Sales Process Optimisation and Financial Management with Odoo 17
The main objective of improving a module is to maximise operational efficiency by reducing the time needed for day-to-day tasks. With this in mind, Odoo has integrated a number of innovative features into version 17 of its sales application.
Sales Module: Streamlining processes
1. Simplified data entry and mobile capabilities
Make it easy to issue quotes in just a few clicks, converting them instantly into orders and invoices from a single interface. Use the integrated CRM application to seamlessly manage your sales pipeline, from lead to close.
2. Instant quotes to boost sales
Optimise quote creation by adding products directly from a catalogue, providing an overview for fast, efficient quote generation.
3. Automation of Routine Orders
Save time by designing customised quotation templates that can be reused in just a few clicks.
4. Customer portal for fast closing of deals
Give your customers real-time access to their online sales dashboard, enabling instant consultation of orders, invoices and other crucial information. Online payment and electronic signatures speed up the process.
5. Innovative quote creator
Configure the new "quote creator" for attractive proposals. Integrate customised PDF files, such as customer testimonials, certifications or general terms and conditions.
Automatically share documents with your customers when a quote is sent or when an order is confirmed by linking documents to your products.
6. Streamlined communication
Integrate WhatsApp to send quotes, track sales opportunities with one click and receive alerts via the "Calendar" view.
7. Price and Product Control
Apply discounts to quotation lines, customise products with a number of attributes, including the multiple checkbox display type.
Customise products with several attributes, in particular with the new display type: multiple checkboxes.
Payments Module: Advanced Financial Management
Odoo has focused on improving the Payments module in version 17, introducing key features for a smoother experience.
1. Simplified billing and payment
Diversify your invoicing options, including on account, pro-forma, based on quantities delivered or ordered, on time and materials, and on project stages. Confirm orders on payment on account and consolidate invoices for multiple orders from the same customer.
2. Supplier Payment Improvement
Optimise the use and configuration of the payment form with an improved design. Benefit from enhanced payment providers such as Demo, SEPA, Ayden, Stripe, and bank transfers, each linked to a comprehensive list of payment methods.
3. Advanced features
Filter payment providers by currency, allow users to pay with their registered methods without logging in, remove surcharges, and explore many other features available in version 17.