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Sales and customers

Sales

Connect quotations and orders in a validated journey.

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Details for integrators
Technical name
sale_management
Source repository
Odoo S.A.
Licence
LGPL-3

A scoped implementation, with evidence.

Functions and use

Structures customers, activities and sales stages in one flow.

Prepare a quotation, approve it, then check the resulting order.

Prerequisites and limits

Define stages, owners, visibility rules and the data to be imported.

Validation

Installation, permissions and the complete user journey are tested on the target version before production.