Odoo Sales and Purchase Modules: Sales and Procurement in One System

Short answer: Odoo Sales handles quotations, pricelists, discounts, sales orders and customer invoices; Odoo Purchase handles requests for quotation (RFQs), vendor prices, automatic replenishment and vendor bills. Both share one database with Inventory and Accounting: purchased goods are received into stock, sold goods become a delivery and an invoice, and every step is posted to accounting automatically. The result is a transparent sales and procurement chain with no manual re-entry.

Sales and procurement are two sides of the same coin: one brings in revenue, the other manages costs. Yet in many companies they live apart. A salesperson builds a quote in Excel, sends it on Telegram and takes the price from memory. The buyer agrees terms by phone, and the details stay in a chat. The warehouse learns an item is out of stock when the customer arrives, and the accountant retypes every sale and purchase into 1C. At month-end nobody can say what discounts were given or when purchase prices rose.

In Odoo the two processes are tightly connected. This guide shows how the Sales and Purchase apps work in practice, from quotations and pricelists to automatic reordering and three-way matching.

What are the Odoo Sales and Purchase apps?

Odoo Sales is the ERP app for selling, from quotation to payment; Odoo Purchase is the app for buying, from asking a vendor for a price to paying the vendor bill. Both are part of the free Odoo Community edition, while a few extras are Enterprise only. More: Odoo Community vs Enterprise.

Sales lets you:

• prepare quotations in minutes;
• track contracts and orders by status;
• apply pricelists, discounts and promotions automatically;
• create the delivery and invoice straight from the order.

Purchase lets you:

• keep a supplier database and compare vendor offers;
• create purchase requests automatically when stock hits the minimum;
• analyse supplier prices against purchase history;
• match vendor bills to orders and receipts.

Unlike Excel or separate programs, both apps share one database with Inventory and Accounting, so products, customers, vendors and prices are the same for every department.

How are sales and purchasing connected in Odoo?

In Odoo each sales or purchase document creates the next department's document: a sales order creates a delivery, and the delivery and invoice generate journal entries. Take a wholesaler selling 100 boxes.

1. The salesperson prepares a quotation; the price comes from the customer's pricelist.
2. The customer agrees, and one click turns it into a sales order.
3. A delivery order appears in the warehouse immediately.
4. Validating the delivery reduces stock and, with automated valuation, posts the cost of goods sold.
5. An invoice is created from the order and sent as an e-invoice; the payment is matched to the bank statement.
6. If stock falls below the minimum, a reordering rule creates an RFQ.
7. The confirmed purchase order shows up as an expected receipt, and goods are received on arrival.
8. The vendor bill is created from the purchase order and checked against the received quantity.

So purchased goods go into stock automatically and sold goods become invoices, with nothing typed twice.

How do you create a quotation in Odoo Sales?

A quotation is the document a customer receives with products, prices, discounts, taxes and terms; once confirmed, it becomes a sales order.

1. Pick the customer: pricelist, payment terms and delivery address fill in automatically.
2. Choose a quotation template, such as "Standard dealer bundle", which adds products, validity and terms.
3. Add products and quantities. Price, discount and VAT (currently 12% in Uzbekistan) are calculated, and each line shows whether stock is sufficient.
4. Add optional products the customer can pick.
5. Send the quote as a PDF by email, or download it and share it on Telegram.
6. The customer opens it via a portal link, signs online and, if required, pays a deposit.

Useful settings:

• Validity date: expired quotes are flagged, so you don't sell at an old price.
• Pro-forma invoices and down payments: a percentage or fixed prepayment.
• Margins: per line and per order, based on cost.

A quotation created from a CRM opportunity stays linked to the deal and counts in pipeline statistics. More: Odoo CRM: automating your customer base.

How do pricelists and discounts work?

A pricelist in Odoo is a set of rules that sets a product's price automatically for a customer group, quantity, period or currency. Salespeople don't memorise prices: the right one appears when the customer is selected.

Examples of rules:

• Customer type: separate prices for retail, wholesale, dealers and chains.
• Quantity: 5% cheaper from 50 boxes.
• Period: seasonal prices or a promotion on set dates.
• Formula: cost plus 20%, or a price derived from another pricelist.
• Currency: base prices in US dollars, with a sum pricelist converted at the current rate.

Discounts work at three levels:

1. Line discount: a percentage off one line; user rights control who may give it.
2. Order discount: applied to the whole order with one button.
3. Promotions and loyalty: "buy 3, get 1 free", "5% off orders over 5 million sum", promo codes, coupons and gift cards, applied automatically when conditions are met.

