SALES DEFAULT SRS

Contents
Sales Management Configurations:........................................................................................................2
Customers:..........................................................................................................................................2
Pricelist:...............................................................................................................................................3
Sales Channel:.....................................................................................................................................4
Attribute:.............................................................................................................................................5
Attribute Value:..................................................................................................................................5
Unit of Measure:.................................................................................................................................6
Unit of Measure Category:..................................................................................................................6
Delivery Method:................................................................................................................................7
Sales Process:..........................................................................................................................................7
Quotation:...........................................................................................................................................8
Sales Order (SO):...............................................................................................................................10
Invoice:..............................................................................................................................................14

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 Sales Management Configurations:
Customers:
Description:
The system helps you manage and maintain all a people or organizations that buys goods or services
from a business.

Responsible Users:
Sales Rep

Constraints:
Customer name must be unique

Form Data:
No Name Type Mandatory Source/Options Default Value Notes
?
Basic:
1. Company Type Selection Yes Individual / Company Individual
2. Name Selection Yes - -
3. Address Char Yes - -
4. Job Position Char No
5. Phone Numbers No - -
6. Mobile Numbers Yes - -
7. Email Char No - -
8. Website Char No - -
9. Title Selection No - -
10. Language Selection No Languages List -
Contacts & Addresses:
1. Contact Name Char Yes - -
2. Title Selection No
3. Job position Char No - -
4. Address Char No - -
5. Email Char No - -
6. Phone Numbers No - -
7. Mobile Numbers No - -

8. Notes Text No - -
Sales and Purchases:
Sales:
1. Customer Boolean Yes Yes/No Yes
2. Salesperson Selection No Sales rep List
3. Mailing Opt-Out Boolean No Yes/No -

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 4. Bounce Int No - 0
Purchases:
1. Is a Vendor Boolean No Yes/No No
MISC:
1. Internal reference Char No - -
Payments:
1. Bank Accounts Int No - -
2. Credit Cards Int No - -
Warehouse:
1. Customer Location Selection No - -
2. Vendor Location Selection No - -
Invoicing:
Sales:
1. Customer Payment Selection No - -
Terms
2. Degree Of Trust Selection No Good Debtor -
You have in this Normal Debt
debtor Bad Debtor
Purchase:
3. Vendor Payment Selection No - -
Terms
Fiscal Information:
4. Fiscal Position Selection No - -
Accounting Entries:
5. Account Receivable Selection Yes - -
6. Account Payable Selection Yes - -

Pricelist:
Description:
A list of the current prices of items on sale.

Responsible Users:
Sales Manager

Constraints:
N/A

Form Data:
No Name Type Mandatory? Source/Options Default Value

Basic:
1. Name “Char” Char Yes - -

2. Discount Policy Selection No Discount included in -

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 the price,
Show public price &
discount to the
customer
3. Country Groups Selection No - -

Sales Channel:
Description:
Sales channel is the process of distributing products to the market typically by segmenting sales
operations to focus on different selling vessels.

Responsible Users:
Sales Manager

Constraints:
N/A

Form Data:
No Name Type Mandatory? Source/Options Default Value

Basic:
1. Name Char Yes - -
2. Quotation Boolean No - -
3. Pipeline Boolean No - -
4. Leads Boolean No - -
5. Channel Type Selection Yes Sales, Website -
6. Channel Leader Selection No
7. Email Alias Char No - -
8. Accept Emails from Selection Yes Everyone, Partners, -
Followers
Team Members:
1. Name Char Yes - -
2. Email Address Char Yes - -
3. Phone Char No - -
4. Mobile Char No - -
Dashboard:
1. Set Invoicing Target Boolean No - -
2. Invoicing Target Integer No - -
Graph
3. Content Selection No Pipeline, Sales, -
Invoicing
4. Expected to Close Selection No Within a Week, -
Within a Month,

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 Within a Year
5. Group by Selection No Expected Closing -
Day, Expected
Closing Week,
Expected Closing
Month, Salesperson,
Stage

Attribute:
Description:
A quality, feature or variant of a product. For example color, size etc

Responsible Users:
Sales Manager

Constraints:
N/A

Form Data:
No Name Type Mandatory? Source/Options Default Value

Basic:
1. Name Char Yes - -

Attribute Value:
Description:
The value of the product’s variant. A product variant can have 1 or more value. For example, variant
“color” has values “blue, red ,green”

Responsible Users:
Sales Manager

Constraints:
N/A

Form Data:
No Name Type Mandatory? Source/Options Default Value

Basic:
1. Attribute Selection Yes - -
2. Value Char Yes - -

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 Unit of Measure:
Description:
You can set up Odoo to work with different units of measure for one product.

Responsible Users:
Sales Manager

Constraints:
N/A

Form Data:
No Name Type Mandatory? Source/Options Default Value

Basic:
1. Name Char Yes - -
2. Category Selection Yes
3. Type Selection Yes Bigger than the -
reference unit of
measure,
Reference unit of
measure for this
category,
Smaller than the
reference unit of
measure
4. Ratio Float Yes - -
5. Bigger Ratio Float Yes - -
6. Active Boolean - - -
7. Rounding Precision Float Yes - -

Unit of Measure Category:

Description:
A category contain different UOMs.

