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Odoo Sales

Q
What is the Odoo Sales module used for?

AThe Odoo Sales module is used to manage quotations, orders, customer interactions, and invoicing from a centralized system.

Q
How to create a sales quotation in Odoo?

AGo to the Sales module, click 'Create', fill in customer and product details, then save and send the quotation.

Q
What happens when a quotation is confirmed?

AOnce confirmed, the quotation is converted into a sales order, triggering delivery and invoicing processes.

Q
Can I customize the sales quotation template?

AYes, using Odoo Studio or the document layout editor, you can design and personalize your quotation templates.

Q
How to add discount on a sales order line?

AEnable 'Discounts' in settings, then enter a percentage or fixed discount in the order line.

Q
How to create recurring sales orders in Odoo?

AUse the Subscription module to automate recurring orders and billing for subscription-based products.

Q
Can I link a sales order to a project?

AYes, add an Analytic Account to the order to associate it with a project for cost tracking.

Q
How to send quotations via email?

AClick 'Send by Email' from the quotation form, select or edit the template, and send directly to the customer.

Q
Is electronic signature supported in Odoo quotations?

AYes, you can request signatures on quotations via the Sign module integrated into the Sales workflow.

Q
Can I create price lists per customer?

AYes, enable and configure pricelists, then assign them to specific customers for custom pricing.

Q
How to manage multiple sales teams in Odoo?

AActivate the Sales Teams feature and assign users, pipelines, and targets per team.

Q
Can I apply taxes automatically on sales orders?

AYes, Odoo applies taxes based on customer location and fiscal settings.

Q
How does Odoo handle partial deliveries?

AYou can deliver sales orders partially by validating only the available quantities.

Q
How to manage customer payment terms?

ASet payment terms in the customer record, and they’ll auto-fill on sales orders.

Q
Is it possible to duplicate a sales quotation?

AYes, click 'Action' and select 'Duplicate' to create a copy of an existing quotation.

Q
Can I use barcode scanning in Sales deliveries?

AYes, barcode scanning is supported in the delivery process using the Inventory module.

Q
How to view customer order history?

AGo to the customer profile and click on the 'Sales' smart button to view all past orders.

Q
How to create a sales invoice from an order?

AAfter confirming the order, click 'Create Invoice' to generate and post the customer invoice.

Q
What is a sales order confirmation email?

AAn automated email sent to the customer after a quotation is confirmed, summarizing the order details.

Q
Can I set minimum order quantities in Odoo?

AYes, configure minimum quantities on product records to ensure sales meet defined limits.

Q
How to manage upselling opportunities?

AUse quotations, optional products, and CRM pipelines to track and manage upselling.

Q
How do I apply shipping charges in sales orders?

AInstall the Delivery module, configure shipping methods, and apply them to sales orders.

Q
How to generate a sales analysis report in Odoo?

AGo to Reporting > Sales to view dashboards and graphs based on sales performance.

Q
Can I track sales order delivery status?

AYes, the delivery smart button on each order shows the shipping progress and tracking info.

Q
How to enable customer portal for order tracking?

AEnable the customer portal in Website > Settings to let users view their orders online.

Q
Is multi-currency supported in sales orders?

AYes, multi-currency can be enabled in Accounting settings and configured per customer.

Q
How to automate follow-ups for quotations?

AUse scheduled activities or marketing automation to remind sales reps or follow up with leads.

Q
Can I sell service products using the Sales module?

AYes, define service-type products and configure delivery based on milestones or tasks.

Q
How to issue a refund or credit note for a sale?

AFrom the customer invoice, click 'Add Credit Note' and complete the reversal process.

Q
Can I limit access to sales orders for specific users?

AYes, use access rights and record rules to control user permissions on the sales module.

Q
How to activate margin calculation in Odoo Sales?

AEnable the 'Margins' feature in settings to track profitability per sales order.

Q
How to handle customer-specific product pricing?

AUse the pricelist feature to assign custom pricing rules for specific customers.

Q
Can I apply automatic email templates for quotations?

AYes, configure email templates and set them as default for sending sales documents.

Q
How to bundle multiple products into one sales item?

AUse the 'Bill of Materials' with kit-type products to group items into a single offer.

Q
Can I split invoicing based on delivered quantities?

AYes, choose the invoicing policy 'Delivered Quantities' to bill only what has been shipped.

Q
How does Odoo handle online payments for sales?

AIntegrate payment gateways like Stripe, PayPal, or Razorpay to accept payments online.

Q
What’s the difference between sales order and delivery order?

ASales order is the customer commitment; delivery order is the logistics document for shipment.

Q
Can I automate quotations based on leads?

AYes, connect Sales with CRM to auto-generate quotes based on qualified leads.

