How to Use Odoo to automate B2B Sales with a Webshop?

Are you looking for a way to simplify your B2B sales process and give your business customers more autonomy? Odoo’s B2B webshop functionality offers a seamless way to manage and automate B2B transactions, saving time for both your team and your clients.

What Is an Odoo B2B Webshop?

Odoo’s B2B webshop is a powerful eCommerce tool that allows your business clients to log in, view custom pricing, and place orders directly. Unlike a regular webshop, this portal is exclusive to registered and approved business customers.

Step-by-Step: How It Works

  1. Account Request
    New visitors to your B2B webshop can’t see your product catalog or prices until they submit a B2B account request form. This keeps your pricing confidential and your audience targeted.
  2. Lead Management in CRM
    Once the form is submitted, a lead is created automatically in Odoo CRM. From here, your sales team can assess the request and decide whether to convert it into an opportunity.
  3. Qualify the Lead
    If the lead is promising, convert it into an opportunity and create a new customer profile. Assign a price list tailored to B2B customers.
  4. Grant Portal Access
    By enabling portal access, the customer can now log in, see their pricing, and place orders independently. This reduces manual communication and speeds up order processing.
  5. Customer Experience
    After logging in, customers can:
    • Browse the webshop
    • Place orders with B2B pricing
    • View their sales orders, invoices, and delivery status
    • Communicate directly within the portal
  6. Back-End Automation
    Each order triggers automated workflows: sales order creation, invoicing, and delivery tracking. Everything is handled through Odoo, making your sales pipeline more efficient.

Why Use Odoo for B2B Sales?

  • Customized pricing for each client
  • Self-service ordering
  • Seamless CRM & eCommerce integration
  • Reduced manual workload
  • Improved customer satisfaction and retention

Final Thoughts

By setting up a B2B webshop in Odoo, you empower your clients while optimizing your internal sales processes. It’s a scalable, professional, and user-friendly solution for any company serious about growing its B2B operations.

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