Odoo 19 Sales takes a deal from quotation to confirmed order and then to invoice. Sales teams like how quickly a professional quotation can be sent, but they usually have questions about pricing rules, approvals and when an order should be invoiced.
Most asked topics
- Pricelists: users ask how to give different prices to wholesalers, retailers or specific customers, which pricelists handle with rules by product, quantity and date.
- Quotation templates: teams want standard offers with fixed lines, terms and optional products, which templates provide once enabled in settings.
- Online signature and payment: salespeople ask whether customers can accept online, and the portal supports signing and paying before confirmation.
- Invoicing policy: finance asks whether to invoice on ordered or delivered quantities, which is set per product and affects partial deliveries.
- Discounts and margins: managers want to see margin on each line and control discounts, using the margin and discount options in settings.
Practical setup tips
- Decide your pricing structure on paper before creating pricelists, so you do not end up with dozens of overlapping rules.
- Choose the invoicing policy per product category carefully, because it controls what Odoo considers ready to invoice.
- Build two or three quotation templates for your most common deals and keep them updated.
Small configuration choices in Sales have a big impact on stock and accounting further down the line. If you would like help configuring Odoo 19 Sales or training your team on it, 1CBMS can set it up around your real processes as part of an Odoo 19 implementation in Egypt, Iraq or the wider region.