Sales & orders
Sales management software
- Quotes & orders
- Price lists & discounts
- Online sign & pay
Sales management software takes the deal from quotation to order to invoice, with the right price lists, discounts and terms. In Odoo, sales are linked to inventory and accounting: on order confirmation stock is reserved and the delivery prepared, and the invoice is created from the order following the invoicing policy you set, with nothing re-entered.
What sales management software is
It's the system that runs the order cycle: it creates professional quotations, turns them into confirmed orders and prepares the invoice, applying the customer's price lists and terms. Linked to inventory and accounting, it avoids re-entry and mismatches: what you sell is what leaves the warehouse and enters the books.
From quotation to invoice
One flow, no re-entry across tools.
- 01
Quotation
Create professional quotations with templates, optional products, price lists and customer terms.
- 02
Signature & acceptance
The customer can sign and pay the quotation online, turning it into a confirmed order.
- 03
Order confirmation
On confirmation, Odoo reserves stock in the warehouse and prepares the delivery, with no manual steps.
- 04
Delivery
Goods are prepared and shipped; the order status is visible to the customer and the team.
- 05
Invoice & payment
The invoice is created from the order and posts to accounting; payments and overdue amounts stay linked.
What Odoo's sales handle
The features we most often configure for SMEs.
Professional quotations
Templates, optional products and upsell on the quote, with a polished layout that elevates the offer.
Price lists & discounts
Multiple price lists per customer or channel, discount rules and configurable units of measure.
Online sign & pay
The customer accepts and pays the quote from the portal, speeding up order closure.
Order, delivery, invoice
Order confirmation prepares the delivery; the invoice is created from the order per the invoicing policy (on ordered or delivered quantities), with stock and accounting aligned.
Customer portal
Customers view quotes, orders, deliveries and invoices on their own, reducing inbound requests.
Sales reports
Revenue, margins and performance by product, customer or salesperson, in current dashboards.
Manual quotes vs integrated sales
What changes between making quotes in Word and Excel and managing them in the suite.
| Word, Excel and email | Integrated sales (Odoo) | |
|---|---|---|
| Quotations | Rebuilt from scratch each time | From templates with price lists and products |
| Acceptance | Back-and-forth emails | Online signature and payment |
| Stock | Checked separately, error-prone | Reserved on order confirmation |
| The invoice | Re-entered into the system | Created from the order, not re-typed |
| Sales visibility | Scattered across files | Reports on margins and performance |
The link between sales, inventory and books
Sales sit at the centre: they are created from an opportunity in the CRM, reserve stock in Inventory on confirmation, feed the invoice into Accounting and, if needed, launch a Manufacturing order. It's the same data crossing the company, so sales, warehouse and administration work on the same figures.
Who it's for
Sales teams and trade
Those issuing many quotes and orders who want one flow from deal to invoice.
Businesses with complex price lists
Businesses with prices by customer, channel or quantity that want to apply them without errors.
Those selling stocked products
Companies that must align sales with stock and deliveries, in real time.
Frequently asked questions
Frequently asked questions about sales management software
What's good software for managing quotes and orders?
For most SMEs an integrated sales system with inventory and accounting is best, so you go from quote to invoice without re-entering data. Odoo covers quotes, price lists, orders, deliveries and invoices; Gitogi configures it around your sales process.
Can the customer sign and pay the quote online?
Yes. Odoo allows online signing and payment of the quote, which becomes a confirmed order, speeding up closure.
Does it handle multiple price lists and discounts?
Yes. You can have price lists by customer, channel or quantity, with configurable discount rules and units of measure.
Do sales connect to inventory and accounting?
Yes. On order confirmation stock is reserved; the invoice is created from the order according to the invoicing policy, on the same database, with no mismatches.
How much does Odoo's sales cost?
Prices and editions are on odoo.com. Gitogi does not resell licences: we handle price-list and flow configuration, migration and training. For an estimate, get in touch.
Can I start with sales and add more?
Yes. You can activate sales and invoicing and add CRM, inventory or accounting when needed, on the same platform.
Related processes
The same software also runs these processes
CRM & customer management
Leads, opportunities and sales pipeline with activities and forecasts in one view.
Learn morePoint of sale
Retail and restaurant POS, even offline, with synced stock and takings.
Learn moreSubscription management
Recurring revenue, automated billing and renewal/churn metrics.
Learn moreRental management
Date availability, deliveries and returns, deposits and delays in one flow.
Learn moreFrom the field
Sales pipeline in Excel: CRM for quotes, renewals and forecasts
Quotes, renewals and follow-ups scattered across Excel and email? See how we approach a move to Odoo CRM, with clear responsibilities and shared data through to invoicing.
Read the caseChemicals distribution: traceability from supplier to delivery
Raw materials and chemicals: we guide you through a representative scenario, tracing batches from supplier to warehouse to delivery, with linked documents.
Read the caseFrom quote to invoice, without friction
Tell us how you handle quotes and orders today: together we'll see how to configure Odoo's sales to close faster and invoice without re-entering anything.
Updated June 2026
Odoo is a registered trademark of Odoo S.A. Gitogi is an Official Odoo Partner and handles analysis, configuration, data migration and training.