Key Takeaways

✓Customization #1: PDF Quote Builder—add custom headers, footers, dynamic text (No-Code)

✓Customization #2: Discount approval workflows—block quotes until manager approves (Studio)

✓Customization #3: Custom data fields—track competitor quotes, delivery methods (No-Code)

✓Customization #4: Dynamic pricelists—cost + margin auto-updates when supplier prices change

✓Most customizations require no developer—just Odoo Studio drag-and-drop

Quick Answer: Why Default Isn't Enough

Odoo Sales is robust out of the box—create quotes, confirm orders, invoice in three clicks. But your business isn't "out of the box." You have specific workflows: managers need to approve large discounts, sales reps need specific product data, customers need quotes that don't look generic. In Odoo 18, powerful no-code tools like Odoo Studio let you mold the system to your needs.

4 Most Impactful Sales Customizations

Customizing the Quotation Template (PDF)

The First Impression Matters

The default Odoo quote is clean but boring. You want to add Terms & Conditions, product spec sheets, or a "Sign Here" block.

✓ The Fix (No-Code)

1. Enable PDF Quote Builder

Go to Sales → Configuration → Settings → Check "PDF Quote Builder"

2. Edit the Layout

Go to Sales → Configuration → Quotation Templates

3. Add Headers/Footers

Upload custom PDF header (marketing cover page) and footer (warranty info) that wraps around the price table

4. Dynamic Text

Use the / command in quote description to pull dynamic data (e.g., customer's name)

Creating Custom Approval Workflows

Stop Unapproved Discounts

Problem: If a sales rep gives a 15% discount on an order over ₹5 lakh, your manager must approve it. Odoo's default allows anyone to confirm a quote.

The Fix (Requires Studio)

1. Add Custom Field

Open Odoo Studio on Sales Order form. Add Boolean field: "Needs Approval"

2. Add Automated Action

Trigger: When discount on order line is ≥ 15%

3. Action

• Set status back to "Quotation"
• Set "Needs Approval" field to True
• Send email notification to Sales Manager group

Result: Sales rep cannot proceed until manager manually clears the flag.

Adding Critical Data Fields

Your Process Needs Specific Data

Your sales team needs to track information Odoo doesn't include by default, such as "Competitor Quoted" or "Delivery Method."

✓ The Fix (No-Code in Studio)

1. Open Odoo Studio on Sales Order form

2. Drag and Drop a new field (e.g., Selection field)

3. Example: Create "Delivery Method" with options:

Courier In-House Truck Customer Pickup

Advantage: Data captured correctly every time, and you can report on it later.

Setting Up Dynamic Pricelists

Stop Manually Calculating Customer Discounts

You have a special agreement with wholesale customers: they always get cost + 20%. If the cost changes, you don't want to manually update thousands of product prices.

✓ The Fix

1. Create Pricelist

Go to Sales → Configuration → Pricelists

2. Create "Wholesale" Pricelist

• Rule: Formula based on Cost
• Formula: Cost + 20% Margin

3. Assign to Customer

Set this pricelist on Customer Form. Next order shows their price, not public price.

Result: If supplier increases cost, your sales price updates automatically.

Stuck on a customization?

Tell us what you need; we build it.

Frequently Asked Questions

Can I hide the "Cost" field from my sales reps?

Yes. You can use Record Rules or Field Security in Odoo Studio. Simply click on the "Cost" field and limit visibility to the "Sales Manager" group only.

How do I add a digital signature to quotes?

Enable "Online Signature" in Sales Settings. When you email the quote, the customer gets a link to a portal where they can draw their signature on their phone. This automatically changes the order status from "Sent" to "Sales Order."

Can I make fields mandatory?

Yes. In Odoo Studio, click on any field (e.g., "Expected Date") and check the "Required" box. The system will prevent saving the order until this field is filled.

Do I need a developer for these customizations?

For most, no. Customizations #1 (PDF templates), #3 (custom fields), and #4 (pricelists) are completely no-code. Customization #2 (approval workflows) uses Odoo Studio's automated actions—also no Python required. Only complex logic needs a developer.

Conclusion: Your Sales, Your Rules

Customizing Odoo isn't just about making it look pretty; it's about enforcing your business rules. By adding approval workflows and custom data fields, you turn the software into a guardrail that keeps your team profitable and organized.

Don't Break Your Database with Bad Code

Let our certified developers build the workflow you need—properly.

Tell us what you need; we build it.

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