Odoo Sales app, configured for how you actually operate

No. CRM manages the pipeline: leads, opportunities, scoring and the activities that get you to a proposal. Sales manages everything from the quotation onward: templates, pricelists, order confirmation, delivery and invoicing policies, and reporting. They share one database, so a won opportunity becomes a quotation without being retyped.

A pricelist is a set of price rules applied to a quotation. Each rule targets a product or a category and can be limited by customer group, quantity and date range. A pricelist carries its own currency and, in a multi-company database, its own company. Rules can be overridden on the order.

Yes. Currency is set on the pricelist, so a customer who buys in another currency gets a pricelist in that currency. Odoo works with 167 currencies, and the Accounting application must be installed before multi-currency is available. Rate updates are scheduled so nobody converts by hand.

No. The invoicing policy is set per product. Ordered quantities bills what the customer confirmed. Delivered quantities bills what actually shipped, which suits businesses that fulfill one order across several deliveries. We agree on the policy per product family during design rather than leaving the default.

Yes. Online signature can be enabled globally or on a quotation template, so the customer opens the quotation, signs it, and the order is confirmed with a record of who confirmed it. Online payment can be requested on confirmation too. Both replace the email thread that stands in for approval.

Small implementations run 8 to 12 weeks. Mid-market programs run 12 to 24 weeks. Multi-channel enterprise rollouts run 6 to 12 months. A version upgrade alone is 3 to 8 weeks. Catalog complexity, how many customer-specific terms you carry and how many channels create orders move the range most.

Yes. Turning on the Margins setting adds Margin and Margin (%) columns to the order lines, worked out from the sales price and the cost held on the product. They recalculate when a pricelist is applied, so the effect of a concession is visible before sending.

Yes, through portal access. A portal user sees their quotations, sales orders, deliveries and invoices, signs a quotation and downloads documents, without an internal user account. We decide what the portal exposes during design, because that decision is what ends the status-chasing calls.

Odoo’s version 20 documentation describes the Sales application as the place to run the sales process from quotation to sales order, and to deliver and invoice what has been sold. Any product with the Sales checkbox ticked on its product form can be sold with it. Odoo describes a fast and intuitive interface designed for salespeople, quotations converted into sales orders in one click, or by the customer through an online quote, and quotes, orders and invoices handled from the same screen. Because Odoo is a suite of open source business apps, Sales shares its database with CRM, Inventory and Accounting.

Odoo groups them under efficient selling, professional quotations, order and contract management, streamlined communication, product and price control, and reporting. In practice that means a quotation builder and quotation templates, pricelists and discounts, product variants with a variant grid, optional products for upselling, electronic signature and online payment, a customer portal, invoicing on ordered or delivered quantities, pro forma invoices, and order and invoicing analysis. Odoo also offers a mobile interface for selling on the road.

It shares one database with the rest of Odoo. CRM hands the won opportunity over as a quotation. With Inventory installed, product availability information shows on the quotation and a confirmed order triggers delivery orders automatically. Odoo says Accounting generates invoices from sales orders, delivery orders and contracts, and recurring contracts belong in the Subscriptions app, which tracks recurring revenue on its own dashboard.

Yes. Odoo describes pricelists that compute the price from customer conditions, such as region and price tier, or from order conditions, such as quantity and time. Discounts can be applied to any quotation line and shown or hidden on the customer’s copy, and coupons, promotion codes and loyalty programs sit alongside them. We decide with you which of these a rep may override.

Yes. Odoo treats delivery charges as a product type, and shipping cost can be computed from weight, volume, quantity, margin and delivery address. Through third-party shipper integrations Odoo prints labels and tracks shipments; it names UPS, DHL, FedEx, USPS, Bpost and Easypost among them. We set the delivery methods per channel during design.

Odoo lets you base statistics on orders, invoices or both, and group sales data by product type, salesperson, country and sales team. It also describes a dashboard for metrics such as total invoiced, and an overview of next activities. Because quotations, orders and invoices sit in one database, those numbers come from the records themselves rather than from exports.

Odoo’s One App Free plan covers one app with unlimited users, and that app can be Sales. The Standard plan includes all apps on Odoo Online. The Custom plan adds the external API and a choice of Odoo Online, Odoo.sh or on-premise hosting, with Odoo.sh hosting billed on top. Which plan includes Studio is worth confirming in the current plan comparison on odoo.com. Odoo no longer sells apps one at a time, and Odoo Online cannot run custom code modules, so the plan follows how many apps you run and whether you need custom development. Prices vary by country, so check Odoo’s pricing page for yours.

It depends on what happens after the quote. A CPQ tool such as Salesforce CPQ handles quoting, with delivery and invoicing usually in another system. Odoo puts the quotation, the order, the delivery and the invoice on a single platform, so it suits teams that want the accepted quote to become the shipment and the bill without re-entry. If quoting is all you need and another system owns fulfillment, a CPQ tool can be the better fit.

The limits we scope for are about plans and custom work. Odoo Online cannot run custom code modules, so a business with highly specific quoting logic needs the Custom plan with Odoo.sh or on-premise hosting. If you plan to use Studio, check the current plan comparison on odoo.com for which plan includes it. Every custom module also has to be tested again at each version upgrade. We treat each of these as a scoping decision made during design, not a surprise after go-live.

Three things from the process above: a sales operations owner who decides the terms, configuration before customization, and real orders in testing. Pricelists, quotation templates and invoicing policies agreed in writing during design avoid rework later, and a pilot that runs real orders end to end with one sales team catches the rest before go-live.

Yes. Odoo offers a mobile interface for selling on the road, so a rep can open a customer, start from a quotation template and send the quote away from a desk. Creating quotations from templates keeps the offer, the prices and the terms the same whichever device sends them.

Yes. Odoo describes the ability to modify sales orders, sell product kits and ship partial orders, and customers can modify an order in the portal before confirming it with an electronic signature or online payment. Which changes are allowed after confirmation, and who approves them, is a rule we write down with your sales operations owner.

Yes. Odoo’s invoicing options include down payments, pro forma invoices, invoicing on ordered or delivered quantities, time and materials, and project milestones, and an invoice is created automatically when an online payment is confirmed. Odoo also says you can easily track and follow up on invoice aging. We match each product family to one policy during design.

Odoo’s version 20 Sales documentation covers connectors for Amazon, Shopee, Lazada and TikTok Shop, each with its own order management. Marketplace orders then sit next to orders from your reps, your storefront and your customer portal. Other channels connect through the integrations described above.