Unleash the Power of the Odoo 19 Sales Module: Master Your Sales Process

Every sales professional knows that having the right tools is paramount to success. In today’s competitive landscape, businesses need solutions that not only streamline operations but also foster growth and enhance customer satisfaction. This is where the Odoo 19 Sales Module steps in, offering a robust and intuitive platform designed to revolutionize your entire sales workflow. From initial lead generation to final invoice, Odoo 19 brings forth an array of powerful functionalities and applications that empower your team to achieve more.

This comprehensive guide, inspired by insights from Odoo Experience 2025 (you can watch the full presentation here), will walk you through the exciting new features and step-by-step processes within the Odoo 19 Sales Module. Get ready to transform your sales strategy!

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The Evolving Landscape of Sales: Why Odoo 19 is Your Game-Changer

Sales operations are constantly evolving. Customers expect personalized experiences, transparent pricing, and efficient service. Businesses, in turn, demand tools that provide granular control, actionable insights, and seamless integration across departments. The Odoo 19 Sales Module has been meticulously updated to meet these demands, offering significant enhancements over previous versions.

A core focus of this release is advanced quotation management, providing unparalleled flexibility in how you present proposals to clients. Coupled with a highly integrated CRM and streamlined fulfillment processes, Odoo 19 ensures that your sales cycle is as smooth and effective as possible.

Revolutionizing Quotation Management with Odoo 19

One of the standout improvements in the Odoo 19 Sales Module is its significantly enhanced section management within quotations. In prior versions, sections allowed for basic organization and subtotals. Now, Odoo 19 takes this to a whole new level, giving you unprecedented control over your sales documents.

Advanced Section and Subsection Management

Imagine needing to offer a complex service bundle where the client only needs to see a total price, but your backend team requires a detailed breakdown of tasks. The updated section management in Odoo 19 makes this effortless.

How to Utilize Advanced Section Management:

1. Add Sections and Subsections: When drafting a quotation, you can now nest subsections within main sections. This allows for hierarchical organization of products and services, creating a cleaner, more logical presentation.

2. Hide Prices for Specific Sections: For strategic pricing or service-based offerings where only the final package price is relevant to the client, you can now hide prices for entire sections. This is incredibly useful for custom solutions or bundles where the individual component costs aren’t for the customer’s eyes, like in the example where the “Max furniture bundle” prices were hidden for Bruce Wayne.

3. Hide Comparisons: If you’re offering tiered services or products, you might want to hide certain comparison details from the customer-facing quote. Odoo 19 allows you to do this with ease.

4. Move Blocks Dynamically: Need to reorder sections or blocks within your quotation? The drag-and-drop functionality makes reorganization intuitive and quick, ensuring your proposal flows perfectly.

This granular control over quotation presentation empowers sales teams to tailor proposals precisely to customer needs, enhancing clarity while maintaining backend operational detail.

Seamless Product Catalog Integration

Beyond section management, the Odoo 19 Sales Module also enhances how you interact with your product catalog within a quotation. Previously, adding multiple products was possible, but organizing them within the quote could be cumbersome.

How to Use the Enhanced Product Catalog:

1. Access Catalog from Quotation: Directly from your sales order, click to add products from the catalog.

2. Organize Products by Section: The catalog now visually integrates with your section structure. You can easily see which products belong to which section and move them around.

3. Quickly Add Multiple Items: For large orders with numerous line items, you can select and add multiple products to a specific section efficiently, saving valuable time.

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The Journey Through the Odoo 19 Sales Module: A Practical Walkthrough

Let’s follow a typical sales journey, highlighting how the Odoo 19 Sales Module facilitates each step, from a customer’s initial interest to the final, confirmed order.

1. Website Integration and Lead Generation

The journey often begins with a customer interacting with your online presence. Odoo’s integrated approach shines here.

Customer Perspective: Interacting with Your Website

1. Browse Products: A customer (like Bruce Wayne in our example) visits your Odoo-powered website, which is fully integrated with your sales backend. They browse products, perhaps finding something intriguing like the “Ldes” desk.

2. Submit Inquiry: If a product lacks immediate pricing or requires customization, the customer uses a “Contact Us” form. This form is directly linked to your Odoo CRM, instantly creating a new opportunity.

2. CRM for Sales Teams: Pipeline Management and Communication

Once an inquiry hits your system, the Odoo 19 Sales Module within the CRM helps your sales team take action.

