Feature of Odoo 13 Sales

1
Features of Odoo 13 Sales
www.cybrosys.com
2

• Easy quotation software
• From quote to eSignature
• Professionally showcase your products and
  services in quote.
• Automate your operations and focus on customer
  relationships and revenue.
• Fully integrated with other Odoo Apps.

Features
3

• Modern User Interface
• All the details in a quick look, fast and
  intuitive user interface designed especially for
  sales persons.
• Reduce Data Entry
• Select the customer in one click, add product and
  send the quote in seconds and convert quotes to
  sales orders and invoices from the same screen.
• /
• Superior Mobile View
• Sell from anywhere using mobile app and manage
  your sales (IOS/Android).
• Sales warning
• Inform your team before sending quotations to
  specific customers or for specific products by
  setting up warnings.

Sell More Efficiently
4
1

• Quotation Builder
• Create a professional quote in seconds. Set
  predefined templates with products, price lists
  etc. to help your sales persons to work more
  efficiently.
• Pro-forma
• Convert from Quote to Pro-forma invoice in a
  click and send it to your customers.
• /
• Quotation Template
• Set frequently created quotation as a template
  and reuse them to save time of your team.
• Upselling
• Sell your product/services more by proposing
  extra options, additional products, applying
  closing triggers, discounts, etc.

Create Excellent Quotations
5
2
Create Excellent Quotations

• Online Signature
• Allow your customer to review the quotation
  online and sign them.
• Variants Grid Entry
• Add product variants to quotation/sales orders
  line with a grid or matrix displaying with all
  the possible combinations of a product's such as
  sizes, colors.
• /

6
1

• Sales Orders
• Converting quotations into sales orders is super
  easy, let your customers do it themselves with
  online quotes and Odoo eSign.
• Customer Portal
• Your customers can access to an online portal to
  view confirm their quotes, sales orders, and
  also track the status of delivery orders in
  real-time.
• Manage Invoicing from Sales Orders
• Invoice based on what customer ordered or what
  you delivered, based on time and materials. It
  easy to manage the payment terms by customer or
  by invoice. And easily track and follow up on
  invoice ageing.
• Order-Specific Routes
• Set special routes for product in product from
  order lines dropshipping, replenish on order,
  etc.

Manage Orders Contracts
7
2

• Contracts
• Track your contract phases such as renewal,
  upselling and invoicing using Odoo Subscription
  App. Manage your recurring invoices such as
  memberships or service contracts, contract
  renewal alerts, and contract options. And a
  powerful dashboard, which allow you to track
  recurring revenue.
• eSignature
• Get signed on NDAs, contracts or any other PDF
  document easily with your customer with the help
  of Odoo eSign.
• Order-Specific Routes
• Set special routes for product in product from
  order lines dropshipping, replenish on order,
  etc.

Manage Orders Contracts
8

• Schedule Activities
• In just one click, follow key quotations and
  orders, and get alerts based on relevant
  activities.
• Email Gateways
• View all your email communications automatically
  added to the corresponding customer order, which
  allows to track back on conversations and more
  effectively negotiate.
• Onboarding Emails
• Create an email templates for particular products
  that can provide customers with important
  information such as instructions, service
  reminders and so on.
• Inter-Companies Rules
• Sales and purchase orders instantly synchronised
  in multi-company setup.

Productive Communication
9
1

• Manage Product Variants
• Create and configure various attributes or
  variants for products such as size, color,
  material composition, etc.
• Discounts
• Apply discounts for any quotation line item if
  the discount is activated.
• Manage Product Types
• Manage any product including services, stockable
  goods, delivery charges or consumables.
• Third-Party Shipper
• Automatically calculate shipping costs, print the
  shipping labels and monitor your shipment. Works
  with the USPS, Bpost, Easypost, UPS, DHL, FedEx
  made easy.

Products Prices Management
10

• Shipping Cost
• Calculate the shipping costs based on multiple
  variables (weight, volume, margin, address of
  delivery, etc.)
• Product Configurator
• Configure and sell your products easily with
  exclusion and optional products, by choosing your
  variants attributes.
• Coupons
• Create a custom coupon code for a price list and
  allow your customers to use the discount at
  purchase.
• Units of Measure
• Sell your product in multiple measuring units,
  and Odoo will handle the conversion
  automatically.
• Pricelist Management
• Create your own price list for products, based on
  the customer country and country group. And
  automatically use the created price list on the
  basis of order conditions such as quantity and/or
  time.

2
Products Prices Management
11
1

• Trackable KPIs
• Easily monitor the KPI dashboard for all
  important information, such as total amount
  invoiced, country, salesperson, sales team and
  more.
• Order Invoicing Analysis
• Analysis your Order Invoices based on orders,
  invoices, or both and group it by any provided
  details such as product type, salesperson,
  country, sales team etc.
• Next Activities
• Get a complete overview of all your sales
  activities, next actions and performance data.
• Dashboard
• Build your own dashboards and share filters with
  the team. Visualize your margin at a glance.

Powerful Reporting
12
Integration

• CRM App
• Accounting App
• Inventory App
• Ecommerce App

13
For More Details
Check our company website for Odoo related blogs
and Odoo book. www.cybrosys.com Check our
YouTube channel for functional and technical
videos in Odoo. Cybrosys Technologies
14
(No Transcript)
15
Thank You