Simplify your business processes with Odoo 18’s tools

Revamping catalogue and product management

Simplified product creation and management

Odoo 18 offers a more intuitive approach to product management, featuring a redesigned product form. With reorganized buttons and clearer labels, creating new items is now easier. In addition, Odoo has introduced three distinct categories: goods, services, and combos, streamlining navigation for users and reducing complex options. Users can also archive unnecessary items or attributes, helping maintain an organized and up-to-date work environment.

Barcode Lookup for product data automation

The new Barcode Lookup feature in Odoo 18 automates the completion of product information. This function incorporates a supplier database, allowing users to find product data easily and avoid errors and redundancies during data entry. This capability significantly reduces entry time, prevents mistakes, and ensures products remain active and tracked in inventory.

Optimizing price management and price lists

In pricing, Odoo 18 introduces significant improvements. Price list management has been streamlined, with automatic activation reducing administrative workloads. Users benefit from a clear, efficient approach to managing their pricing.

Creating pricing rules is now more accessible, enabling discounts based on quantities purchased. For example, a 10% discount can be applied to a batch of five items, making promotion management easier. In addition, generating price reports is now simpler, with a dedicated button that allows for product selection and document creation in just a few clicks, with printing options in PDF and CSV/Excel formats.

Streamline quote creation

Revamped interface for an enhanced user experience

The quote creation interface has been carefully redesigned to enhance the user experience. Quotes now feature a single column for the product and its description, making the information clearer. You can easily customize each product with specific details. The management of quantities and pricing has been refined, allowing you to adjust prices manually while still being able to recalculate using price lists. In addition, quote templates are now customizable, giving you the flexibility to rearrange elements according to your preferences.

Integration with a preconfigured spreadsheet also makes it easier to manage logistics. Another key improvement is better tracking of installation time, providing more accurate estimates. Finally, the ability to email product-related documents adds flexibility to your client interactions.

Enhance your quotes with sales documents

Adding sales documents ahead of the quote is a significant advantage for your marketing strategy. This enhancement allows you to increase the perceived value of your offers by providing comprehensive and relevant information. By incorporating brochures, presentations, or technical specifications, you give your clients a clear understanding of what you offer.

This not only saves time but also improves customer satisfaction by enabling informed decision-making. Highlighting the benefits of your products or services in these documents maximizes your chances of converting prospects into clients. Ultimately, these enhancements to quote marketing can boost sales and strengthen your brand image with your clientele.

Improve management of your sales teams and their commissions

Commission management has also been simplified with Odoo 18. Users can now create custom commission plans to track the performance of their sales teams. For instance, a manager can establish a plan for the current year while retaining data from the previous two years. This tracking is based on clear objectives, with each salesperson evaluated against defined criteria, such as a target amount to be billed per quarter.

Moreover, Odoo allows for visualization of each salesperson's performance within the commission list, facilitating personal tracking and revenue forecasting. Commission adjustments are also possible. In cases where multiple salespeople collaborate on a sale, Odoo offers a comprehensive solution for distributing earnings.

Management of assigned serial numbers and licenses

The serial number management feature in Odoo 18 enables easy tracking of serial numbers and software licence information associated with a customer from their record. This approach is beneficial for after-sales service, simplifying the processing of returns and repairs. When a claim is made, teams can quickly access relevant information, helping to reduce response times.

Additionally, serial number management aids warranty management. By recording each product with a unique serial number, companies can monitor warranty validity and manage warranty repairs efficiently. This feature streamlines processes and fosters clear communication with customers, ensuring their needs are addressed. Ultimately, this option saves time for both internal teams and clients.