Modul Sales

Odoo memiliki modul Sales Management yang handal sehingga dapat membantu meningkatkan produktivitas penjualan, menangani aktifitas penjualan mulai dari penawaran sampai pada faktur penjualan, mengontrol penjualan, memonitor pengiriman dan menganalisa tim marketing serta prestasi penjualannya.

Modul Sales Management dapat diimplementasikan pada berbagai jenis usaha seperti :

Module Sales's Content in Odoo

SETTINGS MENU

Menu Sales Settings was moved under Sales menu. Before, all settings of several modules were handled in one place Menu Settings

>

Configuration. Now each module has its own Settings menu. Below is the one for Sales module located at Sales

>

Configuration

>

Settings.

WORKFLOWS

Workflows in Sales, Purchases, and many other modules are going to be completely removed. Instead, we will use Python code.

AUTO CALCULATION AND UPDATES ON ORDERS AND INVOICE FORM

In Odoo 8, I need button Update to recalculate Taxes and Total Amount after making some changes in Order Lines or Invoice Lines.

Button Update on Sales Order form in Odoo 8

SIMPLIFICATION OF SALES PRICE LIST

SPLITTING MARKETING MENUS

Before, Mass Mailing, Mailing Lists, Events, Campaigns, Survey are in the main menu Marketing. Now they have their own menu: Lead Automation, Events, Mass Mailing, Surveys.

CONNECTION BETWEEN ORDER AND INVOICE

It is convenient to know the related Customer Invoice status right from the Sales Order form thanks to a new field ‘Invoice Status’.

INVOICING POLICY CONFIGURATION

In Odoo 8, I do it on Sales Order form tab Other Information. There are 3 types:

  • On Demand: create an invoice from the sales order when needed.
  • On Delivery Order: create an invoice from the delivery order when the products have been delivered.
  • Before Delivery: create an invoice from the sales order and must be paid before the products can be delivered.

RECURRING INVOICES

In Odoo 8, the feature is called Contract Management. Firstly I activate it in Settings, technically it installs the module account_analytic_analysis.

from : http://bloopark.de/en_US/blog/the-bloopark-times-english-2/post/complete-overview-of-sales-and-crm-in-odoo-10-270#blog_content

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