Sync accounting, inventory, and warehouse management
Odoo Integration For Sales Reps
Odoo has earned a reputation as an ERP built for distributors looking to both streamline, as well as optimize, the processes leading to a completed sales order.
With the expansive selection of solution based apps Odoo offers, it’s the ideal integration option for an ‘all-in-one’ field sales app such as inSitu Sales. This combination allows full control of operations in the field, fulfilling orders, invoicing, and managing inventory flow.
Sync erp data in real time in the field
Instantly Sync Odoo Data Onto Your Sales App
inSitu Sales is designed to deliver data to, and from our software in ways that make the most sense for your team. Sales reps can access all of the data needed to handle orders, and provide updates on final deliverables without compromising data on the ERP.
Customers
Sales interactions between customers and your reps are constantly updating to reflect activity. Store history to empower informed decision making strategies.
Invoicing
Use data from Odoo to create branded invoices that can be printed or emailed as a PDF. Invoices are tracked and recorded on Odoo as well.
Products / Inventory
With real-time updates, your reps will always show exactly what products are available, and how they should be presented. Complete orders while gauging total inventory stock and coordinate with warehouses to maintain supply.
Field Reps
Managers can create multiple segmented lists to assign to field reps and diversify operations including unique products, prices, customers, etc.
Integrate Your B2B eCommerce With Odoo
Sync information from Odoo to create a unique and fully customizable B2B eCommerce portal designed for fast and easy transactions through integrated payment gateways.
Interactive & Dynamic Digital Product Catalog
Manage a digital product catalog that changes to fit your customers as needed. Assign different versions of your catalog to customers to gain an edge on market sales trends and industry niches with specific needs, or better match product focuses to geographic purchasing interests.
Segment Discounts, Pricing, & Products
Use Price List rules to offer unique purchase incentives only visible to customers selected. Set up automation to offer discount promos to reward a customer when sales reach a set threshold, or create distinct customer tiers with set discounts.
Take Digital Payments Or Sell With Credit
Integrated payment gateways allow secure and convenient transactions with Stripe and Authorize.net. Users can also allow customers to shop on credit for future invoicing.
Build A Whitelabel App For Customers
Allow customers to download your B2B eCommerce portal directly as a custom app from the Google Play Store, or the App Store. Enable SMS Notifications and barcode scanning to drive recurring sales.
FAQ
Why integrate Odoo with field sales software?
Integrating Odoo with field sales software helps businesses eliminate manual data entry, improve inventory visibility, speed up order processing, and give sales reps access to real-time customer and product information while working in the field.
Why use inSitu Sales instead of native Odoo mobile tools?
inSitu Sales provides specialized functionality for route sales, DSD operations, mobile invoicing, GPS tracking, truck inventory, and offline order taking that many wholesale distributors require in the field.
Is the Odoo integration good for wholesale distributors?
Yes. Our software is built for wholesale distributors to use the integration to improve mobile sales, route management, inventory visibility, invoicing, and order processing while keeping data synchronized with Odoo ERP.
Can sales reps create orders from a mobile device using Odoo?
The inSitu Sales Odoo integration connects field sales, route sales, inventory, invoicing, and customer data directly with Odoo ERP.
It allows distributors and sales teams to synchronize operational data in real time between the field and the back office.
Can delivery drivers create invoices from the route?
Yes. Drivers and route sales representatives can generate invoices directly from the mobile app during deliveries or customer visits.
Does inSitu Sales sync Odoo inventory in real time?
Yes. The integration supports real-time or scheduled synchronization of inventory data, helping field reps access accurate product availability while creating orders.
Can Odoo be used for route sales and DSD operations?
Yes. Odoo can support route sales and direct store delivery (DSD) operations when integrated with mobile route accounting and field sales software like inSitu Sales.
This enables mobile invoicing, route management, inventory tracking, and delivery execution in the field.
Does the Odoo integration support B2B ecommerce?
Yes. Businesses can synchronize products, pricing, customers, and orders between Odoo and B2B ecommerce platforms connected through inSitu Sales.