Tip: when moving from 1C or Excel, don't create a pricelist per customer. Define three to five price groups and treat individual deals as exceptions.

From order to delivery: how do sales work with the warehouse?

When a sales order is confirmed, Odoo creates a delivery order in Inventory and reserves the goods for that customer.

• Availability: while quoting, you see whether a product is in stock, expected or short.
• Delivery date: calculated from product and warehouse lead times, so promises are realistic.
• Partial deliveries: a backorder is created for the rest.
• Returns: goods come back through a return document, followed by a credit note.

If you sell goods that require marking, Asl Belgisi codes must be scanned at dispatch; Deep Vision has a ready-made Odoo module for this. Routes and stock counts are covered here: Odoo Inventory: digitalising warehouse management.

How is invoicing automated after a sale?

In Odoo an invoice is generated from the sales order for either the ordered or the delivered quantity, depending on the product's invoicing policy.

• Ordered quantities: for prepayment businesses; invoice as soon as the order is confirmed.
• Delivered quantities: the wholesale norm. If 80 of 100 boxes shipped, the invoice covers 80.
• Batch invoicing: select orders in the "To invoice" list and invoice them in one action.
• Credit notes: for returns or later discounts, created from the original invoice.
• E-invoices: in Uzbekistan invoices are signed digitally and sent through an operator. Deep Vision's ready-made Didox module sends the Odoo invoice and brings back its status. Details: Electronic invoices: Didox, Soliq and ERP integration.
• Payments and receivables: bank transfers, cash and, with an integration, Payme and Click payments are matched to invoices. If a customer exceeds their credit limit, the salesperson sees a warning.

Posting the invoice creates the journal entries. Bank reconciliation and reports: Odoo Accounting module.

How does purchasing work in Odoo Purchase?

Purchasing in Odoo starts with a request for quotation (RFQ): it goes to the vendor and, once price and lead time are agreed, becomes a purchase order.

1. Need: an RFQ is created manually, by a reordering rule, or from a sales order.
2. Price and lead time: filled in from the product's vendor prices for that quantity.
3. Sending: as a PDF by email, or shared on Telegram.
4. Approval: orders above a threshold, say 50 million sum, need a manager's sign-off.
5. Expected receipt: confirmed orders show as incoming stock, forecasts update, late receipts are flagged.
6. Receiving: the storekeeper receives the goods; a partial delivery creates a backorder.
7. Bill and payment: the vendor bill is created from the order and paid on its terms.

How do you manage vendors and their prices?

A vendor pricelist records, for each product, which vendors supply it, from what minimum quantity, at what price and with what lead time.

A product can have several vendors: say, a Tashkent distributor (from one box, two days, pricier) and a Chinese manufacturer (from 500 boxes, 45 days, in dollars, cheaper). Odoo picks the price that fits the order quantity.

Comparison and control tools:

• Alternative RFQs (tenders): send one need to several vendors, compare replies line by line on price and lead time, confirm the best.
• Blanket orders: fix price and volume for a period, then order against the agreement.
• Price history: purchase analysis shows the average price per product and vendor by month, so the system, not the buyer, flags increases.
• Reliability: each vendor shows an on-time delivery rate.

For imports, orders and bills can be in dollars, yuan or euros while accounting shows sum. Freight, customs and certification are spread onto product cost with landed costs, so margins reflect the real cost.

How does automatic reordering at minimum stock work?

A reordering rule tells Odoo to create an RFQ automatically when stock drops below a set minimum, bringing it back up to the maximum.

Example: minimum 50 boxes, maximum 200. The forecast quantity (on hand plus incoming minus reserved) drops to 40, so Odoo creates an RFQ for 160 boxes with the main vendor.

Options:

1. Automatic: the scheduler checks stock daily and creates RFQs for the buyer to confirm.
2. Replenishment screen: suggested quantities to order once or automate.
3. Buy to order (MTO): the product is bought only after a customer orders it.
4. Dropshipping: the vendor ships straight to your customer.

Too low a minimum causes stockouts; too high a maximum ties up cash in inventory.

What is three-way matching and how are vendor bills checked?

Three-way matching compares the purchase order, the quantity actually received and the vendor bill before payment. It stops overpayment and paying for goods that never arrived.

• Bill control policy: per product, bill on ordered or received quantities.
• Bills from orders: lines, prices and taxes come from the order; the accountant only checks them.
• Payment status: the Enterprise 3-way matching feature marks a bill as not ready to pay until goods fully arrive.
• Incoming e-invoices: imported into Odoo through the Didox integration.

