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Sale Category
Sale Category is an Odoo module designed to enhance the sales workflow by allowing businesses to create and manage custom sale categories for their products and quotations. With this module, users can organize sales data more effectively and assign categories directly within sales quotations, improving clarity and reporting.
Features
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Features
Create and Manage Sale Categories
This module allows users to create dedicated sale categories within the sales environment. Categories can be configured directly from the products section, giving teams the flexibility to define different sales classifications according to business needs.
Assign Sale Categories in Sales Quotations
Users can select a sale category while preparing a sales quotation, enabling better classification and tracking of deals. This ensures that each quotation carries meaningful context related to the type of sale or business segment it belongs to.
Category Visibility in Quotation Lists and Kanban Views
The module extends the visibility of sale categories across different quotation views, including list and kanban formats. This allows users to quickly identify and sort quotations based on their assigned categories without opening each record individually.
Screenshot
1.) Sale Category Configuration
A dedicated section within the Products area allows users to create and organize sale categories. Categories can be defined according to business requirements, and color selection adds a visual layer that helps differentiate them easily while managing records.
Navigation : Sale → Products → Sale Category
2.) Quotation with Sale Category Selection
While preparing a sales quotation, the option to choose a sale category becomes available, making it easier to classify deals during the quotation stage. This addition helps sales teams maintain consistency in how quotations are categorized and improves overall tracking of sales opportunities
3.) Quotation List and Kanban Overview
Quotations include visible sale category information in both list and kanban layouts, making it easier to review and manage multiple quotations at once. With categories clearly associated with each quotation, users can quickly identify and organize sales records according to their defined categories.
User Guide
