Inconsistent pricing
Different salespeople quote different prices for the same product and customer, and nobody can see which price list was used.
Odoo ERP · Sales
Odoo sales implementation from quotation to invoice
We set up quotations, pricing rules and order flows so the price a customer is quoted is the price they're delivered and billed, without manual checks in between.
What is Odoo Sales?
Odoo sales implementation is the configuration of Odoo's Sales app to produce quotations, apply the right prices and discounts, confirm sales orders and trigger delivery and invoicing. It covers products and variants, pricelists, quotation templates, payment terms, invoicing policies and approval rules. Once configured, a confirmed order drives the warehouse and accounting steps automatically.
In many companies the quotation is the least controlled document in the business. Prices come from an old spreadsheet, discounts depend on who is asking, and the final invoice is typed again by someone in accounts. Errors surface only when a customer disputes a bill or margins quietly shrink. Odoo Sales can enforce pricing and connect orders to stock and invoicing, but only if products, pricelists and policies are modeled correctly first.
Where quote-to-cash breaks down
Uncontrolled discounts
Discounts are granted without limits or approval, eroding margin on orders that look profitable at a glance.
Slow, inconsistent quotations
Quotes are built from scratch in word processors, with missing terms, outdated product descriptions and no record of what was sent.
Orders and invoices out of step
Partial deliveries, down payments and backorders make it hard to know what has been delivered, what has been invoiced and what is still owed.
Our Odoo Sales service
Product and variant structure
Product categories, attributes and variants, units of measure and sales descriptions set up so quotations are accurate and stock is tracked at the right level.
Pricelist configuration
Pricelists by customer group, currency, quantity break or date range, with formula-based rules tied to cost or list price.
Quotation templates
Templates with default products, optional products, validity periods and terms, plus branded PDF layouts and online quotation acceptance with signature or payment where you want it.
Discount and approval controls
Discount limits and approval steps implemented through access rights, automated actions or a small custom module where standard settings don't cover your policy.
Order-to-invoice policies
Invoicing based on ordered or delivered quantities, down payments, partial deliveries and backorders configured to match how you bill customers.
Sales reporting
Sales analysis by product, customer, salesperson and margin, with dashboards for sales managers and finance.
Included capabilities
- Customer-specific and quantity-based pricelists
- Product variants and attributes
- Quotation templates with optional products
- Online quotation signature and payment
- Invoice on ordered or delivered quantities
- Down payment invoices
- Margin visibility on sales orders
- Multi-currency quotations
- Branded quotation and order PDFs
What Odoo Sales changes for your business
Prices applied by rule
Pricelists calculate the price, so salespeople spend time selling rather than looking up numbers.
Professional quotations
Templates produce consistent, branded quotes with the right terms every time.
Fewer billing disputes
Invoices are generated from the confirmed order and delivered quantities, not retyped.
Margin visibility
Cost and margin on each order help managers spot unprofitable deals before confirmation.
Where it makes the biggest difference
Wholesale and distribution
Tiered customer pricelists, volume breaks and backorder handling across large product catalogues.
Configurable products
Products sold in many sizes, colors or specifications, managed as variants with their own prices and stock.
Project and service sales
Quotations for services that create projects or tasks, with milestone or down payment invoicing.
Export sales
Foreign-currency quotations, export price lists and fiscal positions that apply the right taxes per destination.
Setting up the order cycle
Products and pricing are modeled before any quotation template is built.
Map the order cycle
How quotes are priced, approved, confirmed, delivered and billed today, including exceptions.
Model products and prices
Product structure, variants, pricelists and discount policy agreed with sales and finance.
Configure Sales
Templates, terms, invoicing policies and reports built on staging.
Connect operations
Delivery routes, invoicing and accounting entries tested end to end.
Import catalogue
Products, prices and customers loaded from your existing data and checked line by line on sample quotes.
Train and launch
Sales and accounts staff trained on their own quotes, with support in the first weeks of live orders.
What it connects to
Odoo Sales
- Odoo CRM opportunities
- Odoo Inventory deliveries
- Odoo Accounting invoices
- Payment gateways for online quotes
- Odoo eCommerce and Point of Sale
- Shopify or WooCommerce order sync
- Courier and shipping providers
Built with
Security, quality and scale
Sales roles
Users who see only their own orders, team leads who see their team, and administrators who can change pricing.
Pricing protection
Pricelist and product cost changes restricted to designated staff.
Document history
Every quotation revision, confirmation and cancellation recorded on the order.
Secure customer portal
Customers access their own quotes, orders and invoices through Odoo's portal using individual logins or secure links.
What working with us looks like
Pricing modeled properly
We work through your discount and price-list logic case by case before configuring, rather than discovering exceptions after go-live.
Sales and CRM together
We set up the pipeline in Odoo CRM and the quoting in Sales as one flow, so nothing is retyped between them.
Inventory and accounting in view
Delivery and invoicing policies are designed together with your warehouse and finance teams.
E-commerce experience
Digihub builds online stores too, so web orders and sales orders share the same pricing rules.
What it costs
Fixed-price packages with the scope written down, paid stage by stage. Your project goes live once it's fully paid.
Related services, technologies and industries
Sources and further reading
Official documentation and guidance if you want to read more about this topic.
Odoo Sales: questions we hear most
Is Odoo Sales included in Odoo Community?
Yes, the Sales app is available in both Community and Enterprise. Some connected features, such as subscriptions and certain shipping connectors, are Enterprise-only, so we check them against your requirements.
How do pricelists work in Odoo?
A pricelist is a set of rules that calculates the price of a product for a customer, based on fixed prices, percentage discounts or formulas applied to list price or cost. Rules can depend on product, category, quantity, currency and date, and each customer can have a default pricelist.
Can Odoo require approval for large discounts?
Yes, with some configuration. Odoo's standard settings control who can apply discounts, and approval steps for discounts above a limit are usually built with automated actions, Studio or a small custom module, depending on your edition.
What is the difference between Odoo Sales and Odoo CRM?
Odoo CRM tracks leads and opportunities before a customer commits; Odoo Sales handles quotations, pricing and confirmed orders. They share the same customer records, and an opportunity can be converted into a quotation directly.
Can we invoice only what has been delivered?
Yes. Each product can be set to invoice on ordered quantities or on delivered quantities, so partial deliveries produce partial invoices and backorders are billed when they ship.
Next step
Bring order to your quote-to-cash process
Share a few typical quotations and your discount rules. We'll show how Odoo Sales can apply them consistently.