New Features & Improvements in Odoo 14 Sales Moduleby Alex Forsyth Developer
Odoo 14 has come up with fresh and advanced features and modules to offer more efficient and streamlined business management. And here’s all about its new Sales module shared by an expert consultant of Odoo in Australia.
Odoo 14 is the latest and the most advanced version of the Enterprise Resource Planning software that has come up with fresh features and modules for businesses of all verticals including a new sales module, purchase module, warehouse module, inventory module, finance module, CRM, human resource module, and more. All these modules are upgraded to let businesses experience a seamless workflow and more efficient management of the different processes.
And some of the major improvements have been introduced in the Sales module of the ERP. Odoo Sales is one of the most essential modules used and managed by almost every business. And this module helps businesses with automated and effective management of all sales-related activities apart from providing support for many other operations.
Odoo Sales Module
Sales is a vital aspect if every business and effective management of all sales-related tasks can increase the profit margin and can drive more customers to your business. However, this module of version 14 is the ultimate solution for managing all sales operations in a business.
Odoo allows its users to create their sales quotations according to the customer demands and requests and can send them the same via mail. The new quotation template feature that’s there in Odoo 14 allows its users to save and keep the different sales quotation templates to use in the future as well. Every quotation can help in defining the different payment methods and taxes allocated with the respective sales and customers.
Apart from this, users can also view different aspects of the sales-related operations including invoices generated, number of quotations, commodities sold, revenue, and more.
Here are the key areas of sales operations.
- Send quotations
- Price and product management
- Choose quotation templates
- Use signature to confirm the orders
- Select optional products
- Management of down payment requests
- Invoice management as per the delivered and ordered quantities
- Add terms and conditions for sales
- Management of different addresses for product delivery and invoice generation
- Quotation deadline management
- Get payments to confirm orders
- eBay and Amazon connector integrations
- Sales tax management
- Products and product variants management
With so many new and improved features in this module and covering so many areas, Odoo 14 has become the first choice of all businesses now. The existing Odoo users have already migrated to version 14 and the new users are now planning to adopt it for their business now.
Now, let’s take a glance at the main features added to this module of Odoo 14.
This is one of the new features in the Odoo 14 Sales module. With this, if the users want, they can see and access the next Activity right from the module’s dashboard itself. Once the users enter the dashboard, they can find the tree view, where they can find the numbers, salespersons, customers, next activity, status, etc.
With this Next Activity column, users, salesperson, or sales managers can also schedule all upcoming activities related to sales. And they can schedule more than one activity at the same time that can be the order upsell, make a call, communicate with the buyers, call follow up, or anything else.
Chat with the salespersons:
This is again another new feature added to version 14’s Sales module. This helps with easy and frequent communication between Salespersons and the Sales managers thereby, improving the sales flow.
Another new and significant feature of this module is the improved Forecast report. Users can create a Sales Order from the dashboard by entering the customer details along with the delivery address and invoice address, and the other required information in the given form and click the ‘create’ button there. Once the order is created and then confirmed, the users can view the forecasted report of that sales order. The report gets generated for the specific product users will select.
So, these were some of the most significant and new features that got introduced in this module of Odoo 14. Now, businesses can enjoy even better and smooth Sales management with it.
Alex Forsyth is an experienced consultant of Odoo in Australia associated with the most trusted ERP consultancy and implementation company, Envertis Software Solutions. The author has written many useful articles on Odoo and has shared this to let you know about the improved Sales module in the latest version of the ERP, Odoo 14.
Created on May 25th 2021 08:04. Viewed 226 times.