What is Odoo Sales?
Odoo Sales is a sales management module within Odoo, the all-in-one ERP system. It helps businesses manage their sales process efficiently—from creating quotations to confirming orders, tracking deliveries, and generating invoices.
Think of it as a centralized hub for your sales operations. Instead of juggling multiple apps for invoicing, inventory, or CRM, Odoo integrates everything into one platform. This makes your workflow faster, reduces errors, and ensures your business data is accurate and connected.
“The Sales module is your hub for quotations, orders, products, and customers.”
Why Quotations Are Important in Odoo
A quotation is a formal offer sent to your customer. It shows:
Products or services offered
Prices, optional items, and discounts
Payment terms and deadlines
Additional notes or delivery instructions
Using Odoo to create quotations will ensure your professionalism and organization. Features like quotation templates, optional products, automated calculations, and online signatures make the process simple and scalable for any business.
Step-by-Step Guide to Create Quotations in Odoo
Step 1: Open the Sales Module
Login to your Odoo dashboard and click the Sales module. This module contains all of your sales activities, including quotations, orders, products of your business, and your customers information.
Tip: Take a moment to explore the menus to familiarize yourself with the layout.
“Open the Sales module to manage quotations, orders, and customer data.”
Step 2: Create a New Quotation
Click the create button on the left-upper side to open a blank quotation form.
Tip: Use Quotation Templates for repeat orders to auto-fill products, pricing, and optional items.
“Start a new quotation using the Create button.”
Step 3: Select the Customer
If you're new in Odoo Sales you must first create your customer (include your customers information like address and etc.), Once you're done creating your customer you can then choose which customer you're creating the quotation for.
Tip: Adding customer details now ensures smooth processing later, including billing and delivery addresses.
Step 4: Add Products or Services
Create products first if your new to Odoo Sales and then you can Add the products or services to your quotation form. Each line includes:
Product name
Quantity
Unit price
Taxes (if applicable)
Tip: Include optional products for upselling or offering add-ons without creating separate quotations.
“Add products, quantities, and pricing to your quotation.”
Step 5: Include Optional Products
Adding Optional products give your customers more choices. This feature is perfect to increase your business average order value or offering bundles.
Step 6: Set Margins, Discounts, and Special Terms
Adjust prices, discounts, or profit margins. Odoo automatically recalculates totals including taxes.
Tip: Monitor margins to ensure your quotation is profitable.
Step 7: Set a Quotation Deadline
Setting an expiration date can help your customer encourage to respond on time and help maintain your sales pipeline.
Tip: Short deadlines encourage faster decisions, while longer deadlines give clients more time for large orders.
Step 8: Customize Your Quotation
Odoo lets you customize your quotation layout for a professional touch:
Add headers and footers
Include terms and conditions
Add a personalized message for the customer
“Customize your quotation using PDF Quote Builder for a professional appearance.”
Step 9: Send the Quotation
Send the quotation via email or download it as a PDF.
Tip: Enable online signatures and link online payments to streamline approvals.
Step 10: Confirm the Quotation
When your customer accepts your quotation, click the Confirm Sale. The quotation will automatically become a sales order, that will trigger:
Inventory updates
Invoice generation
Delivery tracking
Key Features to Explore in Odoo Sales
Optional Product: helps you promote your products.
Template: helps you save time and prioritize your other tasks.
Integrate: connects your quotations to other features like invoices and deliveries.
Reports: Analyzes your business sales performance and follow up with the clients.
Discount and Margins: Maintain your profit of your businesses product.
Extra Tips for Beginners
Double-check your product prices, quantities, and taxes before sending it to your customers.
Use templates for your repeat clients.
Explore optional products and online payment features.
Track deadlines to follow up efficiently.
Conclusion
Creating quotations in Odoo Sales becomes simple once you know what are the steps and features of it. By using templates, optional products, and online signatures, you can create professional and accurate quotations that impress your customers.
Even as a beginner, following this guide will help you manage customers, products, and sales in a structured, automated way—making your sales process faster and more effective.
“Mastering quotations in Odoo can streamline your sales workflow and improve efficiency.”