Efficient Selling
Moderní uživatelské rozhraní
Všechny potřebné informace, tam kde jsou potřeba, s rychlým a intuitivním uživatelským rozhraním, navrženým pro prodejce.
Mobile Capabilities
Využijte Odoo mobilní rozhraní pro prodávání na cestách.
Jednoduché vkládání dat
Send quotes in just a few clicks. Convert quotes to sales orders and invoices from the same screen. Use the integrated CRM app to manage your sales pipeline from qualification to closing.
Sales Warnings
Získejte upozornění před odesláním nabídky pro konkrétní zákazníky nebo s konkrétními produkty.
Profesionální nabídky
Editor nabídek
Create a polished quote in seconds. Use predefined products, price lists, and templates to instantly apply the right prices to quotations.
Šablony nabídek
Vytvářejte vlastní šablony nabídek na pár kliků a používejte je pro ušetření času.
Pro Forma Invoicing
Send pro forma invoices to your customers.
Upselling
Quotations are optimized to help your company sell more by proposing additional products and other extra options, applying discounts and closing triggers, and more.
Elektronický podpis
Sell faster with electronic signatures, allowing your customers to review and sign their quotations online.
Variant Grid Entry
Add product variants to your sales orders using a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).
Order and Contract Management
Prodejní objednávky
Convert quotations into sales orders in one click, or let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Spravujte fakturaci z objednávek
Invoice based on ordered or delivered quantities, or based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Zákaznický portál
Provide customers with access to an online portal to view their quotes and sales orders, and to track the status of their deliveries in real-time. Customers can modify their orders and confirm them with an electronic signature or online payment.
Trasy pro konkrétní objednávky
Apply special shipping and restocking routes from order lines, such as “dropship” and “replenish on order.”
Kontrakty
Track each phase of a contract, including invoicing, renewal, and upselling. Manage recurring revenue contracts with the fully integrated Odoo Subscriptions app, including memberships or service contracts, contract renewal alerts, and contract options, as well as track recurring revenue via the MRR dashboard.
Incoterms®
Configure Odoo Sales to automatically display Incoterms directly on the invoice.
Elektronický podpis
Použijte Odoo Podpisy pro jednoduché podepisování NDA, smluv a dalších PDF dokumentů.
Streamlined Communication
Plánujte aktivity
Follow key quotations and business opportunities in just a click, and get alerts about relevant activities. Schedule activities directly from business opportunities, and get reminders when the activities need to be performed.
Emailové brány
See all of your email communications automatically attached to the associated customer order, allowing you to trace back discussions and negotiate more efficiently.
Onboarding Emails
Create email templates for specific products to provide relevant information to buyers upon their purchase, such as instructions and service reminders.
Inter-Company Rules
Automatically mirror sales and purchase orders in a multi-company setup.
Product and Price Control
Produktové varianty
Customize products with multiple attributes and variants, such as size, color, and finish.
Slevy
Apply discounts on any quotation line item and choose if the discount should be visible or hidden to the customer.
Typy produktů
Manage any type of product including storable products, services, consumables, delivery charges, and electronic products.
Externí dopravci
Compute shipping costs automatically, print shipping labels, and track your shipments. Odoo integrates with UPS, DHL, FedEx, USPS, Bpost, Easypost, and local postal services.
Náklady na dopravu
Compute shipping costs based on multiple variables such as weight, volume, quantity, margin, and delivery address.
Coupons and Promotions
Create custom coupons and promotional codes, and allow your customers to activate discounts at purchase.
Loyalty Program
Design a loyalty program for your customers to join and earn points that can be used on future orders.
Gift Cards and eWallet
Allow customers to purchase gift cards for preconfigured custom amounts and use them to purchase items from your shop. Allow customers to use an eWallet to store money on your website for online payments.
Produktový konfigurátor
Easily add specific product variants to a quotation or cart using Odoo's product configurator display.
Měrné jednotky
Sell products in multiple units of measure and let Odoo manage the conversion.
Ceníky
Compute the correct price based on customer conditions, such as region and price tier, or based on order conditions, such as quantity and time. Add pricelists to individual products depending on each customer's segment.
Intuitivní reporting
Měřitelná KPI
Easily monitor a KPI dashboard for important information such as total amount invoiced, sales per country/salesperson/sales team, churn, MRR, lifetime value, CAC ratio, and upgrades/downgrades.
Další aktivity
Mějte plný přehled o vašich prodejních aktivitách, dalších akcích a produktivitě vašich prodejců.
Order and Invoicing Analysis
Choose whether your statistics are based on orders, invoices, or both. Group sales data by categories such as product type, salesperson, country, and sales team.
Integrace
CRM
Add the Odoo CRM app to expand your functionality with customizable sales pipelines, automated lead creation, AI-powered lead scoring, and much more.
Účetnictví
Generate invoices automatically based on sales orders, delivery orders, and contracts. Easily reference all information needed on any customer statement.
Sklady
Check product availability information directly from the quotation. Trigger delivery orders automatically, and check delivery status from the sales order.
E-shop
Vytvořte plně integrovaný online obchod a prodávejte své produkty efektivněji.
