Order Management In Odoo 17: All You Need To Know

ERP Solutions oodles
4 min readFeb 26, 2024

Order Management In Odoo 17: All You Need To Know

The most recent iteration of the well-known open-source ERP software suite, Odoo 17, was released in October 2023. It has a number of new features and enhancements designed to increase functionality, user experience, and operational effectiveness. A powerful order management system is provided by Odoo 17, which helps to improve customer satisfaction and expedite business processes. Odoo 17 gives you the ability to handle sales both online and offline by providing you with the necessary tools to process orders quickly, keep track of inventory, and provide outstanding customer service.

We will examine the main facets of Odoo 17’s order management in this blog article, emphasising its capabilities and advantages. Next, we’ll discuss several pointers and strategies that businesses can use to further maximise their order management processes using Odoo 17.

Also, Read The Most Useful Odoo Applications For The Top Business Use Cases

Configuration and Customization

Setting up Odoo 17 according to your needs is essential before you start processing orders. Priority one should be given to precisely defining your goods and services, including information about stock levels, taxes, prices, and other aspects. Next, you need to have thorough profiles for both your suppliers and consumers that include all the pertinent data, such as delivery preferences, terms of payment, and contact information.

Establishing warehouses is crucial since it will help you choose places for inventory management and storage. Odoo 17 assists in configuring shipping options along with related expenses and projected delivery timeframes concurrently. Additionally, it guarantees that the tax rules you have set up are correct and based on your location and product categories.

Streamlined Order Processing

Purchase orders, eCommerce orders, and sales orders are among the various order creation channels offered by Odoo 17. For direct sales, quotations, or special orders, we manually make orders in the sales app. To manage eCommerce orders placed on your online store, Odoo 17 provides a website app. Additionally, for smooth order processing, the website software interfaces with systems like WooCommerce, Magento, and PrestaShop. Using the buy app, purchase orders are placed for the acquisition of items. In order to evaluate costs and strike deals, it also considers requests for quotes (RFQs).

Odoo 17 walks you through the following steps after creating an order:

  • Quotation: Convert quotations to confirmed orders upon customer approval.
  • Confirmation and Picking: Confirm the order’s availability and assign it to a picker for warehouse operations.
  • Delivery Orders: Generate delivery orders based on confirmed sales orders, outlining specific items and quantities for shipment.
  • Invoices: Create and send invoices to customers upon order fulfillment.

Inventory Management

An essential component of order fulfilment is inventory. Having said that, Odoo 17 offers a wide range of capabilities and tools for efficient inventory management.

  • Real-time Stock Tracking: This feature in Odoo 17 lets you monitor stock levels across different locations in real-time, preventing overselling and ensuring accurate delivery promises.
  • Inventory Adjustments: It enables enterprises to manage stock discrepancies through adjustments for returns, damages, or internal transfers.
  • Warehousing Operations: This feature in Odoo 17 utilizes functionalities like barcode scanning and picking lists to streamline warehouse operations and optimize picking accuracy.
  • Minimum Stock Levels: It allows you to set minimum stock levels for each product to trigger automatic purchase orders when inventory falls below a certain threshold.

Also, Read Introducing Odoo 17: Here’s Everything You Need To Know

Advanced Features For Enhanced Efficiency

The additional sophisticated capabilities that Odoo 17 offers to further enhance order management procedures are listed below.

  • Workflows and Automations: Define automated workflows for order processing stages, reducing manual tasks and streamlining operations.
  • Dropshipping: Integrate with dropshipping suppliers who directly fulfill orders on your behalf, reducing inventory management needs.
  • Subscriptions: Manage recurring orders and subscriptions, providing convenience for customers and predictable revenue streams for your business.
  • Reporting and Analytics: Generate comprehensive reports on order performance, sales trends, and inventory levels to gain valuable insights and make data-driven decisions.

Tips and Tricks For Success

Other pointers and strategies for efficient order handling in Odoo 17 are included below:

  • Leverage Integrations: You may integrate Odoo 17 with payment gateways, shipping carriers, and accounting software to achieve a seamless, automated, and user-friendly experience.
  • Use Mobile Apps: Enterprises can manage orders, track inventory, and communicate with customers on-the-go using the Odoo mobile apps.
  • Maintain Data Accuracy: Odoo 17 helps ensure accurate product information, customer details, and inventory levels for smooth order processing.
  • Regularly Review and Update: Enterprises may review their order management processes periodically and adapt them to their evolving business needs.

Also, Read Custom Odoo ERP Development For The Telecom Industry

Conclusion

All things considered, Odoo 17 provides companies of all sizes with a strong and intuitive way to effectively manage their orders and increase overall sales success. Businesses can achieve enhanced customer happiness, higher efficiency, and eventually business growth by mastering order management with Odoo 17. However, in order to properly install Odoo 17 and tailor it to your business needs, you must have a reliable technical partner at your disposal.

As a reputable Odoo development firm, we offer comprehensive ERP software development services to meet our clients’ various business demands. With a variety of customisations, our skilled developers can effectively create and integrate Odoo 17 to meet various business requirements. Our expertise lies in crafting business solutions that are specifically designed to boost worker productivity and improve overall operational effectiveness. Contact erp@oodles.io to find out more about our Odoo development services.

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