Go mobile and get all the sales related information you need. Odoo 13 sales module helps you sell effectively through its modern user interface and intuitive feature listings. From maintaining products and prices, to building professional quotations and sales order, Odoo 13 makes everything simplified and faster. Being integrated it helps you retrieve all the information related to your sales like inventory, accounting, customer relations and others.

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.  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
1

5.  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.
/
Create
Excellent
Quotations
2

6.  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
1

7.  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
2

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.  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
1

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.
Products &
Prices
Management
2

11.  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
1

12.  CRM App
 Accounting App
 Inventory App
 Ecommerce App
Integration

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

15. Thank You