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 Odoo Sales for SMEs - SL Software Solutions

Turn Sales Enquiries into Orders Faster and More Professionally


Manage Your Sales Process from Quotation to Order with Better Control

Odoo Sales helps your team create quotations, manage customer orders, apply correct pricing, track sales activities, and connect sales information with other parts of your business. 


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Connected Business Environment

What You Can Manage with Odoo Applications

Odoo Sales helps your business manage the full sales process, from preparing quotations to confirming sales orders.

Professional Quotations

Review Sales Reports 

Convert Quotations into Orders

 

Manage Customer Communication 

Quotation Templates 

 

Monitor Quotation Status

Problems & Challenges

Many SMEs face sales issues not because the team is not working hard, but because the sales workflow process is too manual or disconnected.

6. Follow-up depends too much on individual staff

If a salesperson forgets or leaves the company, important customer opportunities may be missed.

5. Duplicate data entry creates mistakes

The same customer or order details may need to be entered again for quotation, sales order, invoice, and delivery.

4. Management cannot see sales progress clearly

It is difficult to know how many quotations are pending, confirmed, lost, or waiting for follow-up.

3. Sales information is scattered

Customer enquiries, quotations, sales orders, and follow-ups may be stored in Excel, WhatsApp, email, or separate systems.

2. Pricing is not always consistent

Different customers may have different pricing, discounts, or terms, but the team may not always use the correct information.

1. Quotations take too long to prepare

Sales staff need to check prices, product details, stock availability, and customer history manually.




Expert Business Consulting

Making Odoo Work Better for Your Business

At SL Software Solutions Sdn Bhd, we help your business build a better sales workflow using Odoo, not just install the system.

Understand

We first understand how your team manages enquiries, quotations, pricing, approvals, sales orders, delivery, invoicing, and customer follow-up. Then, we identify areas where Odoo can reduce manual work and improve efficiency.

Recommend

Based on your business needs, we recommend the right Odoo setup. This may include Sales only, or together with CRM, Inventory, Accounting, Purchase, Website, or eCommerce.

Configure

We configure Odoo according to your sales workflow, guide your users, and support your team after implementation. Our goal is to make your sales process clearer, faster, and easier to manage as your business grows.

people sitting on chair

Key Odoo Features

Discover how Odoo Sales turns operational bottlenecks into automated, high-performing processes.

Professional Quotation CreationQuotation TemplatesPricelists and DiscountsOnline Customer PortalSales Reporting & ForecastingE-Signature and Online ConfirmationIntegration with Invoicing & InventoryMore

Professional Quotation Creation

Allows your team to prepare clean and structured quotations for customers.

Your sales team can respond faster and present your company more professionally.

 

Quotation Templates

Lets your team reuse standard quotation formats for common products, services, or packages.

Saves time and helps keep quotation details more consistent.
 

 

Pricelists and Discounts

Supports different pricing rules, customer pricing, discounts, and promotions.

Your team can apply the correct price more easily and reduce pricing mistakes.

 

Online Customer Portal

Allows customers to view quotations, sales orders, and related documents online.

Customers can review information more conveniently, helping your team close deals faster.



 

Sales Reporting & Forecasting

Tracks sales activities, quotation status, and sales performance.

Management can monitor sales results and make better business decisions.


E-Signature and Online Confirmation

Customers can confirm quotations or sign documents digitally when enabled.

Reduces waiting time and makes the approval process more convenient.


Integration with Invoicing & Inventory

Sales orders can connect with invoicing, delivery, stock movement, and other operations.

Reduces duplicate work and helps departments work with the same information.


More

Optional Products and Upselling

Allows your team to suggest additional products or services in a quotation.

Helps increase sales opportunities without making the process complicated.

Customer Communication Tracking

Keeps customer emails, activities, and discussions linked to the sales record.

Your team can follow up more clearly and avoid losing important communication history.

 


Before vs After Using Odoo


See how your corporate sales pipelines optimize upon migrating from legacy platforms or paper systems.

BEFORE ODOO

 Quotations are prepared manually and take too much time

 Pricing, customer details, and order status are difficult to track

 Sales follow-up depends heavily on individual staff

 Reports are delayed or not always accurate

 Higher risk of mistakes from duplicate data entry

AFTER ODOO

 Quotations and sales orders are managed in one system

 Pricing and customer information are easier to control

 Sales follow-up becomes more organised

 Management can view sales performance more clearly

 The team works faster with fewer manual errors

Who Is This Application Suitable For?


Odoo Sales is suitable for businesses that want to make their sales process more organised and easier to manage.

1. SMEs that prepare many quotations

Suitable for companies that need faster and more consistent quotation preparation.

2. Sales teams that manage many customers

Helps salespeople track customer orders, follow-ups, and communication history.

3. Companies using Excel or manual records

Helps reduce scattered information and improve sales tracking.

4. Businesses with different pricing or customer terms

Useful for companies that need better control over pricelists, discounts, and promotions.

5. Management teams that need better sales visibility

Helps business owners and managers monitor quotation status, sales progress, and team performance. 

6. Companies that want to connect sales with inventory and accounting

Useful for businesses that want smoother flow from quotation to delivery and invoice.

Related Odoo Applications

Odoo works as a modular system. Start with Sales, and expand seamlessly into operational departments.

Accounting

Connects confirmed sales with invoices, payments, and financial reporting.

Learn more

Documents

Helps organise accounting documents such as supplier bills, receipts, invoices, and supporting files in a more structured way.

Learn more

POS Shop

Useful for businesses that want quotations, sales orders, and customer invoices to connect smoothly. 

Learn more

Our Process


Discovery

We learn about your business, industry, current process, and key challenges.

Analysis

We review your workflow and identify improvement areas, system needs, and possible risks.

Recommendation

We propose the right Odoo modules, structure, and implementation direction based on your business requirements.

Planning

We help you prepare for implementation, optimization, or system enhancement.

Ongoing Advisory

As your business grows, we continue to provide guidance for improvement and scalability.

Why Choose SL Software? 

Practical Training

We focus on real usage, not theory.

Simple & Clear Explanation

We make complex processes easy to understand.

Tailored to Your Business

Training is based on your workflow.

Ongoing Support

We help your team even after training ends.

Frequently Asked Questions



Ready to Make Your Sales Process More Organised?

Talk to SL Software Solutions and let us help you review your current sales workflow. We will identify improvement areas and recommend a practical Odoo setup that fits your team, your process, and your business goals.


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