انتقل إلى المحتوى
ERP Builders

ERP platform · Odoo

Odoo Sales from quote to cash

Odoo Sales turns a quotation into a confirmed order that reserves stock, triggers delivery or production and creates the invoice. Done well, nobody re-keys an order and nobody guesses which price applies.

Overview

The short version

We configure quotation templates, pricelists and approval rules around how your team actually sells, including B2B portals, eCommerce and recurring orders.

ERP Builders is an independent Odoo services company and is not affiliated with or endorsed by Odoo S.A. “Odoo” is a trademark of Odoo S.A.

01

What we configure

Sales configuration depends on what you sell and to whom.

Quotation templates

Templates with optional products, terms and validity, sent for online signature and payment.

Pricelists and discounts

Customer, quantity and date-based pricing, with discount limits and manager approval.

Invoicing policy

Invoice on order or on delivery, down payments, milestone billing and credit limits.

Customer portal

Customers view quotes, orders, deliveries and invoices, and reorder online.

Commissions

Odoo 20 adds commission plans for salespeople and resellers inside Sales.

02

What's new in Odoo 20

Odoo 20 adds commissions, quotation sections, line numbering and single-use discount codes. Teams upgrading from older versions should check custom quotation reports, which often need adjusting for the new layout features.

مقالات

قراءات ذات صلة

Odooقراءة في 2 دقائق

Odoo 20 POS and eCommerce: What Retailers Get

Odoo 20 for retailers: POS self-ordering, multiple currencies, employee access levels, label printing, plus eCommerce cross-sells, review requests and AI editing.

Odooقراءة في 2 دقائق

Odoo Partner vs Independent Odoo Consultant

Official Odoo partners, independent Odoo firms and freelancers compared on pricing, independence and support, plus questions to ask before you sign.

Odooقراءة في 2 دقائق

Odoo POS for Retail: Setup, Hardware and Lessons

Running retail on Odoo Point of Sale: shop setup, hardware choices, offline mode, multi-store stock, loyalty, cash control and connecting stores to online sales.

الأسئلة الشائعة

الأسئلة الشائعة

Can we have different prices per customer?

Yes. Pricelists handle customer-specific, quantity-based and time-limited prices, in multiple currencies.

Can discounts need approval?

Yes. Discount limits and approval rules can stop a quote being confirmed until a manager approves it.

Does Odoo Sales work with Shopify or Amazon?

Yes, through integrations that import marketplace orders as sales orders so stock and accounting stay in one place.

الخطوة التالية

Want quotes and orders without re-keying?

We will map your sales process into Odoo and show the full quote-to-cash flow.