Complete Odoo Learning Notes

Sales Management in Odoo

Pre-Sales Process
• Lead Creation: Leads can enter the system through:

– Website forms

– Manual entry

– Email integration

– Import from external systems

Sales Flow
• Lead → Opportunity → Quotation → Sales Order → Delivery → Invoice

Key Configuration Elements

• Pricelist management

• Product configuration (services, stockable, consumables)

• Sales team structure

• Commission configurations

• Approval workflows

Real-world Applications
B2B Scenario:
• Custom pricelists for different customer segments

• Multi-level approval for large orders

• Credit limit checks

• Partial deliveries tracking

B2C Scenario:
• Point of sale integration

• Real-time inventory checks

• Customer loyalty programs

• Automated reordering points

Integration Points
• Inventory: Stock reservation and delivery planning

• Accounting: Invoice generation and payment tracking

• CRM: Customer history and communication logs

• Purchase: Auto-generate purchase orders for sold items

Common Configurations a Functional Consultant Should Know:

• Sales Settings:
– Quotation validity
– Online signature and payment
– Margin calculations
– Shipping policies
• Document Flow Customization:
– Custom quotation templates
– Automated reminder emails
– Order confirmation workflows
– Delivery tracking integration

Quotation-to-Invoice Workflow
Quotation Creation
• Product selection with dynamic pricing

• Optional products feature

• Terms and conditions

• Validity date settings

Quotation Versioning
• Version tracking

• Change management

• Revision history

• Clone functionality
Order Confirmation Process
• Automatic inventory reservation

• Credit limit validation

• Payment terms application

• Delivery scheduling

Price Management and Discounts:

Multiple pricing strategies available:

o Customer-specific pricing

o Quantity-based discounts

o Promotional pricing

o Seasonal discounts Real-world example: A furniture company offers 10%

discount for orders above $5000, and special pricing for wholesale
customers.

Product Configurations:

 Base product with variants (color, size, material)

 Different pricing per variant

 Custom attributes Real-world example: A clothing store selling t-shirts in different

sizes (S, M, L) and colors (red, blue, black), each combination being a variant.

Purchase Management
Procurement Process Flow
Purchase Planning
• Reordering rules

• Minimum stock rules

• Lead time management

• Economic order quantity

Purchase Requisitions
• Internal request workflow

• Approval hierarchy

• Budget validation

• Vendor selection

Vendor Management
Vendor Master
• Rating system

• Performance metrics

• Payment terms

• Delivery lead times

Price Management
• Supplier pricelists

• Quantity breaks

• Currency handling

• Tax configurations

Advanced Workflows
Request for Quotation (RFQ) Process
• Manual generation

• Automated from reordering rules

• Generated from MRP

• Dropshipping triggers

Approval Matrix
• Based on amount thresholds

• Departmental levels

• Product category-based approvals

Three-Way Matching Process
• Purchase Order matching

• Goods Receipt verification

• Vendor Bill validation

• Discrepancy handling:

– Quantity variations

– Price differences

– Quality issues

Inventory Management
Warehouse Configuration
• Location hierarchy

• Storage strategies: FIFO, LIFO, Custom rules

• Multi-warehouse operations

Advanced Operations
• Wave Planning:

– Wave creation strategies

– Resource allocation

– Pick path optimization

• Barcode Operations:

– Scanner integration

– Label printing

– Shipping label generation

• Shipping/Billing Configuration:

• Multiple address management:

– Default shipping address
– Multiple delivery locations
– Separate billing address……..
Delivery zones and shipping rules Real-world example: A retail chain with central
billing but deliveries to multiple store locations.
POS and CRM Integration
Customer Insights at POS
• View customer purchase history

• Access loyalty status

• See outstanding credits

• Birthday/anniversary alerts

Cross-channel Customer Service

• Unified customer profile

• Complaint tracking

• Return history

• Service requests

• Communication preferences

• Special accommodations

Integration Points:

1. With Inventory:

 Stock availability check

 Reservation system

 Delivery order creation

2. With Accounting:

 Invoice generation

 Payment tracking

 Credit management

3. With CRM:

 Lead conversion

 Opportunity tracking

 Customer communication history

 2. Discount Applications:

A. Line-Level Discounts:

 Enter discount percentage in the order line

 System automatically recalculates total

 Can apply different discounts to different lines

B. Global Order Discounts:

 Use global discount feature (if enabled)

 Apply percentage or fixed amount

 Configure discount validation rules

C. Promotional Discounts:

 Set up promotion rules

 Configure automatic discount triggers:

o Buy X get Y free

o Volume discounts

o Bundle pricing

Real-world scenario: Customer orders 100 units with multiple discount levels:

 10% volume discount

 5% loyal customer discount

 Special 2% end-of-season discount Solution: Layer discounts appropriately and

document each in the order notes

3. Order Cancellations:

A. For Quotations:

 Simply click "Cancel" button

 No further action needed

 Can be reset to draft if needed

B. For Confirmed Sales Orders: Step-by-step process:

1. Check delivery status

 2. Cancel related deliveries if not shipped

3. Cancel or reverse any generated invoices

4. Update inventory reservations

5. Cancel the sales order

6. Document cancellation reason

Best Practices:

 Always check related documents

 Update customer credit if advance payment was made

 Send cancellation confirmation to customer

 Maintain cancellation history for analysis

4. Credit Limit Management:

A. Setting Up Credit Limits:

 Configure at customer level

 Set warning or blocking limits

 Define approval hierarchy

B. Monitoring Credit:

 Regular credit limit checks

 Outstanding invoice tracking

 Payment history review

C. Handling Credit Hold Situations:

1. When Order Exceeds Limit:

 System shows warning/blocks order

 Options to:

o Request credit limit increase

o Require partial payment

o Split order

o Put order on hold

 2. Credit Override Process:

 Manager approval workflow

 Temporary limit increase

 Document approval in system

Real-world Example: Customer with $50,000 credit limit places $60,000 order:

1. System flags the excess

2. Options provided:

o Request $10,000 advance payment

o Get manager approval for temporary increase

o Split into two orders with different delivery dates