Sales & Distribution (S&D) in Odoo

In Odoo, Sales and Distribution (S&D) processes are handled through a collaboration of the Sales, Inventory, and Purchase modules. These modules work together to provide a streamlined process for managing customer orders, stock levels, and product delivery. Each module has specific responsibilities that contribute to the end-to-end flow of goods and services.

Sales Module

Sales module manages customer interactions and converting opportunities into sales orders. It includes the following key sub-functions.

Quotes can be generated for customers based on predefined price lists.

Sales Orders: Once a quotation is accepted, it can be confirmed into a sales order.

Pricelists and Discounts: Multiple price lists can be configured and conditional discounts can be applied for different customer segments.

Client Management: Odoo can be integrated with CRM to track customer details and communications.

Invoicing: Invoices are generated automatically based on sales order and integrated with Odoo accounting.

Sales Reporting: Sales performance, trends and customer buying behavior reports can be created.

Inventory Module

The Inventory module handles the logistics and distribution part of the process. It manages the movement, tracking, and storage of goods. Key sub-functions include:

Stock Reservation: Stock is reserved automatically when a sales order is confirmed for that order.

Picking and Packing: Picking and Packing process is executed by warehouse staff based on delivery orders.

Shipping and Delivery: Oddo integrates shipping and delivery process with shipping companies for freight calculation and delivery tracking.

Warehouse Management: Multi-warehouse operations are supported by Oddo. Other than that bin locations, and smart routing (FIFO, LIFO, etc.) are also configurable.

Replenishment Rules: Automation of triggering procurement of any item can be configured when stock of any item falls below a minimum threshold.

Purchase Module (Support Role)

The Purchase module supports the Sales and Distribution flow and ensures stock availability. It interacts closely with inventory to maintain sufficient stock levels. Main sub-functions include:

Blanket Orders: Long-term purchase agreements between a company and a vendor to deliver products on a recurring basis with predetermined pricing are called Blanket Orders.

Odoo’s requests for quotation (RFQs) feature in the Purchase app standardizes ordering products from multiple vendors with varying prices and delivery.

Reordering Rules: Oddo allows you to configure automation of generating purchase orders when stock levels reach at minimum.

Request for Quotation (RFQ): Odoo’s requests for quotation feature can be configured for ordering products from different vendors with different prices and delivery options.

Vendor Management: Vendor details like contact information, product details, delivery records, negotiated prices etc. are maintained.

Purchase Orders: PO generation is user friendly and manages orders to suppliers.