• DRAFTING
  • APPROVAL
  • CONFIRMATION
  • SYNC

How to create and confirm sales orders with your AI

Connect your AI to Odoo to turn chat conversations into formal documents. You handle the approval, and your agent handles the data entry.

Ask AI about this page

Short answer

How can I make sales orders using my AI?

Your AI drafts quotations in Odoo based on your chat details and converts them to confirmed orders when you say so. You get a direct line from a conversation to a formal record in your ERP.

The results.

Where your sales land.

This is what happens once you start talking to your agent.

DRAFTING

New quotations created

The AI uses your chat details to build a draft quotation in Odoo. You don't have to manually type product lines or customer info.

APPROVAL

Human review required

The AI won't finalize anything without your word. You check the draft in Odoo or via chat before it becomes an official order.

CONFIRMATION

Orders turned into sales

Once you approve a quotation, the AI converts it into a confirmed sales order. This updates your Odoo records instantly.

SYNC

Live ERP updates

Your sales data stays current in Odoo. The AI ensures the transition from a quote to a sale is captured in the system.

The workflow

What your AI does when a sale starts.

The AI handles the repetitive data entry so you can focus on the customer.

  1. Draft the quote

    The AI takes your specific product and customer details from the chat and builds a new quotation in Odoo.

    odoo_create_quotation

  2. Review the details

    You look over the drafted quotation to ensure prices and quantities are correct.

    odoo_create_quotation

  3. Confirm the sale

    When you are satisfied, you tell the AI to finalize the transaction.

    odoo_confirm_order

  4. Finalize records

    The AI pushes the confirmation to Odoo, turning the quotation into a formal sales order.

    odoo_confirm_order

Try it

Copy these to start.

Use these prompts to kick off the process.

Starting points

Replace the bracketed info with your actual customer names, products, and quantities.

Odoo Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ychzkcUKad1fdXDbdw2TPgPJPNccaZopsD0QjaKc/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Odoo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "odoo-sales-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ychzkcUKad1fdXDbdw2TPgPJPNccaZopsD0QjaKc/mcp"
    }
  }
}
Copy into chat04

  • Create a new quotation in Odoo for Acme Corp for 5 units of Widget A.

  • Draft a quote in Odoo for customer John Doe including 2 units of Gadget B.

  • Can you confirm the quotation I just created for Globex?

  • Make a quotation for Sarah Smith for 10 units of the Pro Kit.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Odoo Sales once, then ask.

Just link your account once. Your credentials stay encrypted and secure, and you can immediately start managing sales through your preferred AI client.

Connect Odoo Sales to your AI

FAQ

How this task behaves.

  • 01

    Can the AI confirm an order without me?

    No. The AI only creates quotations or confirms them based on your direct instruction.

  • 02

    Will the AI delete existing sales orders?

    No. The tools only allow for creating quotations and confirming orders.

  • 03

    Does the AI handle shipping or invoicing?

    No. This connector is strictly for creating and confirming sales orders.

  • 04

    Can I edit a quote after the AI drafts it?

    Yes. You can edit any quotation directly in Odoo before telling the AI to confirm it.

  • 05

    Do I need to stay in the chat to finish the sale?

    No. Once the AI drafts the quote, you can go into Odoo to review it and come back to the chat later to confirm it.

  • More questions about Odoo Sales? The Connector page answers them. See everything the Odoo Sales Connector can do

Connect Odoo to Claude, Cursor, ChatGPT & more