Responsible Users:
Sales Manager

Constraints:
N/A

Form Data:

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No Name Type Mandatory? Source/Options Default Value

Basic:
1. Name Char Yes - -

Delivery Method:
Description:
Delivery methods allow you to manage the transport company, the price, and the destination.

Responsible Users:
Sales Manager

Constraints:
N/A

Form Data:
No Name Type Mandatory? Source/Options Default Value

Basic:
1. Name Char Yes - -
2. Provider Selection No - -
3. Margin on Rate Float No - -
4. Free if order amount Boolean No - -
is above
5. Delivery Product Selection Yes - -
Pricing:
1. Fixed Price Float No - -
Destination Availability:
1. Countries Many to One No - -
2. State Many to One No - -
3. Zip from Char No - -
4. Zip to Char No - -

Sales Process:

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 Quotation:
Delivery
Order
(Inventory)

Quotation Sale Order

Invoice
(Accounting)

Description:
A request for quotation is a formal statement setting out the estimated cost for a particular job or
service.

Previous Process:
N/A

Next Process:
Sale Order

Users:
Sales Rep

Process Steps:
1. Sales rep creates sales quotation.

Constraints:
The quotation should contain the prices that are to be sent to customer.

Reports/ Prints:
Print Quotation

Form Data:

No Name Type Mandatory? Source/Options Default Value Notes

Basic:
1. Customer Selection Yes customer List - -
2. Expiration Date DateTime No - - -

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 1
3. Pricelist Selection Yes Pricelists - -
4. Payment Terms Selection Yes Immediate Payment -
15 Days
30 Net Days
Order Line:
1. Product Selection Yes - -
2. Description Text No Product profile - Can be editable
3. Quantity Float No - 1
4. UOM Selectiom Yes
5. Unit Price Float Yes - 0.0
5
6. Taxes Selection No - - -
7. Discount % Float No - 0.0 -
8. Subtotal Float No - 0.0 -
9. Untaxed amount Float No - 0.0 -
10. Taxes Float No - 0.0 -
11. Total Float No - 0.0 -
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Other Information:
Shipping Information:
1. Warehouse Selection Yes - - -
2. Shipping Policy Selection Yes Deliver each - -
product when
available,
Deliver all at once

Sales Information:
1. Sales rep Selection No Sales rep List
2. Tag Selection No - - -
3. Sales Channel Selection No Sales Channel List
4. Customer Reference Char No - - -
Invoicing:
1. Order Date DateTime Yes - - -
2. Fiscal Position Selection No - - -
Reporting:
1. Source Document Char No - - -

Quotation Flow:

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 Quotation

Sales Rep

Start

Create
Quotation
Quotation

Confirm
Sale Order

Yes

Sales No
Order

End

Sales Order (SO):

Description:
The Sales Order will be created after the sales manager confirms the created quotation made by the
sales rep.

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 Previous Process:
Quotation

Next Process:
Invoice (Accounting)/ Delivery Order (Inventory)

Users:
Sales Manager

Process Steps:
1. Sales manager views and approves the sales quotation.

After SO creation a draft outgoing delivery order will be created and then the Sales rep/Sales Manager
can create a draft invoice and transfer it to accounting to receive payment from the customer (after or
before receiving the products) based on the agreed-on payment terms.

Constrains:
N/A

Reports/ Prints:
Print PO

Form Data:
No Name Type Mandatory? Source/Options Default Value Notes

Basic:
1. Customer Selection Yes customer List - -
2. Expiration Date DateTime No - - -
1
3. Pricelist Selection Yes Pricelists - -
4. Payment Terms Selection Yes Immediate Payment -
15 Days
30 Net Days
Order Line:
1. Product Selection Yes - -
2. Description Text No Product profile - Can be editable
3. Quantity Float No - 1
4. UOM Selectiom Yes
5. Unit Price Float Yes - 0.0
5
6. Taxes Selection No - - -
7. Discount % Float No - 0.0 -
8. Subtotal Float No - 0.0 -
9. Untaxed amount Float No - 0.0 -

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 10. Taxes Float No - 0.0 -
11. Total Float No - 0.0 -
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Other Information:
Shipping Information:
1. Warehouse Selection Yes - - -
2. Shipping Policy Selection Yes Deliver each - -
product when
available,
Deliver all at once

Sales Information:
1. Sales rep Selection No Sales rep List
2. Tag Selection No - - -
3. Sales Channel Selection No Sales Channel List
4. Customer Reference Char No - - -
Invoicing:
1. Order Date DateTime Yes - - -
2. Fiscal Position Selection No - - -
Reporting:
1. Source Document Char No - - -

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SO Flow:

Sales Order

Sales Manager

Start

Quotation
Sales Order

Confirm

YES No

Delivery
Invoice
Order

End

13
 Invoice:
Description:
A Customer Invoice is a binding settlement of outstanding amounts.

Previous Process:
Sale Order

Next Process:
N/A

Users:
Sales Manager

Process Steps:
1. A draft invoice is created based on the agreed payment method.

Constrains:
N/A

Reports/ Prints:
Form Data:
No Name Type Mandatory? Source/Options Default Value Notes
Invoice
Basic: Sales Manager
1. What do you want to Selection Yes Invoiceable Lines, - -
invoice? Invoiceable Lines
Start (Deduct Down
Payments),
Down Payment
Sales (Percentage),
Order Down Payment
(Fixed Amount)
Invoice

Create
Inoice?
Invoice Flow:
YES
No

Draft
Invoice

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End
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