Q
Is digital product selling supported?

AYes, configure products as 'digital' and deliver via download or portal access.

Q
Can I see the profit margin on each order line?

AYes, if margin calculation is enabled, you’ll see the margin per product line on the order.

Q
How to apply sales commissions in Odoo?

AUse third-party apps or configure commission rules via payroll or custom fields.

Q
How to cancel a confirmed sales order?

AUse the 'Cancel' button if no delivery or invoice is linked, otherwise reverse those first.

Q
Can I use templates for common quotations?

AYes, create and save quotation templates to reuse frequently offered products/services.

Q
How to handle multi-company sales in Odoo?

AEnable multi-company mode and set rules per company; documents remain company-specific.

Q
How to send order confirmation SMS to customers?

AIntegrate with an SMS gateway and trigger SMS using automated actions or Studio.

Q
Can I apply promotions or coupons in Odoo Sales?

AYes, activate the 'Coupons & Promotions' feature and define them in the Sales module.

Q
How to manage sales returns in Odoo?

AGo to the delivery order, click 'Return', select products, and validate the return.

Q
Can I preview the customer quotation before sending?

AYes, click 'Print' or 'Preview' to view the quotation as a PDF before emailing.

Q
How does sales forecasting work in Odoo?

AUse CRM pipelines, reporting tools, and sales targets to forecast revenue.

Q
Can I link sales to purchase orders automatically?

AYes, with Make-to-Order or Dropshipping routes, sales can auto-create linked purchase orders.

Q
How do I enable quotations expiry in Odoo?

ASet an expiration date on each quotation to inform customers about the validity period of your offer.

Q
How to resend a quotation after editing it?

AEdit the quotation, save changes, then click 'Send by Email' to resend it with the updated details.

Q
Can I change the currency for a sales quotation?

AYes, select the currency field during quotation creation if multi-currency is enabled in Accounting

Q
How to add payment instructions to sales documents?

ACustomize templates or use the notes section to include payment terms and bank details.

Q
How to configure order confirmation automation?

AUse automated actions or scheduled activities to auto-confirm orders under certain conditions.

Q
Can I integrate WhatsApp with Odoo Sales?

AYes, third-party apps allow sending quotations and order confirmations via WhatsApp.

Q
How to apply customer-specific taxes automatically?

ASet fiscal positions in customer records to apply location-based tax mappings.

Q
How to batch process sales quotations?

AUse list view bulk actions to send, print, or confirm multiple quotations simultaneously.

Q
How to view product availability while quoting?

AInventory availability is visible during quotation creation, and stock warnings appear for low stock.

Q
What is the use of optional products in quotations?

AOptional products allow upselling by letting customers add suggested items to the quotation.

Q
How to activate and use online quotation validation?

AEnable the Online Signature feature so customers can confirm quotations through the portal.

Q
How to add internal notes on sales orders?

AUse the chatter or add notes that are visible only to internal users for instructions or comments.

Q
How to handle cash on delivery (COD) in Odoo?

ACreate a custom payment term named COD and apply it to relevant customers or orders.

Q
Can I assign sales targets to team members?

AYes, using CRM or third-party sales dashboard apps, you can assign and monitor sales targets.

Q
How to handle prepayments or deposits in Odoo Sales?

ACreate an advance payment invoice using the 'Create Invoice' option and select 'Down Payment'.

Q
How to integrate Odoo Sales with external eCommerce platforms?

AUse connectors for WooCommerce, Shopify, or Magento to sync orders and customers with Odoo Sales.

Q
How to create a proforma invoice from a sales order?

AClick 'Print' > 'Pro-forma Invoice' on the quotation or sales order to generate a non-binding estimate.

Q
How to define shipping methods in Odoo?

AInstall Delivery module, configure carriers like FedEx or DHL, and select them on the sales order.

Q
How to auto-assign sales reps to customers?

ASet a default sales rep in the customer form so that new orders auto-assign them.

Q
Can I handle bulk order discounts in Odoo?

AYes, configure pricing rules or use pricelists based on minimum quantities to apply bulk discounts.

Q
Can customers view and approve orders online?

AYes, through the customer portal, they can view, download, and approve quotations.

Q
How to restrict product visibility by user role?

AUse access rules or product category settings to control who can see or sell certain items.

Q
How to send a delivery status update to a customer?

AUse automated emails or customer portal messages triggered when a delivery is validated.

Q
Can I link sales orders to contracts or SLAs?

AUse automated emails or customer portal messages triggered when a delivery is validated.

Q
How to activate cross-selling suggestions in Odoo?

ASet related products in the product form to suggest them automatically during quotation entry.

Q
How does invoicing policy affect billing in sales?

