CommerceCore™ Sales Module:Introducing the How-to Basics-Part 1

For sales teams, friction is the ultimate foe. 

Stitching together individual point solutions and managing their complexities? 

It slows you down and stalls your growth. 

Likewise, complex approval processes and manual data entry only create more work and stifle productivity. 

Nowadays, sales require the right digital tools to capture qualified leads and convert them into paying customers. Efficiency and timing are also paramount. You are competing against other talented sales professionals, so the more leads you can attract, the more chances you have of making sales.

A full-featured sales software tool will help you manage relevant information in one place. It will allow you to quickly identify potentials and mitigate possible pitfalls using top sales analytics platforms. 

Modern sales applications automate repetitive tasks. This will allow you to focus on the most critical parts of your sales. The right sales tool will help you close more deals and maximize your revenue potential.

CommerceCore™'s sales module is designed to help ecommerce businesses manage their sales processes more effectively. It provides a range of tools that make it easy to track orders, and keep on top of customer interactions. 

What's more, the CommerceCore™ sales module integrates seamlessly with other modules in the CommerceCore™suite, allowing businesses to manage all aspects of their operations from a single platform.

So if you're looking for a powerful yet easy-to-use ecommerce sales solution, then keep reading!

CommerceCore™Sales Module 

The sales process is counted as one of the core processes in business and featuring a specialized module for managing all sales activities within a single platform, CommerceCore™ ensures the smooth functioning of the sales inside a company or organization. 

The module encompasses numerous possibilities to effectively organize the quotations and sales order and shows versatility in performance in order to work in accordance with customer's sales process. 

From creating sales orders, invoices, shipments, to payments, the sales management capabilities of CommerceCore™ are distributed across a few modules which include Sales, Inventory, Accounting, and Purchase. 

The Sales module in Odoo works integrated with the major functions of CommerceCore™ CRM. The quotations we have created from the leads and opportunities in the CRM module can be integrated into the Sales module to convert them to sales orders and take further actions.

Let’s take a look at the major attractive features of the CommerceCore™ Sales module.

The features of CommerceCore sales module

Advanced modern user interface

One of the best things about CommerceCore™ is its user interface. It's designed to be user-friendly and easy to navigate, so you can find the information you need quickly and easily. 

The Sales module is no exception - it has a modern user interface that makes it easy to find the data you need and perform advanced sales operations. 

The options for different sales operations are designed in a way that makes it easy for salespeople or authorities to get access to data within the respective platforms. The dashboards of each window will display maximum details about the sales activities. This will help the salesperson to have a clear overview of all the sales activities and take necessary actions accordingly.

Mobile interface

The mobile interface for the Sales module enables the user to get access to the data regarding sales and sales operations anytime and anywhere. 

With this mobile interface, the user can track the sales data, creation of new sale orders, quotations, and invoices. In addition, they can also get notified about the latest changes in the sales pipeline or about any critical sales activities. 

The mobile interface makes it possible for the user to take action on their sales data from any location and at any time. This provides them with a great advantage in terms of flexibility and convenience. 

Minimize data entry

One of the great things about CommerceCore™ is that it minimizes data entry. 

For example, in the Sales module you can directly create sales orders from a qualified opportunity and quotation. This means you don't have to enter the data again and again - you can just convert it into sales orders and invoices from the same window. 

This can save you a lot of time and effort, especially if you're managing a large sales pipeline. 

Plus, by integrating with CommerceCore™ CRM, you can keep track of your sales progress and make sure that everything is running smoothly.

By taking advantage of this feature, you can save a significant amount of time and improve the accuracy of your data.

Generating sales alerts

The data entry process is important for any ecommerce business. It's the first step in ensuring that your products and customers are accurately represented in your sales data. 

But data entry can be time-consuming and susceptible to errors. That's where CommerceCore™ Sales Alerts comes in. 

With CommerceCore™ Sales Alerts, you can automatically generate sales warnings for a particular product or customer and follow key quotations and orders in just a click and get alerts based on relevant activities.

Quotation building system

The Sales quotation module CommerceCore™ provides makes it easier than ever to put together a well-defined quotation for potential customers. 

You have the ability to create a quotation with a predefined product list and pricelist, meaning that you can generate high-quality quotations quickly and easily. CommerceCore™ allows you to design customized quotation templates for your sales operations, meaning that you can save time and effort in the future by having a professional template to work from. 

The sales module also enables you to send Pro-forma invoices to customers, which provides them with an indication of the cost of the product or service before they commit to purchase. 

Upselling/Cross selling

With the Upselling feature in the Sales module, ecommerce businesses can increase their profit margins by giving extra options, proposing additional products, offering discounts, and more. This feature can be used to improve sales by providing customers with attractive alternatives that they may be interested in. 

By using the upselling feature, ecommerce businesses can make more profit per sale and encourage customer loyalty. 

