Training · Odoo Sales · Administration
Odoo Sales Training: From Quote to Invoice, Without Re-entry or Delay
Every order that drags costs time and cash. This day gives your sales administration a clear process from start to finish.
You learn to handle quote, order, delivery and invoicing in one flow. You leave with a dashboard showing what sells and what is waiting.
Does your sales process fit on a single screen?
A customer asks where their order stands. If the answer takes three files and two internal calls, the process leaks somewhere. Odoo Sales gathers these steps, provided you configure and use them well.
The course targets those who keep the machine running: sales assistants, order handlers, sales administration managers. They handle the module as it will live in your company, not in a theoretical demo.
The four takeaways of the day
Clean master data
Products, customers, price lists and payment terms: you lay reliable foundations so every quote starts right.
A mastered process
From the quote sent to the confirmed order, then the invoice, you chain the steps without a break.
A useful dashboard
You compose views to track pending quotes and orders to invoice, and you read them in seconds.
Configuration you understand
You know which options to enable, why, and when it is better to keep the standard.
The thread of the day, from product record to invoice
1
Prepare the ground
We review items, customers and prices. Everyone sees the impact of a poorly filled record.
2
Run a sale
A complete case, from offer to payment, with the special cases of your daily work.
3
Track and chase
You spot dormant quotes and orders waiting to be invoiced.
4
Adjust the settings
We go through the configuration options and decide what really serves you.
One module, several everyday situations
- A quote to modify three times before the customer agrees.
- An order to deliver in several shipments.
- A discount to apply depending on the customer profile.
- An invoice to issue before or after delivery.
- A weekly meeting where management wants to see the figures.
We handle these situations during the session. For prospecting upstream, the CRM course complements this journey perfectly.
What becomes of the process once the day is over?
You leave with a process written in your head and in the tool. The order handler knows what to check before confirming a sale. The sales assistant knows what to fill in so the invoice goes out without errors.
Newcomers settle in faster, because the journey is explained and repeatable. Your management follows sales with the same views, week after week.
What sales administration teams ask
No. You only need to master the commercial side and know how to use a computer. We explain the link with invoicing throughout the exercises.
We focus on the standard Odoo Sales process. If your case is more specific, we cover it in-house or in a tailor-made session.
Yes, in-house. We use your item types and your commercial rules in the exercises.
We go through them together. For each one, we explain what it brings and what it requires in daily management.
It helps. They enter the quotes, you process them: training together aligns practices on both sides.
Yes. We run it on site or remotely, over one day, anywhere in France.
Our support team answers you. You can also request a targeted follow-up.
Ready to smooth out your sales?
Explain your sales cycle to us. We prepare a day that fits your sales administration.