AChoose between 'Ordered Quantities' or 'Delivered Quantities' to control when billing happens.

Q
Can I integrate Odoo Sales with CRM?

AYes, leads and opportunities from CRM can be converted into quotations directly.

Q
What is a customer reference field in Odoo Sales?

AThis field lets you enter a PO number or reference provided by the customer for easier traceability.

Q
How to manage product variants in sales orders?

ASelect product attributes like size or color directly while adding items to the order.

Q
How do product categories affect sales analytics?

AProduct categories help organize data and filter reports for better performance insights.

Q
Can I use QR codes in quotations or invoices?

AYes, with barcode apps or Studio customization, you can include QR codes for quick access.

Q
How to define lead times in sales orders?

ASet customer lead time in product form to help estimate delivery dates in quotations.

Q
How to automatically apply taxes based on delivery address?

AEnable and configure fiscal positions that map taxes based on the customer’s shipping location.

Q
How to delay order delivery until payment?

AUse payment terms and delivery blocks to prevent delivery before payment confirmation.

Q
Can I automate email alerts when orders are shipped?

AYes, use automated actions to send shipment notifications when delivery is validated.

Q
How to show payment terms on quotations?

APayment terms appear automatically if set in customer records or can be selected manually.

Q
How to analyze sales by customer region or zone?

AFilter sales reports by customer location to view regional performance trends.

Q
Can I export sales orders to Excel?

AYes, from the list view, use the 'Export' option to download orders in Excel or CSV format.

Q
How to apply loyalty discounts in sales?

AUse pricelist rules or coupon programs to reward repeat customers with automatic discounts.

Q
Can I manage installment-based sales in Odoo?

AYes, break down invoices into installments manually or through subscription-based configuration.

Q
How to track delivered vs. invoiced sales in Odoo?

ASales order lines show delivery status, and invoicing policy determines how billing aligns with shipping.

Q
How to manage commission structures in sales teams?

AUse payroll integrations or custom commission apps to define and track incentive plans.

Q
How to set delivery deadlines on sales orders?

AAdd a delivery date on the order to help the logistics team prioritize and plan shipments.

Q
How to split a sales order into multiple deliveries?

ADuring delivery, validate only available items. Odoo creates backorders for remaining products.

Q
How to resend customer invoices or quotations?

AOpen the document, click 'Send by Email', and resend to the customer’s registered address.

Q
Can I manage multiple price lists per product?

AYes, assign different pricing strategies by country, customer type, or order volume.

Q
How to offer free shipping for large orders?

AUse conditional shipping rules or coupon codes for free delivery based on order value.

Q
How to offer free shipping for large orders?

AUse conditional shipping rules or coupon codes for free delivery based on order value.

Q
Can I link sales and inventory modules in Odoo?

AYes, the Sales module automatically triggers stock moves and delivery orders in Inventory.

Q
How to prevent sales order editing after confirmation?

ASet user access rules or use the 'Lock Confirmed Orders' setting to restrict modifications.

Q
How to manage country-wise taxes in international sales?

ADefine country-specific fiscal positions and tax rules to apply accurate taxation in global sales.

Q
How to enable online payments on sales quotations?

AIntegrate a payment gateway like Stripe or Razorpay and enable payment links on quotations.

Q
How to handle sales for different warehouses?

ASelect the warehouse at the order level if multi-warehouse is activated in Inventory settings.

Q
Can I schedule follow-ups for quotations in Odoo?

AYes, add follow-up activities on quotations using the chatter or CRM pipeline.

Q
How to set default delivery lead time per product?

AAdd ‘Customer Lead Time’ in the product form to automatically apply expected delivery dates.

Q
Can Odoo auto-create sales orders from online store orders?

AYes, eCommerce orders from Odoo Website or integrated stores automatically generate sales orders.

Q
How to analyze sales team performance in Odoo?

AUse the Sales > Reporting dashboard to track performance by salesperson or team.

Q
Is it possible to block sales of out-of-stock items?

AYes, enable the ‘Out of Stock’ control in Inventory settings to restrict unavailable items.

Q
How to clone an old sales order for repeat sales?

AClick ‘Duplicate’ on the sales order to reuse all details for a new transaction.

Q
How to add terms and conditions to quotations?

AEdit the quotation template or use the notes section to insert T&Cs.

Q
Can I apply automatic early payment discounts?

AUse payment terms and invoice policies to offer discounts for early payments.

Q
How to restrict user access to price editing?

ASet user groups or record rules to control who can edit product pricing on orders.

Q
Can I use digital signature on sales orders in Odoo?

AYes, the Sign module allows adding e-signature fields to confirm orders online.

Q
Can I customize sales reports in Odoo?

AUse filters, pivot tables, or third-party apps to customize sales analytics.

