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1. Odoo Sales Implementation Plan

For retail operations

TABLE OF CONTENTS

1. 🔎 OVERVIEW​

Necessary modules and implementation processes to effectively serve retail operations for construction materials.

2. 📦 MODULES TO DEPLOY​

2.1. Main Module​

Sales (sale_management) – Manage quotations, orders, and sales contracts.

2.2. Dependent Modules​

2.2.1. Inventory and Product Management​

  • Inventory (stock) – Manage inventory, receipts – deliveries – stock levels.
  • Purchase (purchase) – Manage purchase orders.
  • Barcode – Support barcode scanning for warehouse and sales.

2.2.2. Sales & Customer​

  • CRM (crm) – Manage opportunities and customer care.
  • Contacts (contacts) – Manage customer and vendor information.
  • Point of Sale (POS) – In-store sales.

2.2.3. Finance & Payment​

  • Invoicing (account) – Create invoices, track debt, accounting integration.

2.2.4. Internal Management​

  • Employees (hr) – Human resources management.
  • Documents (documents) – Internal document management.
  • Planning (planning) – Work planning.

2.2.5. Supplementary (Optional)​

  • Fleet (fleet) – Fleet management (if transportation is provided).
  • Website – Online sales.
  • Loyalty Program – Customer loyalty programs (if applicable).

3. 🛒 SALES BUSINESS PROCESS​

3.1. ✅ Receive Customer Requests​

  • Via store, phone, email, or website.
  • Record requirements regarding products, quantity, and delivery time.
  • In case of a new customer: create a Contact in the Contacts module.

3.2. 🧾 Create Quotation​

  • Go to module Sales > Quotations > Create.
  • Select customer, quotation expiration date.
  • Select product, quantity, price, taxes, discount (if any).
  • Add notes on delivery conditions, payment (if needed).
  • Send quotation via email (automatic or manual).
tip

📌 Option: Can print or export to PDF to send directly.

3.3. 📄 Confirm Sales Order​

  • When the customer agrees, click "Confirm Sale" to convert the quotation into an order.
  • The system automatically:
    • Deducts stock (if sufficient)
    • Creates a Delivery Order in the Inventory module
    • Creates an invoice (if configured)

3.4. 🚚 Preparation and Delivery​

  • Go to Inventory > Delivery Orders to process the delivery.
  • Check stock, prepare goods.
  • Print Delivery Slip.
  • Confirm delivery (Validate).
  • System updates inventory.

3.5. 💰 Invoicing​

  • Go to Sales Order > Create Invoice or via the Invoicing module.
  • Select invoice type:
    • Full invoice
    • By delivered products
    • By payment milestones
  • Send electronic invoice or hard copy to the customer.

3.6. 💵 Debt Tracking & Payment​

  • Go to Invoicing > Customers > Payments.
  • Record payment: cash, bank transfer, card swipe (depending on channel).
  • Link payment to the corresponding invoice.
  • Track debt status (Open / Paid).

3.7. 📊 Reporting and Analysis​

  • Access reports at:
    • Sales > Reporting > Sales Analysis
    • Invoicing > Reporting > Invoice Analysis
  • Monitor:
    • Revenue by time / product / employee
    • Order status
    • Conversion rate from quotation → order

Sales Process