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Simplify your business processes with Odoo 18's tools

Effective business management relies on well-structured processes. In its 18th version, Odoo's Sales module introduces enhancements designed to streamline every step of these processes. With tools tailored for product creation, price and quote management, and performance tracking, Odoo caters to both small businesses and large organisations seeking smoother operations. Let’s explore how Odoo 18 can transform your workflow.
14 November 2024 by
Simplify your business processes with Odoo 18's tools
Francois Coudreau


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 reorganised buttons and clearer labels, creating new items has become easier. Additionally, Odoo has introduced three distinct categories: goods, services, and combos, simplifying navigation for users and reducing complex options. Users can also archive unnecessary items or attributes, helping to maintain an organised and up-to-date work environment.

Barcode Lookup for product data automation

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

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Optimising price management and price lists

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In the pricing domain, Odoo 18 introduces significant improvements. Price list management has been streamlined, with automatic activation easing administrative burdens. Users benefit from a straightforward and effective approach to managing their pricing.

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

Streamline quotation creation

Revamped interface for a better user experience

The quote creation interface has been carefully redesigned to enhance user experience. Quotes now use a single column for the product and its description, making the information clearer. You can easily customise 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 customisable, giving you the flexibility to rearrange elements according to your preferences.

Integration with a pre-configured spreadsheet also simplifies logistics management. Another key improvement is more accurate tracking of installation time, giving you better estimates. Lastly, the ability to email documents related to products adds flexibility to your client interactions.

Enhance your quotes with sales documents

Adding sales documents before the quote is a major advantage for your marketing strategy. This enhancement lets you increase the perceived value of your offers by providing comprehensive and relevant information. By including brochures, presentations, or technical specifications, you give your clients a clear view of what you are offering.

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 maximises your chances of converting prospects into clients. Ultimately, these enhancements in quote marketing can boost sales and strengthen your brand image among your customers.

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Improve management of your sales teams and their commissions

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Commission management has also been made simpler with Odoo 18. Users can now set up custom commission schemes to track how their sales teams are performing. For example, a manager can create a plan for the current year while still keeping data from the previous two years. Tracking is based on clear objectives, with each salesperson assessed against defined criteria, such as a target billing amount for each quarter.

On top of that, Odoo provides a clear view of each salesperson's performance within the commission list, making it easier for individuals to track their progress and for management to forecast revenue. Commission adjustments can also be made. When multiple salespeople work together on a deal, Odoo offers a comprehensive way to allocate the earnings.

Management of assigned serial numbers and licences

The serial number management feature in Odoo 18 enables easy tracking of serial numbers and software licence details linked to a customer directly from their record. This is useful for after-sales service, as it simplifies handling of returns and repairs. When a claim is made, teams can quickly access the relevant information, helping to shorten response times.

Additionally, serial number management supports warranty management. By recording each product with a unique serial number, companies can monitor warranty validity and handle warranty repairs efficiently. This feature streamlines processes and encourages clear communication with customers, ensuring their needs are met. In the long run, it saves time for both internal teams and clients.

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Odoo 18 offers a wealth of advantages for simplifying business management by optimising key processes such as catalogue management, quote creation, and commission tracking. With features like Barcode Lookup integration and serial number management, businesses can not only enhance productivity but also reduce errors and save time in their daily operations.

These innovations help users adopt an organised and efficient approach while strengthening their competitiveness in the market. We invite you to discover how Odoo 18 can transform your business processes and meet your expectations.

Feel free to contact Captivea for a demonstration or consultation on Odoo 18!

Simplify your business processes with Odoo 18's tools
Francois Coudreau 14 November 2024
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