You are on page 1of 18

OpenERP User Manual

(Sales &CRM)

OpenERP Lead Capturing Form:We will go through the steps needed on how to create Leads, and convert them into
Opportunities in OpenERP 7.

Firstly, what is OpenERP?

OpenERP is a web based open source Enterprise Resource Planning software, created with the
goal to homogenize, shape and capture the raw information (or data) of a company by providing
a comprehensive suite of business applications, which include standard functionalities such as
Sales, CRM, Accountancy, Human Resources, and so on.
In the given example below, the database name is Administrator, which contains dozens of
Modules are designed to facilitate the flow of information between all business functions inside
the boundaries of the organization.
Now we Login as user Login as User

Sales > Sales > Lead

To start off, the first step is to click Sales Module, then Leads. You can see a visually driven
view of the Leads screen as displayed below

(1) Now create the NEW Lead by Filling all the all Basic information related
to that particular Lead:2

Click on the Create button then fill up the fields accordingly. Should you not have all the details
to hand initially, or want to add more detail later, this can be done by simply editing the record at
a later stage

Confusing TermsPriority- Sales person can Group his leads by Priority to see which leads are hot, warm or cold.
Categories- In Categories you identify your prospects needs (e.g. Needs Pest control Basic service, Pest
control advanced service, want to purchase product).
Escalate- When you define a tree structure for your sales teams, you can also escalate a lead to another
sales team for further actions.
Schedule/Log Call - OpenERP also allows you to schedule a phone call directly from an lead form
through the related Schedule/Log Call button.


Converting Lead to Opportunity-

Now, after clicking on the Save button, the screen will pop up with the step as shown below
you will note that this gives you direct access to the Lead, and you can simply convert this Lead
directly into an Opportunity, by using the red Convert button;
(Other OpenERP functions use this simple feature, such as Views, (list views, form views,
detail views), Edit, Create, Attachments and many more.)

Converting lead to Opportunity-Once the probability of winning that particular lead is increasing we covert it into
opportunity stage by clicking on (convert opportunity tab)

After clicking on Convert to Opportunity, you will have the option of whether you would like to merge
with other existing Opportunities that you may have with the Customer, or convert it into a separate Lead

Opportunity to Closing of LeadHere, we can see the Create Opportunity button has been clicked. Once this has been done, you will see
the screen that proceeds to the final step

In this final step, you are given the choice to convert your Lead into a Quotation, or to send an email,
mark the Lead as Won, Lost, or move it to another stage in your Sales Process For example, you can verify your Lead by converting it directly to an Opportunity, sidestepping the
Quotation process altogether OpenERP is modeled to accommodate real life scenarios

Where the Customer requires more formalized Sales steps, or if they want to complete the deal
as soon as possible.
(In this instance, let us remind ourselves that an Opportunity means a new potential sales for
which a Quote, or Proposal is going to be provided for negotiation. This can either be a new
potential deal with a Company or Contact, with whom we have not yet completed a transaction
with or they can already be an existing Account, with which we have done business previously)

Create Quotations And Sales Orders in OpenERP

In OpenERP7, Quotations and Orders are handled by the same Object, but in different states.

You can consider an Order to be a Quotation that has evolved, in the same way as a Lead
becomes an Opportunity, because it has been confirmed by the customer; or, conversely, a
Quotation is an Order that hasnt yet been validated or cancelled.
To begin, go to Sales, then Quotation. You should now see the Quotation home screen as

There are different ways of viewing Quotations, such as List View, Form View, Calendar View,
and Graph View.
To create a Quotation, you can click on the Create, or Import button. The example below
shows fields that are already filled after clicking on the Create button:

Then, click on Save you will now see this quotation has been added in your Quotations home
screen from here, you can perform the next step, which is sending this by email.
Sales Quotes allows a prospective buyer to see what costs would be involved for the Services, or
Products offered this can help them in make the final decision on whether to purchase or not.
When considering the information provided on a quote, not only is the price important, it is also
recommended to look at how the information is presented; the idea being to show the quality and
professionalism within your company.

Below Quotations, there is Sales Order (sometimes abbreviated as SO).

This is an order issued between the business and the customer. A Sales Order may be for
Products and /or Services.
The Sales Order home screen is shown below this allows you to create and import in the same
way as we went through earlier with Quotations.

Next, we use the following:

Click on Sales Orders, then Create
Select the customer by choosing them from the drop-down list, or type the beginning of the
Customer Name, should the list be too long:

Using Add Items, add the required Line Items (or Products);
When you are finished, click Save:

In the example below, we added an additional comment in this particular order with this
example, there is a lot of communication between us and the customer, so we are using the
Discussion feature on this step to further clarify a point with the customer -

We enter our comment in the Discussion panel:


Then, simply click on Save;

This comment can then be seen by the customer, and they will be able to notify you of any
further clarifications, or queries for follow-up:

From here, you can perform further processes: Send by Email, Print, Confirm Sales, and so on.

Log and Schedule calls in OpenERP

This section allows users to record incoming calls from customers, as well as schedule calls to be
made to customers. Calls can be converted to opportunities, meetings can be scheduled from
calls, and call backs can be scheduled from incoming calls as well.
The following screenshot displays the interface to log incoming phone calls which can be
converted to opportunities.


1. Create a logged incoming phone call

2. Call summary
3. Person responsible for the call
4. Schedule another outgoing call for this one
5. Schedule a meeting for this call
6. Convert this incoming call to an opportunity

This screenshot displays the interface for scheduled outgoing phone calls

1. Create a scheduled outgoing call to make

2. Summary of call to make
3. Schedule a meeting for this call
4. Convert this call to an opportunity
5. Number to be called
6. Person responsible for the call
7. Status of the call, whether it has been done, or confirmed etc
8. Confirm the call
9. Mark the call as having been held
10. Cancel the scheduled call

The following screenshot displays an opened scheduled call interface

1. Mark call as done, or cancelled respectively

2. Convert call to an opportunity
3. Schedule another call or meeting respectively, for this call

Product Creation in OpenERP Sales Module

Products include the items and services the company sells, and includes all details around them,
costs, quantity etc.

The following screenshot displays the products list interface, along with the create products
button to create new products

1. Create a new product

2. Currently listed products, including a graphic and info about them
The following screenshot displays the interface to create a new product:-

1. Product name
2. Category of product. Categories are just a way of organizing products, and may include
parent - child categories to form a hierarchy
3. Check box marking the product as can be sold

4. Sale price of product

5. Product type, default are consumable and services.
6. Save new product
The following screenshot displays the procurement info for this product.

1. Cost of product procurement

2. Descriptions for procurement to suppliers

The following screenshot displays the sale information for this product

1. Product warranty


The following screenshot displays the accounting information for this product

1. Listed customer taxes for the product

2. Listed supplied taxes for the product

Sales Team Creation

Sales staff can be organized into sales teams. Customers and contacts can be assigned under sales
teams etc. Stages of opportunities can be adjusted per sales teams as well.
The following screenshot displays the sales teams view

1. Create a new sales team

2. Name of current sales teams
3. Team leader can be assigned per sales team


The following screenshot displays the interface for creating a new sales team

1. Details about the new sales team, including name, code etc
2. Team lead and working time info for sales team, among others
3. Add button to add users to the sales team
4. Save button to save new sales team