leads to orders to invoicing. Sales reports can be viewed in different formats like graphs, pivots, and dashboards to help evaluate team and individual salesperson performance.

1. Odoo 15 Sales
Management
Enterprise
www.cybrosys.com

2. INTRODUCTION
❖ Sales management module has lot of advanced features and you can carry out every single
aspects of sales sector in a business.
❖ Using sales management module in odoo 15 you can increase efficiency of sales team and your
business effectively within a short period of time.
❖ We have got an easy to interact user interface and it will let you to have instant access to all of
the features of odoo system and easily carry out any sales related operations in your business.

3. ❖ Goto Sales > Schedule An Activity

4. ❖ Click on Schedule

5. ❖ Find few fields,
❖ This can be done by using studio.

6. ❖ Onboarding Panel

7. ❖ Sales quotation also be access different format.
1.List
❖ Filter and group by Sale Orders

8. 2.Kanban

9. 3.Calendar

10. 4.Pivot

11. 5. Graph- Bar Chart

12. Line Chart

13. Pie Chart

14. ❖ Goto Products > Create

15. ❖ Filter and group by products,

16. ❖ In order to create different variants for product.
❖ Goto Configuration > Attributes

17. ❖ Goto Products > Product Variants

18. ❖ Goto Products > Open > Goto Attributes and Variants Tab > Variants

19. ❖ See Product Variants

20. ❖ Goto Configuration > Settings
❖ Activate pricelists

21. ❖ Goto Products > Pricelists
❖ Coupons and promotion programs are kind of marketing tool which is used to attract the
customers towards are business.
❖ That is we can promote our sales using the coupons and promotion programs. So this can be
done by giving free products, rewards customers, discounts.

22. ❖ Goto Products > Coupon Programs
❖ Goto Products > Promotion Programs

23. ❖ Goto Configuration > Units of Measure Categories

24. ❖ Goto Orders > Quotations

25. ❖ Goto Orders

26. ❖ Goto Orders > Customers

27. ❖ Goto Orders > Quotations > Create > Add Shipping

28. ❖ Click on Add

29. ❖ Goto Configuration > Shipping Methods

30. ❖ Go back created quotation
❖ Click on Update Shipping Cost

31. ❖ Click on Update

32. ❖ Click on Customer Preview

33. ❖ This is a preview of the customer portal

35. ❖ Go back to Quotations > Send By Email

36. ❖ Click on Send

37. ❖ Click on Confirm

38. ❖ Click on Delivery

39. ❖ Click on Validate

40. ❖ Click on Apply

41. ❖ Go back sale order > Create Invoice

42. ❖ Invoicing policy of the product is on ordered quantity. That is before delivery or without delivery
we can generate invoice.

43. ❖ Click on Invoices

44. ❖ Click on Confirm

45. ❖ Click on Register Payment

46. ❖ Goto Configuration > Quotation Templates

47. ❖ Goto Orders > Quotations > Create
❖ The content added inside the templates is automatically added in order lines.

48. ❖ Goto To Invoice > Orders to Invoice

49. ❖ Goto To Invoice > Orders to Upsell

50. ❖ Goto Configuration > Sales Teams
❖ Sales team is an unaffordable part of organization because it’s more effectiveness, efficiency
and also it helps to collaborate together as a connecting agent or unit.
❖ Effective sales team can be considered a central character of sales management to drive
revenue and goods reputation among the marketplace.

51. ❖ Creating and managing sales team with odoo will help you to with effectively manage time and
it will help you to organize sales departments.
❖ Goto Orders > Sales Teams > Sales Analysis

52. ❖ Sales Analysis Report for sales team,
❖ It is kind of document that help the business to monitor the sales performance for a period of
time.

53. ❖ Goto Reporting > Sales
❖ Various views of sales analysis report
1.Graph- Bar Chart

54. Line Chart
Filter and group by sales analysis report

55. Pie Chart

56. ❖ Odoo sales helps user to generate sales report accurately and we can visualize sales report
that users can easily understand and analysis the details.
2. Pivot

57. ❖ A part from sales team the performance of sales person can also be evaluated with the help of
this report.
❖ So this help us to give suggestion to salespersons and improve their productivity.
3. Dashboard

58. ❖ Goto Reporting > Dashboard

59. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo Book V15
Check our YouTube channel for functional and technical
videos in Odoo.
Odoo 15 Sales Management

61. Thank You