In a CRM system, implementing a Kanban view based on due dates allows for visualizing and managing tasks or deals according to their deadlines.
This module lets you set Sales Terms & Conditions directly from the Sales module, not from Invoicing.It helps sales teams define their own rules like offers, returns, or delivery terms.These terms appear on the Sale Order screen and PDF, and are shared with customers automatically.
This module improves your lead management process in Odoo by automatically assigning leads, calculating lead scores, and integrating WhatsApp communication. It helps your sales team prioritize high-quality leads and respond faster.
This module helps you quickly duplicate any product line inside a sales order. Instead of manually adding the same product details again, you can just click and copy the line. This saves time, avoids errors, and is very helpful when customers order the same item multiple times with small changes (like quantity or price).
This module adds a control to prevent salespeople from confirming sales orders if the discount on any product exceeds 10%, unless a manager manually approves it. It helps avoid unauthorized high discountsand ensures proper sales approval processes.