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
| Capability | What it does |
|---|---|
| Customisable quote templates | Per-product-type templates, brand-specific layouts, multi-language. Optional products / upsells. Discount visibility configurable per customer tier. |
| Customer-specific pricing | Per-customer price lists, volume discounts, time-based promotions, contract pricing. Common B2B pattern: negotiated pricing per account. |
| E-signature on quotes | Customer signs quote on portal; sales order auto-created on acceptance. Reduces quote-to-cash cycle time meaningfully. |
| Sales orders with partial delivery | Orders can ship in multiple deliveries. Backorders tracked. Customer portal shows partial-delivery status. |
| Kits + bundles | Kit products expand to component-level inventory consumption. Bundle pricing different from sum-of-components. |
| Multi-currency quotes + orders | Customer currency vs company functional currency handled with appropriate FX rate capture at order time. |
| Returns + credit notes | Customer return workflow, RMA management, partial returns, refund or credit-note generation, inventory restock. |
| Sales-team management | Sales-team hierarchy, account ownership, basic commission tracking (per-order percentage; complex commission needs Studio or external tool). |
| Customer portal | Customers see orders, deliveries, invoices, payment status, account statement. Self-service reduces inbound sales-ops queries. |
| 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 and /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?
It depends on how complex your pricing rules are (customer-specific, volume, contract), whether you need a customer portal, and how many currencies you sell in. We don't work from a price list: a one-week discovery maps your quote-to-cash cycle and ends with a fixed price, so the number you sign is the number you pay. Only need standard quotations and orders set up? An Odoo Success Pack gives you a fixed block of consultant hours, from 25 hours.
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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.
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How does the order-to-cash flow work in Odoo Sales?
Odoo runs order to cash in one database. A CRM opportunity becomes a quotation. The customer signs it on the portal, and Odoo creates the sales order. The order triggers a delivery in Inventory, which can ship in parts with backorders tracked. Invoices go out per shipment or per order, and payments post in Accounting. The customer portal shows each step.
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What does Odoo Sales replace?
Odoo Sales replaces order management run in spreadsheets and email. Quote templates, customer price lists, sales orders, returns and the customer portal sit in one place, so pricing rules apply automatically and customers check order status themselves. It suits B2B firms with negotiated pricing, distributors selling kits and bundles, and businesses that quote in several currencies.
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How long does an Odoo Sales implementation take?
A standard Odoo Sales implementation takes 4–8 weeks at a fixed price. Complex pricing rules, multi-currency and a customer portal push it to 6–10 weeks, as do B2B setups with customer-specific pricing and contracts. Cutover includes a 1–2 week parallel run, then 30 days of stabilisation. See our Odoo implementation services.