Leads, opportunities, quotations and orders on one record. The number a salesperson quotes is the number the warehouse picks against and finance bills — because there is only ever one of it.
Opportunities by stage, with an expected value and a close date on each. Move a card and the forecast moves with it, because the forecast IS the pipeline rather than a spreadsheet kept beside it.
Correspondence, scheduled activities and internal notes sit on the opportunity, so whoever opens it next can see what was said without first working out who last spoke to them.
Templates for the orders that repeat, optional lines a customer can add themselves, and a document carrying the terms and totals as they were configured rather than as somebody retyped them.
A quotation is opened, questioned, signed and paid in one place, and the order confirms on the other side of it — rather than a countersigned PDF finding its way back by email three days later.
Customer and quantity price lists, currencies, and discount logic applied by the system — so what a rep is able to give away is a configuration rather than a habit.
Won and lost by stage, by salesperson and by period, read from the same records the desk works in. That is what makes a number arguable rather than invented.
Screenshots show the Odoo interface, captured from Odoo's public demo database or published by Odoo S.A. at odoo.com — not Rkieh Productions client systems. Odoo is a trademark of Odoo S.A. Rkieh Productions is an Odoo partner and implements and configures Odoo for its clients; what any given system does depends on edition, enabled modules, hardware and the agreed solution design.
The parts of the order desk this work configures, and what each one is responsible for once it is running.
Stages a deal moves through, who owns it, what it is worth and when it is expected to close.
Expected revenue by period, team and salesperson, read from the pipeline rather than assembled beside it.
Templates, optional lines, terms, taxes and totals, and the document the customer actually receives.
Calls, meetings and follow-ups scheduled against the record they belong to, so nothing waits on somebody remembering.
Every quotation, order, invoice and conversation for a customer, on the customer.
The catalogue the desk sells from, with customer, quantity and currency pricing applied by rule.
Leads arrive from a website form, an email alias, an imported list or a person typing one in, and none of those should behave differently once they land. Configuration decides what a lead is worth looking at, who it belongs to and what happens if nobody touches it — so the answer does not depend on who was watching the inbox that morning.
A sales system that does not reach the rest of the business is a second place to type things. These are the joins that stop that.
Correspondence and meetings synchronised both ways, so the record is complete without anyone copying it in.
A quotation signed in the portal confirms the order on the other side of it.
Deposits and payment on confirmation, reconciled against the invoice rather than chased.
What is promised is checked against what is actually in stock, across every location.
The invoice comes from the order it belongs to, at the prices and taxes the order carried.
Shipping methods, rates and labels attached to the order the goods are leaving on.
A signed order has to become a delivery, an invoice and a payment, and often a renewal after that. Configured properly each of those is the same record moving on rather than a new one being created — which is what makes the total on the invoice match the total the customer agreed to.
The quotation becomes the order becomes the invoice. Nobody types it three times.
Where a deal stands is on the record, not in somebody's inbox.
It is the pipeline, so it is current the moment the pipeline is.
Price lists and discount rules decide it before the conversation starts.
