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Navigating the Sales Module

Navigating the Sales Module

Sales module — quotation list view

The Sales module is where you manage your entire order-to-cash process. Here's how to get around:

Accessing Sales

  1. Log in to Odoo at letsgomint.us/odoo
  2. Click the Sales icon in the main menu (or search for "Sales" in the app launcher)
  3. You'll land on the Quotations list by default

Main Menu Items

Menu What It Shows
Orders > Quotations Draft quotes not yet confirmed
Orders > Orders Confirmed sales orders
To Invoice Orders ready to be invoiced
Products Product catalog
Reporting Sales analysis, invoiced amounts, activities

Tip: Use the search bar at the top to quickly filter by customer, product, or salesperson.

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