Odoo Sales Module: Complete Setup & Configuration Guide

Sales Module Overview

Odoo Sales handles the entire sales process: from quotation creation to order confirmation, delivery, and invoicing. It connects to CRM for lead management, Inventory for fulfillment, and Accounting for billing.

Setup Steps

1. Quotation Settings

# Settings → Sales:
# - Quotation Templates: pre-built quote templates
# - Online Signature: customers sign quotes online
# - Online Payment: customers pay directly from quote
# - Quotation Validity: default 30 days
# - Lock Confirmed Sales: prevent edits after confirmation

2. Products

# Three product types:
# - Storable: tracked in inventory (physical goods)
# - Consumable: not tracked (office supplies)
# - Service: no physical stock (consulting, support)

# Product setup:
# - Sales Price: $99.99
# - Cost: $45.00 (for margin calculation)
# - Invoicing Policy: ordered vs delivered quantities
# - Can be Sold: Yes
# - Can be Purchased: Yes (if you also buy this product)

3. Pricelists

# Multiple price strategies:

# Pricelist: Retail (default)
# - Product A: $100
# - Product B: $200

# Pricelist: Wholesale (for B2B)
# - Product A: $75 (25% discount)
# - Product B: $150 (25% discount)

# Pricelist: VIP
# - 10% discount on all products

# Rules:
# - Percentage discount on all products
# - Fixed price per product
# - Formula (cost + markup)
# - Minimum quantity triggers (buy 10+ = 15% off)

4. Payment Terms

# Settings → Accounting → Payment Terms:
# - Immediate Payment
# - Net 15 / Net 30 / Net 60
# - 2/10 Net 30 (2% discount if paid in 10 days)
# - 30% Now + 70% on Delivery

# Assign default payment terms per customer
# Override on individual quotations

Sales Workflow

# 1. Create Quotation
#    Select customer → add products → set terms

# 2. Send Quotation
#    Email or share link → customer reviews online

# 3. Customer Signs/Pays Online
#    Online signature + optional deposit payment

# 4. Confirm Order
#    Quotation → Sale Order
#    → Delivery order auto-created
#    → If prepaid: invoice auto-created

# 5. Deliver
#    Warehouse picks, packs, ships
#    → Tracking number sent to customer

# 6. Invoice
#    Create invoice (from SO or automatically)
#    → Send to customer → collect payment

Quotation Templates

# Pre-built templates for common proposals:

# Template: "Standard Product Quote"
# - Header: company intro, terms
# - Products: pre-filled line items
# - Optional products: upsell suggestions
# - Footer: payment terms, warranty info

# Benefits:
# - Consistent branding
# - Faster quote creation
# - Built-in cross-selling
# - Professional PDF output

Margin Tracking

# Enable: Settings → Sales → Margins
# Shows on every quote/order line:
# - Cost: $45
# - Sale Price: $100
# - Margin: $55 (55%)

# Dashboard shows: total margin, margin per salesperson
# Low-margin alerts can be configured

Discount Management

# Settings → Sales → Discounts:
# - Allow discounts on order lines
# - Maximum discount % per sales team/user
# - Manager approval for discounts above threshold

# Discount types:
# - Percentage on line
# - Fixed amount
# - Via pricelist rules
# - Coupon codes (Promo module)

Cross-Selling & Upselling

• Optional Products: shown on quotation for customer to add
• Accessory Products: suggested when adding a product to cart
• Alternative Products: shown as alternatives on product page

Sales Reports

• Sales by product, customer, salesperson, team
• Quotation-to-order conversion rate
• Average order value
• Sales forecast (pipeline × probability)
• Margin analysis per product/customer

DeployMonkey + Sales

Deploy Odoo Sales on DeployMonkey. The AI agent configures pricelists, quotation templates, margin tracking, and sales team workflows. Start selling professionally from day one.