Sales Order & Contract Management

The CommerceCore™ sales management module helps businesses keep track of sales orders, convert quotations to sales orders, manage invoicing, and payments, and more. The platform also features eSign options so that customers can sign sales contracts online. 

Predefined products and pricelist

CommerceCore™ makes it easy to configure products for sale and manage price lists. 

You can create product variants and configure different attributes of the product, such as color, size, material, etc. 

CommerceCore™ also allows you to set discounts on quotation items. You can add price lists for each product separately and allow coupons for price lists based on the customer's interest. 

This makes it easy to manage sales and keep track of customer preferences.

Customer portal

Customer portals are a customer-facing extension of your business that provides an easy way for customers to access their data and perform customer service tasks. Portals are self-service customer facing applications that allow customer users to login and view their customer data, as well as perform customer service tasks such as viewing order status, submitting support tickets, or paying invoices. 

The CommerceCore™ customer portal gives your customers 24/7 access to information about their account, orders, and support requests. They can also subscription management if you have a subscription product.  

In addition to the customer data, you will need to setup customer service tasks such as order status, support ticketing, and invoice payments. 

Once the customer portal is setup, you can promote it to your customers through email marketing or by placing a link on your website. If you want to provide an even better customer experience, CommerceCore™ allows you to add live chat or a FAQ section to your customer portal.

On-boarding email templates

CommerceCore™ sales On-Boarding Emails provide relevant information to buyers such as instructions, service reminders, etc. 

By creating email templates for specific products, CommerceCore™ sales can help you improve customer satisfaction and reduce buyers' remorse. CommerceCore™ sales can also help you keep track of customers' purchases and follow up with them after the sale. 

By providing timely and relevant information, CommerceCore™ sales On-Boarding Emails can help you build strong relationships with your customers.

Shipping costs

CommerceCore™ Sales is a powerful tool that can help you manage your shipping costs effectively. 

By taking into account multiple variables such as weight, volume, quantity, margin, and delivery address, CommerceCore™ Sales can provide you with accurate shipping cost estimates. This way, you can ensure that your products are shipped at the most cost-effective rates possible. 

CommerceCore™ Sales offers a number of features that can further help you save on shipping costs. For example, CommerceCore™ Sales allows you to create shipments in bulk, which can often lead to lower shipping rates. 

Additionally, CommerceCore™ Sales provides support for a wide range of carriers, so you can be sure to find the most competitive rates. With CommerceCore™ Sales, managing your shipping costs has never been easier.

Third -party shippers

CommerceCore™ Sales is a powerful tool that helps businesses streamline their shipping process. With CommerceCore™ Sales, businesses can automatically compute shipping costs, print shipping labels and track their shipments. 

CommerceCore™ Sales integrates with major shipping carriers such as UPS, DHL, FedEx, USPS, Bpost and Easypost, making it easy for businesses to get the best rates and service for their shipping needs. 

In addition, CommerceCore™ Sales offers a wide range of features and customization options to help businesses optimize their shipping process. 

Trackable KPIs

CommerceCore™ sales allow you to keep track of your KPIs in one easily monitored dashboard. This is important because it allows you to see at a glance how your company is performing in regards to total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc. 

Having this information readily available makes it easy to spot any potential problems and make changes as necessary to keep your business on track. 

CommerceCore™ sales also provides valuable insights that can help you improve your overall sales strategy. 

Order and invoicing analysis

Too often, businesses don't take the time to track and analyze their sales data. As a result, they miss out on opportunities to improve their performance. 

CommerceCore™ Sales analysis is a powerful tool that can help businesses to identify trends and optimize their sales strategy. By analyzing orders and invoices, businesses can gain insights into which products are selling well, which salespeople are performing the best, and which countries or regions are the most lucrative. 

Armed with this information, businesses can make more informed decisions about where to focus their efforts. 

With CommerceCore™ Sales analysis, businesses can take control of their sales data and use it to improve their bottom line.


By integrating CommerceCore™ CRM with your sales pipeline, you can effectively manage your sales and automate the creation of leads. The Accounting module in CommerceCore™ will generate invoices automatically based on sales orders and contracts. 

You will get exact details about product availability from the quotation itself by integrating with the Inventory module. 

The eCommerce feature in CommerceCore™ will enable you to execute a fully integrated online store to sell your products. 

By leveraging the power of integrations, you can streamline your sales and accounting processes, get better visibility into inventory levels, and sell your products online.


So if you're looking for a CommerceCore partner that can help you configure and use the sales module to its fullest potential, or if you have any other questions about CommerceCore™ in general, don't hesitate to contact us. Our consultants are more than happy to answer all your questions and help you get started on using this powerful software for your business' success. Thanks for reading!

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CommerceCore™ Sales Module:Introducing the How-to Basics-Part 1
Nikola R. 28 July, 2022
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