Sales Module
Odoo Sales
Odoo Sales handles the quote-to-order-to-invoice cycle: quotations, pricing rules, customer-specific pricing, sales orders, partial deliveries, returns, sales-team management. Tightly integrated with CRM (pipeline → quote), Inventory (order → fulfilment), and Accounting (invoice → revenue).
Last reviewed:
What it is
**Quotations**: customisable templates, line-item discounts, taxes, terms, optional products. **Pricing rules**: customer-specific pricing, volume pricing, time-based pricing, multi-currency, price lists per region / segment. **Sales orders**: from accepted quotes, with delivery scheduling, partial-delivery support, kit / BOM expansion. **E-signature**: customer signs quotes on portal; order auto-created on acceptance. **Returns + credit notes**: customer return workflow, partial returns, refund handling. **Sales team management**: sales-team hierarchy, ownership, commission calculation (basic). **Customer portal**: customers see orders, deliveries, invoices, payment status, statements. **Integration**: from CRM (opportunity → quote), to Inventory (order → delivery), to Accounting (invoice + payment).
Why it matters
Sales order management is often where complexity hides — customer-specific pricing, partial deliveries, returns, kit / bundle pricing, multi-currency. Most businesses on Odoo use the Sales module as the spine of the quote-to-cash cycle. For B2B operators particularly, the configurability of pricing rules + the customer portal eliminates a lot of friction.
Features
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Customisable quote templates
Per-product-type templates, brand-specific layouts, multi-language. Optional products / upsells. Discount visibility configurable per customer tier.
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Customer-specific pricing
Per-customer price lists, volume discounts, time-based promotions, contract pricing. Common B2B pattern: negotiated pricing per account.
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E-signature on quotes
Customer signs quote on portal; sales order auto-created on acceptance. Reduces quote-to-cash cycle time meaningfully.
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Sales orders with partial delivery
Orders can ship in multiple deliveries. Backorders tracked. Customer portal shows partial-delivery status.
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Kits + bundles
Kit products expand to component-level inventory consumption. Bundle pricing different from sum-of-components.
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Multi-currency quotes + orders
Customer currency vs company functional currency handled with appropriate FX rate capture at order time.
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Returns + credit notes
Customer return workflow, RMA management, partial returns, refund or credit-note generation, inventory restock.
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Sales-team management
Sales-team hierarchy, account ownership, basic commission tracking (per-order percentage; complex commission needs Studio or external tool).
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Customer portal
Customers see orders, deliveries, invoices, payment status, account statement. Self-service reduces inbound sales-ops queries.
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Integration with CRM + Inventory + Accounting
Opportunity → quote → order → delivery → invoice → payment all in one database. No sync layer.
How it works
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Sales-process discovery
Interview sales ops + sales reps. Document quote-to-cash cycle, pricing rules, customer portal needs. Output: configuration spec.
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Pricing rules + templates
Price lists per customer segment / region. Quote templates per product line. Multi-currency rates from feeds.
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Customer master + portal
Customers migrated with appropriate pricing rules. Customer portal configured with branding. Existing customers invited to portal.
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Sales team training + cutover
Reps trained on quote generation, customer portal, e-signature flow. Cutover with parallel-run for 1–2 weeks.
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Stabilisation
30 days post-cutover. First month-end revenue recognition validated. Sales-team commission report validated.
Deployment timeline
Standard Sales implementation: 4–8 weeks fixed-price. With complex pricing rules + multi-currency + customer portal: 6–10 weeks. B2B with customer-specific pricing + contracts: 6–10 weeks.
Best for
Businesses with structured B2B or B2C order management. Particularly: B2B operators with customer-specific pricing; manufacturers / distributors with kit / bundle products; multi-currency international operators; businesses where customer portal reduces sales-ops workload; companies graduating from order management in spreadsheets / email.
Frequently asked questions
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Does it integrate with Odoo eCommerce + Shopify + Amazon?
Yes — eCommerce / marketplace orders flow into the Sales module with appropriate handling. See [/solutions/shopify-odoo-integration](/solutions/shopify-odoo-integration) and [/solutions/amazon-odoo-integration](/solutions/amazon-odoo-integration).
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How does customer-specific pricing work?
Price lists with per-customer, per-customer-tier, per-product-category rules. Time-based promotions (e.g. Q4 discount). Volume-based pricing (10+ units 10% off, 50+ units 20% off). Per-currency price lists for multi-currency operations.
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Can customers sign quotes electronically?
Yes — native Odoo Sign for e-signature on quotes. Customer accesses quote on portal, signs, order auto-created. Reduces sales cycle by 1–5 days typically.
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What about partial deliveries?
Yes — orders can ship in multiple deliveries (backorders, staged delivery). Customer portal shows partial-delivery status. Invoicing per shipment or consolidated per order configurable.
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How are returns handled?
RMA workflow: customer requests return, internal approval, return shipment received at warehouse, inventory restocked, credit note generated or refund processed. Partial returns handled.
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Multi-currency quotes?
Yes — quote in customer currency, with appropriate FX rate at order time. Conversion to company currency for accounting. FX gain / loss on payment receipt.
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Can we customise quote templates per product line?
Yes — multiple quote templates with different branding, layout, optional add-ons. Sales rep picks the right template per opportunity / product line.
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What about commission tracking?
Basic commission tracking native (commission per closed order, percentage rules). Complex commission structures (multi-tier, accelerators, draws, clawbacks) need Odoo Studio customisation or specialist commission tool integrated.
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Does the customer portal reduce support load?
Yes — customers self-serve for order status, delivery tracking, invoice viewing, payment status, statement download. Typical 30–50% reduction in inbound sales-ops queries.
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Integration with CRM?
Yes — CRM opportunity → Sales quote → Sales order is unified. Sales rep sees pipeline + delivery + collection status in one view.
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What's the implementation cost?
Standard Sales: USD 12,000–28,000. With complex pricing + customer portal: USD 18,000–40,000. B2B with contract pricing + multi-currency: USD 22,000–50,000.
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What's the first step?
30-minute scoping call. Bring: order volume, pricing complexity (customer-specific / volume / contract), current order management tool, key pain points.