Q
How to enable recurring quotations for subscriptions?

AUse the Subscription module to automate recurring quotations and billing cycles.

Q
Can I integrate Google Maps with Odoo for customer locations?

AYes, third-party apps let you visualize customer addresses directly on a map.

Q
How to configure shipping fees by region?

ADefine delivery methods with region-based pricing and assign them to orders accordingly.

Q
Can I print barcodes from a sales order?

AYes, use the Barcode app to generate and print product barcodes linked to the sales order.

Q
How to create sales orders via email automatically?

AUse Odoo’s email alias and automation rules to convert emails into quotations or sales orders.

Q
Can I restrict discounts to specific users?

AYes, apply user group restrictions or remove discount fields using Odoo Studio.

Q
How to apply customer-specific incoterms?

ADefine Incoterms in customer records and they will appear on quotations and orders.

Q
Can I view margin or profit analysis on sales reports?

AYes, enable margin tracking in Sales settings and view profit per order or product.

Q
How to trigger SMS notifications from sales orders?

AUse SMS integrations and automation rules to send SMS upon order confirmation.

Q
How to trigger SMS notifications from sales orders?

AUse SMS integrations and automation rules to send SMS upon order confirmation.

Q
Can I track sales by product category or brand?

AYes, use product categories and custom tags to segment and report sales performance.

Q
Is customer segmentation possible in Odoo Sales?

AYes, use tags and analytic accounts to segment customers by behavior or revenue.

Q
Can I bulk update product prices used in sales?

AYes, use pricelist management or mass editing tools to change prices across items.

Q
How to enable upselling suggestions post-sale?

ACreate automated activities or email marketing to suggest additional purchases after order.

Q
What’s the role of invoice policy in Odoo Sales?

AIt determines whether invoicing is based on ordered quantity or delivered quantity.

Q
Can I sync customer data between Sales and CRM?

AYes, both modules share customer records, so updates reflect across both.

Q
Can I hide product cost from sales users?

AYes, cost fields can be hidden using user group permissions or Studio customization.

Q
How to track overdue quotations or follow-ups?

AFilter quotations by expiration date or use activities to monitor and act on overdue items.

Q
Can I add loyalty rewards or points to sales orders?

AYes, with Loyalty module integration or custom fields, you can apply and track rewards.

Q
How to manage email templates for sales?

AGo to Settings > Technical > Email Templates to create or edit templates for sales workflows.

Q
Can I control visibility of sales orders by branch or location?

AUse multi-company and multi-warehouse configurations with access rights to separate visibility.

Q
How to handle service renewals in Odoo Sales?

AUse the Subscription module to automate service renewal reminders and orders.

Q
Can I integrate digital marketing campaigns with Sales?

AYes, integrate Email Marketing and CRM to run campaigns based on sales history.

Q
How to tag VIP customers in Odoo Sales?

AAdd a tag or use custom fields to label and prioritize VIP clients during sales processes.

Q
Can I send PDF sales orders automatically?

AYes, email templates can include PDFs of the order when sent to customers

Q
How to track partial payments in Odoo Sales?

AInvoices linked to the sales order will show payment status and amounts paid.

Q
Can I restrict product visibility by region or website?

AYes, configure eCommerce rules or website domains to control what products are shown.

Q
How to offer promotional bundles in sales?

AUse kits or configure optional products and coupon promotions to create bundled offers.

Q
Can I export a customer’s full sales history?

AYes, use reporting filters by customer name and export the order history to Excel or PDF.

Q
How to trigger delivery automatically after order?

AEnable automatic delivery validation through automation or Studio-based logic.

Q
Can I use Studio to customize order fields?

AYes, Odoo Studio allows you to add, remove, or rearrange fields in the sales order form.

Q
How to integrate Odoo Sales with Accounting?

AConfirmed orders generate invoices that are tracked in the Accounting module.

Q
What’s the difference between quotation, order, and invoice?

AA quotation is an offer, an order is a confirmed sale, and invoice is the bill to be paid.

Q
Can I set customer-specific delivery schedules?

AYes, use calendar activities or scheduled deliveries defined in customer settings.

Q
How to automate contract creation from a sales order?

AUse Subscription or Project modules to auto-create contracts or tasks after sale.

Q
Is Odoo 17 Sales module different from Odoo 16?

AYes, Odoo 17 includes UI improvements, faster navigation, and enhanced discount features.

Q
How to migrate my sales data from older Odoo versions?

AUse Odoo’s upgrade services or partners like Primacy Infotech to securely migrate data.

Q
What is the best way to train new users on Odoo Sales?

AOffer hands-on training, use the built-in documentation, or contact Primacy Infotech for guided onboarding.

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