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Odoo 14 - Sales Features

INTRODUCTION

❖ Sales is an important aspect of any company's operations. Effective management of the

sales operations would bring in good profits and drive in customers to your companies.

❖ The new sales module of Odoo 14 is the ultimate management solution for all the aspects

of sales operations in your company.

❖ In Odoo 14 we get a new feature of viewing the Forecasted report of the products.

❖ Once the sale order is created and confirmed one can view a forecasted report of the

product from the orderline itself.

❖ Go to Sales module -> From Quotations tree view we can see that some of the changes

that made into UI.Here we can see changes in status field .

❖ Next, we can directly schedule an activity from the tree view, which is so easy and time

efficient.

❖ In Odoo 14 we get a new feature of viewing the Forecasted report of the products.For that

let us create a sale order > Click on CREATE button

❖ Provide your details for the sale order, after adding product to the sale order line, we can

see that a forecasted inventory report is being created for that product .

❖ For getting graphical representation of report click on View Forecast

❖ It will redirect to the graphical representation with product name and its On hand ,

forecasted, forecasted+pending quantities and also On hand value

❖ Also we will get a detailed inventory report for the product in a tabular form.By using

REPLENISH button we can send the replenishment request for that corresponding product

For More

Details

Check our company website for related blogs and Odoo

book.

Sales and CRM in Odoo 14

Check our YouTube channel for functional and technical

videos in Odoo.

Odoo 14 Sales Features

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