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
Thank You