Odoo 15 Sales
Management
Enterprise
www.cybrosys.com

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.

❖ Goto Sales > Schedule An Activity

❖ Click on Schedule

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

❖ Onboarding Panel

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

2.Kanban

3.Calendar

4.Pivot

5. Graph- Bar Chart

Line Chart

Pie Chart

❖ Goto Products > Create

❖ Filter and group by products,

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

❖ Goto Products > Product Variants

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

❖ See Product Variants

❖ Goto Configuration > Settings
❖ Activate pricelists

❖ 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.

❖ Goto Products > Coupon Programs
❖ Goto Products > Promotion Programs

❖ Goto Configuration > Units of Measure Categories

❖ Goto Orders > Quotations

❖ Goto Orders

❖ Goto Orders > Customers

❖ Goto Orders > Quotations > Create > Add Shipping

❖ Click on Add

❖ Goto Configuration > Shipping Methods

❖ Go back created quotation
❖ Click on Update Shipping Cost

❖ Click on Update

❖ Click on Customer Preview

❖ This is a preview of the customer portal

❖ Go back to Quotations > Send By Email

❖ Click on Send

❖ Click on Confirm

❖ Click on Delivery

❖ Click on Validate

❖ Click on Apply

❖ Go back sale order > Create Invoice

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

❖ Click on Invoices

❖ Click on Confirm

❖ Click on Register Payment

❖ Goto Configuration > Quotation Templates

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

❖ Goto To Invoice > Orders to Invoice

❖ Goto To Invoice > Orders to Upsell

❖ 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.

❖ 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

❖ 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.

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

Line Chart
Filter and group by sales analysis report

Pie Chart

❖ 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

❖ 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

❖ Goto Reporting > Dashboard

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

Thank You