In this chapter we started by creating an OpenERP database. We then installed the Sales Management module and created our first customer. With our customer created, we turned our attention to setting up a product in OpenERP and entering our basic company information. Next, we created a quotation and followed the workflow all the way through to confirming the sales order and generating an invoice.
In the next chapter, we will look at the Customer Relationship Management (CRM) module and how we can utilize the communication features in OpenERP. There is also a good place to define our sales staff hierarchy. We will learn to create an opportunity, schedule calls, log interactions, and turn our opportunity into a sales quotation. Converting leads into customers will also be covered. Before we tackle all of that, let's look at our sales strategy and what we want to achieve via the CRM software.