Configure Sales Module

Complete Sales module setup from initial configuration to production-ready.

Odoo Sales module requires proper configuration to effectively manage quotations, orders, customers, and sales workflows.

Initial setup includes company configuration, sales teams, product catalog, pricelists, user permissions, and customer portal.

This guide helps you set up the Sales module from scratch, avoid common pitfalls, and apply best practices.

Odoo Sales

Sales Configuration

Quotations

Sales Orders

Pricelists

Customer Portal

Sales Teams

User Permissions

Before you start

Key points

• Ensure you have system administrator access (base.group_system) or Sales Manager permissions to configure the module.
• Complete basic company setup: company name, address, logo, contact information in Settings → Companies.
• Configure Chart of Accounts if integration with Accounting module is needed.
• Understand your business sales workflow: quotation → order confirmation → delivery → invoicing.
• Prepare product/service list, pricelists, and sales team structure before starting.

Key terminology

Understanding basic terms ensures accurate configuration and effective team communication.

Sales module terminology

Term	Meaning	Example
Quotation	Unconfirmed sales proposal	Send quotation to potential customer
Sales Order	Confirmed quotation	Customer accepts and order is created
Customer	Partner purchasing goods/services	ABC Company, John Doe
Pricelist	Price list by segment/region	VIP pricelist, export pricelist
Payment Terms	Payment deadline rules	Immediate payment, 30 days after delivery
Sales Team	Group of sales staff	North region team, B2B team

Initial configuration

Access Settings → Sales to configure basic module options.

Steps

1. Go to Settings → Sales → Quotations & Orders.
2. Enable "Quotation Template" to use pre-built quotation templates.
3. Enable "Online Signature" for customers to sign quotations electronically.
4. Enable "Online Payment" for customers to pay online.
5. In Pricing section, enable "Pricelists" to use multiple price lists.
6. Enable "Discounts" if you need to apply product discounts.
7. In Shipping section, enable "Delivery Methods" for shipping integration.
8. Click Save to store configuration.

User groups setup

Proper permissions ensure security and sales process control.

Key points

• Go to Settings → Users & Companies → Users to assign permissions.
• Select user, go to Access Rights tab, find Sales section.
• Choose User or Administrator based on role.
• Note: Portal access is configured separately for customers (see Portal section below).

Sales permission groups

Group	Permissions	When to use
Sales User	Create and manage own quotations/orders	Regular sales staff
Sales Manager	Manage all quotations/orders, configure module	Sales director, managers
Portal User	View own quotations/orders via portal	Customers accessing portal

Sales team configuration

Sales teams help organize staff by region, product, or customer segment.

Key points

• Each staff member can belong to multiple sales teams.
• Default sales team is automatically assigned to new quotations.
• Email alias helps automatically create sales opportunities from incoming emails.

Steps

1. Go to Sales → Configuration → Sales Teams.
2. Click Create to create new team.
3. Enter Team Name (e.g., "South Region Team", "B2B Team").
4. Select Team Leader from user list.
5. Add Members to team in Members tab.
6. Configure Email Alias to receive emails that auto-create leads (optional).
7. Set Invoicing Target and Target (revenue goals) if needed.
8. Click Save.

Product catalog setup

Product catalog is the foundation for quotations and orders.

Key points

• Product Variants: Use for products with multiple variations (color, size). Configure in Variants tab.
• Product Categories: Create categories in Sales → Configuration → Product Categories to organize products.
• Internal Reference: SKU code helps manage and search products easily.

Steps

1. Go to Sales → Products → Products.
2. Click Create to create new product.
3. Enter Product Name and ensure Can be Sold is enabled.
4. Select Product Type: Consumable, Service, or Storable Product.
5. Enter Sales Price and Cost.
6. Add description in Sales tab and product images.
7. Configure Unit of Measure if needed.
8. Click Save.

Pricelist initialization

Pricelists allow different pricing by customer, region, or time period.

Key points

• Time-based pricing: Add Start Date and End Date for time-limited promotions.
• Volume discounts: Use Min. Quantity to apply pricing based on purchase quantity.
• Assign pricelist to customer: Go to Contacts → Customer → Sales & Purchase tab → Pricelist.

Steps

1. Go to Sales → Configuration → Pricelists.
2. Click Create to create new pricelist.
3. Enter Pricelist Name (e.g., "VIP Pricelist", "Export Pricelist").
4. Select Currency.
5. In Price Rules tab, click Add a line to add price rule.
6. Select Applied On: All Products, Product Category, or Product.
7. Configure Computation: Fixed Price, Discount, or Formula.
8. Enter price or discount percentage.
9. Click Save.

Email template configuration

Email templates automate customer communication in the sales workflow.

Key points

• Common variables: ${object.partner_id.name} (customer name), ${object.amount_total} (total amount).
• Test email: Use "Send" button on quotation to test template.
• Email server: Configure SMTP in Settings → Technical → Outgoing Mail Servers.

Steps

1. Go to Settings → Technical → Email → Email Templates.
2. Find template "Sales Order - Send by Email" or create new.
3. Click Edit to modify email content.
4. Customize Subject, Body (use HTML and dynamic variables like ${object.name}).
5. Add Attachments if documents need to be attached.
6. Click Save.

Portal access setup

Portal allows customers to view quotations, orders, and invoices online.

Key points

• Portal users only see their own documents (quotations, orders, invoices).
• Online payment: Enable in Settings → Sales → Online Payment for customers to pay via portal.
• Customization: Customize portal interface in Website → Configuration.

Steps

1. Go to Settings → Users & Companies → Users.
2. Find or create contact for customer in Sales → Customers.
3. On contact, click "Grant Portal Access" button (Action → Grant Portal Access).
4. System automatically creates portal account and sends invitation email.
5. Customer receives email, sets password, and logs into portal.
6. Configure Document Visibility in Settings → Sales → Customer Portal.

Best practices

Key points

• Naming conventions: Use clear names for sales teams, pricelists, products (e.g., "TEAM-NORTH", "PRICE-VIP").
• Data organization: Use Product Categories and Tags to organize products effectively.
• Workflow optimization: Automate emails, use quotation templates to save time.
• Security: Strict permissions, only Sales Managers can configure pricing and discounts.
• Performance: Avoid creating too many complex price rules, which affect pricing speed.
• Backup: Export product and pricelist data periodically to prevent data loss.

Common setup issues

Common problems when configuring Sales module and solutions.

Key points

• Permission error: "Access Denied" when creating quotation → Check if user has Sales User/Manager permissions.
• Email not sending: Check SMTP server configuration in Settings → Technical → Outgoing Mail Servers.
• Product not appearing: Ensure "Can be Sold" is enabled on product.
• Pricelist not applying: Check pricelist is assigned to customer and price rules meet conditions.
• Portal access not working: Ensure customer has valid email and portal access has been granted.
• Discount not calculating: Enable "Discounts" in Settings → Sales → Pricing.

FAQ

Key points

• How to change default settings? Go to Settings → Sales, edit and Save. Only Sales Manager or Admin have permission.
• Can I use multiple currencies? Yes, enable Multi-Currencies in Settings → Accounting, then create pricelists per currency.
• How to migrate existing data? Use Import function (Import button on Products/Customers list) or API for bulk import.
• Integration with other modules? Sales integrates with Inventory (delivery), Accounting (invoicing), CRM (opportunities).
• Multi-company setup? Enable Multi-Companies in Settings, create new company, assign users and configure separately per company.