Salesperson Perspective: Managing Opportunities

1. Access CRM Dashboard: Log into Odoo and navigate to the CRM application. Your pipeline immediately shows new and existing opportunities.

2. Identify New Leads: Spot the new opportunity (e.g., Bruce Wayne interested in “Ldes”). Odoo’s visual pipeline helps prioritize and manage tasks.

3. Review Customer Details: Click into the opportunity to see all details, including notes from the inquiry, website visit history, and any previous interactions.

4. Communicate Effectively via Chatter:

   • Send Personalized Messages: Use the Chatter feature to send an email directly from the opportunity. Odoo’s dynamic placeholders automatically pull customer names and other relevant info, ensuring a personalized touch.

   • Track All Interactions: Every message, email, and scheduled activity is logged in the Chatter, providing a complete communication history. This is invaluable for team collaboration and ensuring continuity, even if a salesperson is on vacation.

   • Schedule Activities: Easily schedule follow-up calls or meetings directly from the opportunity, with visual cues (green for future, orange for today, red for overdue) keeping you organized.

3. Crafting Powerful Quotations

Once contact is made and needs are understood, it’s time to build a compelling proposal using the Odoo 19 Sales Module.

Leveraging Dynamic Quotation Templates

Odoo 19 allows you to pre-define quotation templates, saving time and ensuring consistency.

How to Use Quotation Templates:

1. Apply Template: From the opportunity, select a suitable quotation template (e.g., “Top Max Deal Bundle”). This automatically populates the quote with predefined sections and products.

2. Standardize Offerings: Templates are perfect for frequently sold bundles or services, ensuring all necessary items and information are included.

Mastering Custom Pricing with the Quote Calculator

For highly customizable products or services, Odoo 19 offers a powerful quote calculator.

How to Utilize the Quote Calculator:

1. Access Quote Calculator: Within a quotation line item, if linked, access the quote calculator. This is often an integrated spreadsheet (like an Excel document) that can perform complex calculations.

2. Input Variables: Enter specific client dimensions (length, width, height) or other proprietary information (e.g., customer score).

3. Automatic Price Population: The calculator processes these inputs and automatically updates the unit price in your quotation, eliminating manual calculation errors and ensuring accurate pricing. This is a game-changer for businesses with variable pricing models.

Effortless Product Addition from the Catalog

Even with templates, clients often request additional items. Odoo 19 makes adding these a breeze.

How to Add Products from the Catalog:

1. Open Catalog View: Click on the “Catalog” option within the quotation.

2. Browse and Filter: View products in a Kanban-style layout, categorized for easy navigation. Use filters to quickly find specific items (e.g., “Desk Organizers,” “Monitor Stands”).

3. Add to Quotation: Simply click on desired products to add them. You can specify quantities or variants (e.g., “wood,” “automatic” standing desk). These additions are automatically populated into your quotation.

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4. Enhancing the Customer Experience with Quote Builder

A professional-looking quotation can significantly influence a customer’s decision. The Odoo 19 Sales Module provides a comprehensive quote builder.

Professional Document Customization

The quote builder allows you to transform a basic quote into a rich, informative document.

How to Customize with Quote Builder:

1. Add Rich Content: Include elements like professional headers, an “About Us” section, customer testimonials, and detailed terms and conditions.

2. Offer Optional Products: Present additional, non-essential items that the customer might want to consider, acting as subtle upsells.

Strategic Price and Section Visibility

Remember the enhanced section management? The quote builder ties directly into this for customer-facing documents.

How to Manage Visibility:

1. Hide Prices: For specific sections (e.g., the main “Furniture Bundle”), hide the prices to simplify the view for the customer, as demonstrated with Bruce Wayne.

2. Hide Entire Sections: If certain accessory sections are not crucial for the primary decision, you can hide them entirely from the customer’s view, creating a focused proposal.

3. Send Customized Quote: Once configured, send the personalized and professionally formatted quotation directly to the customer via email. A PDF copy is automatically attached and tracked in the Chatter.

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5. Streamlining Discounts and Promotions

Customers often inquire about discounts. The Odoo 19 Sales Module handles these requests gracefully and systematically.

Salesperson Perspective: Applying Promotions

1. Receive Customer Feedback: The customer, reviewing the quote in their portal, might add an optional product (e.g., a black drawer) and then inquire about a discount. This message immediately appears in the Chatter of your opportunity.

2. Apply Reward Programs: Odoo 19 allows you to set up sophisticated reward programs. Based on spending thresholds or specific products, you can offer free shipping, a free item, or a percentage discount.

