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OODO Sales Management

Odoo is an open-source ERP software written in Python. It provides integrated business apps for CRM, sales quoting, online document signing, and accounting. The sales quoting app allows users to create polished quotes with templates, product images, and payment integration. Quotes can be sent online and converted to sales orders and invoices to streamline the sales process. Project management is also integrated, tracking sales orders, tasks, and time tracking against projects.

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HammadWahab
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74 views11 pages

OODO Sales Management

Odoo is an open-source ERP software written in Python. It provides integrated business apps for CRM, sales quoting, online document signing, and accounting. The sales quoting app allows users to create polished quotes with templates, product images, and payment integration. Quotes can be sent online and converted to sales orders and invoices to streamline the sales process. Project management is also integrated, tracking sales orders, tasks, and time tracking against projects.

Uploaded by

HammadWahab
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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OODO Sales Management


As you all know, Odoo - open source ERP is the leading open source solution and
was released under the AGPL license. It is nothing but a suite of open - source
business apps written in Python programming language. Odoo was previously known
by the name Open ERP until May 2014.

1 . Easy quotation Software : We can send polished quotations with e-Signature and
online payment. 2 . Your quotes online : From proposal to e-signature . Apply
Templates --- > Send Quotations --- > Close Deals --- > Get Paid Faster. 3 . You can
Sell more with clean quotations. A Professional way to showcase your products and
services easily Send clear and complete quotations to your prospects . Add
descriptions about the product , beautiful and high quality images, and additional
information simply by dragging and dropping building blocks.

OODO Sales Management

Fully integrated with Odoo Apps:

a ) CRM Keep track of all interactions with your opportunities and customers and
improve your sales cycle .

b ) Sign Send , sign , and approve documents online . Upload your PDF and drag &
drop fields easily .

c ) Website Builder You can easily Create beautiful online quotations in a few clicks
by dragging and drop ping pre – made , fully customizable building blocks .

d ) Accounting You can Create invoices automatically based on sale orders , delivery
orders , or contracts . You can easily View all of your customer account information
from one location
Projects > Configuration > Projects.
After entering the details such as Customer, Service, Unit
price, click the Create Sales Order button in the Wizard.
Sales Order Created in OODO
If you check the Project at this point in time, you can see the
name of the related sale order in the corresponding field.
we can see two smart buttons at the top. One is for the
Tasks and the other one is for the Project Overview.
Project Overview
create a task under our project, let it be server setup and enter a
timesheet for that task
Invoice Generation for order
Checking payment against the
invoice, coming back to overview

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