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Odoo Sales Management Workflow

The document describes the Odoo sales management workflow for KD Global Healthcare. It shows the process from creating a request for quotation to receiving payment. Key steps include sending RFQs to customers, confirming orders, creating sales orders and deliveries, generating invoices and picking slips, delivering products, and receiving payment from customers. The workflow involves interactions between the sales manager, customer, inventory manager, and purchase manager at different stages.

Uploaded by

Aaron Segbedzi
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© © All Rights Reserved
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5K views1 page

Odoo Sales Management Workflow

The document describes the Odoo sales management workflow for KD Global Healthcare. It shows the process from creating a request for quotation to receiving payment. Key steps include sending RFQs to customers, confirming orders, creating sales orders and deliveries, generating invoices and picking slips, delivering products, and receiving payment from customers. The workflow involves interactions between the sales manager, customer, inventory manager, and purchase manager at different stages.

Uploaded by

Aaron Segbedzi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Odoo Sales Management Workflow (KD Global Healthcare)

This is automatically created This is automatically created Picking Operation Slip is created
when the RFQ is Confirmed when the RFQ is Confirmed automatically in previous process.
Sales Manager

Create & Print


Send or Print

Create Request for Edit & Send Request Confirm Request for Create Sales Order Create Delivery
Receives & Register
Invoice & Picking Payment

Start Quotation (RFQ)


for Quotation (RFQ)
Quotation (RFQ)
(SO)
Order (DO)
Payment on Invoice

Sales Module Sales Module Sales Module Sales Module Sales Module Operation Slip
Receipt of Invoice

Sales Module Sales Module


Sales Module

Stop No Changes

Required
Customer

Receives Request for Receives Payment


Quotation (RFQ)
Accepts? Receipt
Stop
WhatsApp or Email WhatsApp or Email

Yes
Inventory Manager

Receives

Invoice and Picking Validate Waybill


Goods Delivery

Operation Slip
Inventory Module Available? Yes Inventory Module
Inventory Module

No
Purchase Manager

Back Order

Purchase Module

Refer to Odoo Purchase


Management Workflow

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