Example: you ordered 200 boxes, 180 arrived, and the vendor billed 200. Under the received-quantity policy, 180 are due, and 20 stay open until delivered or credited.

Which reports help you control sales and purchasing?

Sales and Purchase reports are built from the documents themselves, so they are always current and need no Excel export.

• Sales analysis: by customer, product, category, salesperson, branch and period.
• Margins and discounts: who discounts how much, and which products make money.
• Open items: orders not yet invoiced or delivered.
• Balances: receivables and payables, with overdue amounts highlighted.
• Purchase analysis: volume by vendor and product, average price trends.
• Vendor performance: lead times and on-time delivery share.

Which metrics a sales team should track: Sales department KPIs and reports.

What should a company in Uzbekistan configure?

The key points in Uzbekistan are prices in sum and dollars, 12% VAT, MXIK (IKPU) product codes, e-invoices and migration from 1C.

• Currencies: imports are often priced in dollars and sold in sum, so rates must stay current.
• VAT: VAT-registered and non-registered partners, export rules.
• MXIK codes: e-invoices need an MXIK code and unit of measure per line, so store them on the product. Check current rules on soliq.uz.
• Didox and Asl Belgisi: configured separately; Deep Vision has ready-made modules for both.
• Documents and payments: Uzbek and Russian templates; clear rules for bank, cash, Payme and Click.
• Migration: customers, vendors, products and prices from 1C or Excel are cleaned and imported.

Distributor processes (agents, routes, credit limits): Odoo ERP for wholesale.

Pre-launch checklist

1. Product catalogue: name, reference, unit, packaging, MXIK code, cost.
2. Pricing policy: price groups, volume discounts, promotions, discount rights.
3. Clean customer and vendor records with tax IDs (STIR) and bank details.
4. Vendor prices and lead times.
5. Minimum and maximum stock for key products.
6. Purchase approval rules and thresholds.
7. Invoicing and bill control policies.
8. Integrations: Didox, Asl Belgisi, banks, payment systems.
9. Opening stock, open orders and balances.
10. Roles, access rights and training plans.

How can Deep Vision help?

Deep Vision is an official Odoo Gold Partner in Tashkent; we implement Sales and Purchase together with inventory, accounting and Uzbek integrations.

• 7 certified Odoo specialists; 26 client projects in the Odoo partner directory.
• Standard Sales and Inventory often go live in 6–8 weeks; a full ERP project usually takes 2–6 months.
• Ready-made Odoo modules for Didox e-invoicing and Asl Belgisi marking.
• Our process: diagnostics, pricing and purchasing design, configuration, migration from 1C or Excel, training, post-launch support.
• Clients include Optika.uz (retail and wholesale), Timsoll (7,000+ SKUs in Odoo) and RockBeton (manufacturing).

Usually phase one covers quotations, pricelists, deliveries and invoicing; automatic reordering and tenders follow once the data is clean. More: Odoo implementation. To discuss your processes, fill in a short brief.

Frequently asked questions

Are the Odoo Sales and Purchase apps free?

Yes, both are in the free Community edition. Enterprise adds extras such as three-way matching and document digitisation. Either way, budget for implementation, hosting and support.

Can I use Sales without CRM?

Yes. Quotations, orders and invoices work without CRM. Add CRM when you need to manage leads and a pipeline.

Can I keep prices in dollars and sell in sum?

Yes. Keep base prices in a dollar pricelist and calculate a sum pricelist from it at the current rate. Accounting records amounts in sum.

Is purchasing at minimum stock really automatic?

Yes. With a reordering rule, Odoo creates the RFQ itself; a buyer usually confirms it after agreeing price and lead time with the vendor.

Can Odoo send e-invoices in Uzbekistan?

Yes, via an operator integration. Deep Vision's ready-made Didox module sends invoices, returns their status and imports incoming e-invoices.

How long does it take to implement Sales and Purchase?

Standard Sales and Inventory often go live in 6–8 weeks. With integrations, complex pricing and migration from 1C, expect 2–6 months.

Conclusion

Odoo Sales and Purchase link selling and buying into one chain: the quote comes from the pricelist, the delivery from the order, the invoice from the delivery, and purchasing is triggered by stock levels. Start with a clean catalogue, a clear pricing policy and current vendor prices rather than complex rules.

Discuss with Deep Vision how to streamline your sales and procurement: fill in a brief for a free consultation or call +998 77 093 00 07.