Simplify your business process 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 organizations seeking smoother operations.Let’s explore how Odoo 18 can transform your workflow.


Revamping catalog and product management

Simplified product creation and management

Odoo 18 offers a more intuitive approach to product management, featuring a redesigned product form. With reorganized 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 organized 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.

Optimizing price management and price lists

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 quote creation

Revamped interface for enhanced user experience

The quote creation interface has been carefully redesigned to enhance user experience. Quotes now feature a single column for the product and its description, clarifying the information presented. You can easily customize each product with specific details. The management of quantities and pricing has been refined, allowing you to adjust prices manually while retaining the ability to recalculate using price lists. Additionally, quote templates are now customizable, providing flexibility to rearrange elements according to your preferences.

Integration with a pre-configured spreadsheet also simplifies logistical management. Another key aspect is the improved tracking of installation time, offering more accurate 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 significant advantage for your marketing strategy. This enhancement allows you to increase the perceived value of your offers by providing comprehensive and relevant information. By incorporating brochures, presentations, or technical specifications, you give your clients a clear view of what you offer.

This not only saves time but also improves customer satisfaction, enabling informed decision-making. Highlighting the benefits of your products or services in these documents maximizes your chances of converting prospects into clients. Ultimately, these enhancements in quote marketing can boost sales and strengthen your brand image among your clientele.

Improve management of your sales teams and their commissions

Commission management has also been simplified with Odoo 18. Users can now create custom commission plans to track the performance of their sales teams. For instance, a manager can establish a plan for the current year while retaining data from the previous two years. This tracking is based on clear objectives, with each salesperson evaluated against defined criteria, such as a target amount to be billed per quarter.

Moreover, Odoo allows for visualization of each salesperson's performance within the commission list, facilitating personal tracking and revenue forecasting. Commission adjustments are also possible. In cases where multiple salespeople collaborate on a sale, Odoo offers a comprehensive solution for distributing earnings.

Management of assigned serial numbers and licenses

The serial number management feature in Odoo 18 enables easy tracking of serial numbers and software license information associated with a customer from their record. This approach is beneficial for after-sales service, simplifying the processing of returns and repairs. When a claim is made, teams can quickly access relevant information, helping to reduce response times.

Additionally, serial number management aids warranty management. By recording each product with a unique serial number, companies can monitor warranty validity and manage warranty repairs efficiently. This feature streamlines processes and fosters clear communication with customers, ensuring their needs are addressed. Ultimately, this option saves time for both internal teams and clients.

Odoo 18 offers a wealth of advantages for simplifying business management by optimizing key processes such as catalog 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 organized 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!

Customize your Odoo ERP with low code, no developer needed in version 18
With Odoo Studio, customization is at the core of your business management. Its goal: to help you tailor all business processes according to your needs, without the help of a developer. This year, Odoo ERP version 18 takes user experience a step further by enhancing its capabilities. These innovations primarily focus on date management, approval rules, and module export. Read on to discover how Odoo Studio 18 optimizes the configuration of your business applications with its new features.