Odoo Sales:
from quote to invoice without retyping
Your quote becomes an order with one click, and that order becomes an invoice. No retyping, no forgotten invoices, and pricing agreements that enforce themselves.
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You sell well. Your administration cannot keep up.
Every quote starts from scratch
You retype customer details and prices from emails, Excel or an old quote. At invoice time you type everything over again. Every transfer is a chance for errors.
Pricing agreements live in heads and emails
That one customer got a special discount last year, but where is that written down? A salesperson charges the wrong price and you get to explain it afterwards.
The invoice goes out late or not at all
Delivered does not mean invoiced. At the end of the month you work out what is still outstanding. Meanwhile you wait for money you have already earned.
From quote to invoice without retyping
Products, prices and customer details are already in the system. When your customer confirms, the quote automatically becomes an order. You create the invoice from that order in one click, with exactly the same data.
Pricing agreements that enforce themselves
You set pricelists and discounts per customer. Volume pricing too: the more your customer buys, the lower the unit price. Odoo automatically applies the right price on every quote, so discussions afterwards disappear.
Your customer confirms and pays online
Your customer opens the quote via a link, signs digitally and can pay online right away. Nothing to install. You immediately see which quotes are open and which are confirmed.
Order confirmed? Inventory reserved, invoice posted
When you confirm an order, Odoo reserves the products in your inventory. When you create the invoice, it is automatically posted correctly in your accounting. One platform, so nobody retypes anything anymore.
Sales works together with the rest of Odoo
One platform: the same customers, the same products, the same figures in every app.
CRM
Your pipeline and your quotes look at the same customer record. From first contact to signed deal, without double entry.
Inventory
A confirmed order immediately reserves inventory. You only promise what you can actually deliver.
Accounting
Every invoice from Sales is posted automatically. Your revenue figures are correct without month-end work.
What business owners ask us about Odoo Sales
In most cases, yes, with standard pricelists: fixed prices per customer, discounts, volume tiers and validity periods. Very exceptional agreements sometimes require extra configuration. We tell you honestly during the diagnosis: standard, configuration or custom development.
Not necessarily, an integration with your current software is possible. But the biggest gain lies in invoicing from the order itself: no retyping and no forgotten invoices. Together we look at what delivers the most in your situation. If your current setup works well, we say so too.
Count on an adjustment period of a few weeks. Training is a standard part of it: live sessions, instruction videos and cheatsheets in your own language. We also start with the processes that deliver the most, not with everything at once. You can read how such a project works at our approach.
Ready to stop retyping?
Schedule a free introductory call, online or at your premises. Or call us at +32 53 89 50 21.
Schedule an introductory callAbstractive · Kerkstraat 74, 1790 Affligem · +32 53 89 50 21 · [email protected]