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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.

ODOO MODULE✳︎
CATEGORYSales
Why it matters

Every sales team runs on adrenaline and memory - and both run out. Sales replaces memory with a system: every deal has a stage, every stage has a next step, and nothing sits quietly forgotten in an inbox while a competitor calls the customer back first.

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

What changes the numbers is not the pipeline view - it is the speed. Quotes that used to take an evening go out between two calls, with prices and discounts the system already checked. The customer signs on a link, the order confirms itself, the warehouse and accounting learn about it in the same second. Selling gets faster because everything after the handshake got automatic.

FIG.01 — THE PIPELINE
NEWQUOTEDWONDEAL €48KPIPELINE — EVERY DEAL HAS A NEXT STEP
Technical drawing · Sales
How it works
the loop runs itself · tap a step to hold it
STEP 01Quote built from price lists
STEP 02Customer signs online
STEP 03Order confirms itself
STEP 04Delivery and invoice trigger
✳︎
From “can you send an offer?” to paid invoice without re-typing.
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
A business analyst maps Sales to your real processes - most changes take hours in Studio, not weeks of code.
STEP 2Integrate
It shares one database with every other module - no connectors, no sync jobs, no double entry.
STEP 3Train✳︎
Your team learns it in the training step of our 7-step journey - with docs in your Knowledge base.
Good to know

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

Sales is one of the standard Odoo applications in 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 Odoo Sales 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 Odoo 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.
Book a Demo