3. Apply Discounts: For a high-value customer like Bruce Wayne, you might apply a global discount (e.g., 10%) to the entire order.

4. Organize Promotions: To keep the quote tidy, create a new subsection (e.g., “Additional Promotions”) and move the discount line item into it.

Customer Perspective: Viewing Updates

1. Real-time Updates: When the salesperson applies changes or discounts, the customer sees these updates in real-time on their dedicated portal.

2. Accept and Sign: The customer can then review the updated quote with the discount, electronically sign it, and proceed to payment.

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6. Secure Transactions and E-Signatures

The final steps involve securing the agreement and processing payment – areas where the Odoo 19 Sales Module provides robust, integrated solutions.

Integrated Payment and Electronic Signatures

Customer Perspective: Finalizing the Order

1. Sign and Pay: The customer clicks “Sign and Pay” on their portal. They can electronically sign the quotation directly within Odoo.

2. Enter Payment Information: The customer enters their credit card details, with an option to save them for future purchases.

3. Order Confirmation: Upon successful payment, the order is confirmed, and the customer receives an immediate confirmation page showing their signed order, loyalty points earned, and order status (e.g., “warehouse delivery in preparation”).

Legally Binding NDAs with Odoo Sign

Beyond the initial quote signature, Odoo 19 offers a powerful “Sign” application for more formal agreements like Non-Disclosure Agreements (NDAs).

Salesperson Perspective: Requesting Formal Signatures

1. Request Signature for Documents: From the sales order, use the “Gear” icon to “Request signature.”

2. Select or Upload Document: Choose a predefined document (like an NDA) or upload a new one.

3. Send Request: Odoo sends the signature request to the customer. This request is tracked in the Chatter.

Customer Perspective: Signing the NDA

1. Access Document: The customer receives an email notification and finds the document awaiting signature in their Odoo portal.

2. Fill and Sign: They access the document, fill in required fields (e.g., location), and apply their electronic signature.

3. Legal Validity: This e-signature, facilitated by the Odoo Sign application, provides a legally binding agreement, tracking IP addresses, latitude, and longitude for verification, offering a stronger contractual basis than a simple quote acceptance. For more insights on e-signature legality, you might find this article helpful: Adobe Document Cloud.

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7. Beyond the Sale: Fulfillment and Invoicing

The journey doesn’t end with a signed order. The Odoo 19 Sales Module seamlessly integrates with other Odoo applications to ensure smooth fulfillment and accounting.

Order Tracking and Delivery Management

Salesperson/Warehouse Team Perspective:

1. Deliver Products: From the sales order, initiate delivery. Odoo checks product availability.

2. Force Availability (if needed): In cases where inventory hasn’t been updated but stock exists, you can “force” availability to proceed with delivery.

3. Real-time Status Updates: The customer can track the status of their order in their portal, providing full transparency.

Automated Invoicing

Accounting Team Perspective:

1. Create Invoice: The accounting team can easily create invoices directly from the sales order or through the dedicated “Invoice” menu in the Sales application.

2. Consolidate Invoices: For customers with multiple orders, Odoo allows for invoice consolidation if desired.

3. Automatic Payment Application: Because the customer paid via card earlier, the payment is automatically captured and applied to the invoice, drastically reducing manual reconciliation.

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Additional Features and Integrations in Odoo 19

The Odoo 19 Sales Module also introduces several other valuable features:

• New Payment Providers: Odoo 19 expands its global reach with new payment providers such as DPO Pay, Liso, Nuvi, Pay Mob, and Reds CIS, offering more flexibility for international transactions.

• More Marketplace Connectors: New connectors like Gelato and Shopync facilitate seamless integration with popular marketplaces, expanding your e-commerce capabilities.

• Loyalty Programs: As mentioned, advanced loyalty and reward programs are integrated, encouraging repeat business and customer retention. You can explore more about CRM strategies to maximize these features on resources like HubSpot’s CRM blog.

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Elevate Your Sales with Odoo 19

The Odoo 19 Sales Module is more than just an update; it’s a transformative toolkit for modern businesses. By providing unparalleled control over quotations, streamlining customer interactions through an integrated CRM (check out our guide on Mastering Odoo CRM Features for more information), and simplifying post-sale processes, Odoo 19 empowers your sales team to be more efficient, more persuasive, and ultimately, more successful.

Embrace the future of sales management. Explore the Odoo 19 Sales Module today and watch your business thrive!