Odoo evolves each year, and it's not stopping anytime soon. The arrival of version 17, its latest release, allows this powerful ERP system to offer innovative features. Numerous updates have been made, particularly in the Sales module of the platform.
Odoo 17 has made many updates to the Sales module, improving efficiency and effectiveness in business operations. With enhanced features and a user-friendly interface, managing your sales processes has never been easier.
Manage all your data in a single management software solution
Import products from a catalogue
With the Odoo 17 update, you can now streamline your sales process by easily adding your products to a customer's order. This is made possible by a catalogue view. You can simply add items and adjust all details to suit your needs.
Previously, each product had to be added from a list. With Odoo 17, you can now do this using detailed icon views of the products. Attractive visuals enhance the clarity of these icons, making it easy to identify product ranges through the images.
Efficiently organize your product documents
Do you want to automate certain processes, including document management? Odoo v17 lets you share them with your customers when you send your quotes.
You just need to pre-configure this feature by linking the relevant documents to your products. This automatic sending will also occur when the order is confirmed.
Sync your sales with Odoo 17 and Amazon
With the Amazon connector, you can now manually synchronize an Amazon order with Odoo v17 using its reference. The same applies to shipping confirmations sent to Amazon.
From Odoo to Amazon, you'll have the option to synchronize FBM (Fulfilled by Merchant) offers. You can efficiently update the available quantities on Amazon to match your stock levels. In any case, using the Amazon connector will save you valuable time.
Analyze your commercial performance and development areas with optimized reports
Odoo 17 provides your company with the "Sales Reports" tool to monitor its sales strategy and operations. You get real-time data for each stage of your sales process.
V17 has the advantage of creating sales reports in just a few seconds. To get detailed, analyzed information on different topics (sales, sellers, products, and customers), open the "Reports" menu. You'll also be able to modify the view of each report by clicking on the "Measures" tab. You'll have access to a varied list of settings depending on the type of report you choose.
Another new feature with Odoo 17 Another new feature with Odoo 17 is that you can reset lines to zero regarding your PDF reports. In concrete terms, lines containing zero quantities will no longer be visible in your product variant table.
Optimize your sales management
Take advantage of an enhanced quote module
Odoo integrates additional features for sending quotes. Among other things, you have a PDF quote builder at your disposal.
Sending attractive, conversion-optimized quotes will be useful. You just need to upload your own PDF files before inserting them. They will then serve as header pages, product pages, and footer pages.
Furthermore, the quote templates offered in the ERP will now include event tickets. You can also cancel quotes in bulk. We will delete them all at once via the list view.
Customize your discount and loyalty programs
The ability to launch personalized discount programs is one of the major advantages of Odoo. The arrival of v17 will allow you to apply general discounts on orders. In addition, the system will not apply any tax to fixed discounts.
Odoo also includes several changes to loyalty programs. You can now schedule your promotions in advance by adding a start date to each of them.
With v17, you can run customer campaigns based on their price lists. You can also add a statistics button on customers to access their loyalty cards from the form view.
Improve your payment flows
Automate your partial payments
The "partial payments" feature in Odoo has also been improved. You can now benefit from a more efficient partial payment flow.
Creating payment links will be easier. Moreover, if a partial payment covers the entire transaction amount, the system will automatically confirm your quotes.
Integrate your down payments directly into your order
Odoo 17 will integrate descriptions of down payment lines into your customer orders. You can indicate the date and reference of each down payment invoice. This will allow you to manage multiple down payments at the same time.
Another innovation is that you can now get confirmation with each down payment. You just need to ask your customers to pay a down payment to validate their quote.
Optimize your business operations with Captivea
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If you want your business to grow, don’t hesitate to contact us!
Please read Odoo 17 Sales app release note