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Sales

Sales

✳︎ From quotations to invoices

Turn quotations into confirmed orders and invoices in a few clicks. Online quotes with e-signature and payment links close deals faster; price lists, discounts and margins are enforced by the system. Confirmed orders drive warehouse deliveries and accounting entries automatically.

QUOTE TO CASH - LIVE
QUOTEDSIGNEDINVOICEDSO #1042 €12KSIGNED ONLINE → ORDER → INVOICE, NO RE-TYPING
PRICE LISTS ENFORCEDE-SIGNATURE
From handshake to invoice

The slowest part of most sales is not the selling: it is everything after the yes. The quote that takes an evening to assemble, the discount someone has to check, the order re-typed into another system. Odoo Sales compresses that whole tail: quotations build from your catalog with price lists and margins enforced, go out with e-signature and a payment link, and confirm themselves into orders.

From “can you send an offer?” to paid invoice without re-typing.

Upsell blocks put options and cross-sells on the quote itself. When the customer signs, delivery and invoicing trigger in the same database: the warehouse and accounting learn about the deal in the same second the salesperson does.

FIG.01 - ORDER TO BOOKS
SALES ORDERSINVOICESEVERY ORDER FINDS ITS INVOICE - AUTOMATICALLY
Technical drawing · quote to cash
How it works
the loop runs itself
STEP 01Quote built from price lists
STEP 02Customer signs online
STEP 03Order confirms itself
STEP 04Delivery and invoice trigger
2 clicks
from product catalog to a professional online quotation
E-sign
customers sign online and pay by link: no printer involved
0
re-typing: confirmed orders trigger delivery and invoice
Margin
visible per quote before you send it, not after month-end
Key capabilities
Spec sheet · 5 functions
Professional online quotations with e-signature
Customer-specific price lists and discount rules
Upsell blocks: options and cross-sells on quotes
Order confirmation triggers delivery and invoice
Margin visibility per quote
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
We model your price lists, discounts, margins and quote templates so sellers cannot send a wrong price.
STEP 2Integrate
Confirmed orders drive Inventory deliveries and Accounting invoices: the after-sale paperwork disappears.
STEP 3Train✳︎
Your team learns Sales in the training step of our 7-step journey, with your processes documented in your own Knowledge base.
Good to know

Odoo Sales: one module, one shared database, zero double entry.

Odoo Sales is one of the standard applications of the Odoo platform, part of the Sales family. Like every Odoo module, it runs on the same database as CRM, inventory and accounting: information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose it to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Sales for: professional online quotations with e-signature; customer-specific price lists and discount rules; upsell blocks: options and cross-sells on quotes; order confirmation triggers delivery and invoice. Because the module is part of the platform, every action leaves a clean trail for reporting: managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Sales for companies in Switzerland, France, Germany, the EU and Armenia, including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Sales working on your own processes: on a free demo.
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