One call, one screen, cash collected. Not five apps.
A single call-center console that carries a phone order from caller identification through order lines, fulfillment, invoicing, and payment collection — with a support ticket or pipeline opportunity logged in the same screen, no app-switching while the customer is still on the line.
The problem
When a customer calls to place an order, the agent must jump between Sales, Inventory, Invoicing, and CRM to identify the caller, quote and confirm an order, arrange delivery, collect payment, and log a ticket — all while the customer waits on the line. That app-switching slows every call, invites transcription errors, and leaves orders stalled between “quoted” and “delivered and paid.”
The solution
A single guided call console walks the agent from caller identification through order lines, delivery details, confirmation, fulfillment, invoicing, and collection — with one click to raise a service ticket or log a pipeline opportunity. Call center teams, collection tracking, and outcome-linked reporting are built in, so a manager can see exactly which calls turned into revenue.
Everything a phone order needs, in one screen
Every capability below is implemented in the module.
Single-screen call console
A guided form with a statusbar and header buttons walks the agent through every call — start, build the order, confirm, fulfill, invoice, collect — without leaving the record.
Caller context on connect
Every call carries the caller and customer record, giving the agent immediate context instead of a blank screen at the start of the conversation.
Order creation from the call
Capture order lines, delivery type, delivery address, and commitment date directly on the call, then create and confirm the linked sales order with one click.
Stock picking and fulfillment
Confirming the order creates the linked delivery through sale/stock, so the call hands straight to the warehouse instead of stalling after it ends.
Invoicing from the call
Generate the customer invoice from the order the call created, so billing is a button on the console instead of a separate manual step in Invoicing.
Full and partial collection tracking
Create a collection record straight from the call to track amount due, amount collected, residual balance, and payment state — cash on delivery or installments, made explicit instead of buried.
Service ticketing from a call
Raise a service ticket in the same screen when a call turns into a complaint or support request, so sales and support share one entry point instead of two systems.
Pipeline opportunity logging
Log a CRM opportunity directly from the call when the conversation surfaces upsell or future-sale potential, keeping the pipeline current without a second data-entry pass.
Teams and outcome-linked reporting
Organize agents into call center teams with a lead and member list, and track call counts and open tickets per team, with call analysis that ties volume to orders and collections, not just call counts.
How it works
Start the call
Open a new call record, identify the caller, and see their existing customer context in one place.
Build and confirm the order
Add order lines, set delivery details, and confirm — the linked sales order and delivery are created automatically.
Invoice and collect
Generate the invoice and open a collection record to track full or partial payment against what is due.
Close the loop
Raise a service ticket or log a pipeline opportunity if needed, then mark the call done — its outcome rolls into team reporting.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. The call console works on top of your existing Sales (sale_management, sale_stock) and Invoicing (account) setup. It creates real sales orders, deliveries, and invoices through those apps — it just gives the agent one screen to drive the whole flow instead of switching between them.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Call Center Operations
A single-screen call console that identifies the caller, creates and fulfills the order, invoices and collects payment, and logs a ticket or opportunity — with team and outcome reporting.
Buy on Odoo App Store