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Sales management

Sell smarter.
Close faster.

Everything your sales team needs — from quotation to delivery — in one beautifully simple interface built for modern teams.

Instant email quotations
Live stock availability
Customer hold & release
Zone-based delivery routing
nurseries · powered by odoo 19Sales
optimysme.odoo.com/odoo/sales/S00010
OptimySME|SalesOrdersTo InvoiceCustomersForest Nursery
Sales Orders/S00010
QuotationQuotation SentSales Order
S00010
Customer
Andrea Company
1002 Robinsons Road, Christchurch 7878
ZoneLocal
Order DateMar 17, 3:17 PM
Payment Terms15 Days
Customer Hold
Customer RefOrder123
ProductQtyA/BAvailableDeliveredUnit Price
Sophora microphylla (Test) (5.0L)
3.000.0078.000.0017.50
Shipping / Freight1.000.000.000.008.75
Untaxed: $61.25
GST 15%: $9.19
Total: $70.44
D
Demo User · Mar 17, 3:13 PM
Forest Nursery Quotation (Ref S00010)
Your quotation S00010 amounting to $70.44 is ready for review.
Quotation · S00010.pdf
D
$60.38 → $70.44 (Total)
Quotation Sent → Sales Order
01
Email quotation
Auto-sent on confirmation with branded PDF and total amount.
02
Zone
Routes orders to the right warehouse and carrier.
03
Customer hold order
Freezes delivery processing — release when ready to ship.
04
Available stock
Live on-hand quantity so your team never oversells.
eCommerce & website

Sell online.
Grow your brand.

Give your customers a beautiful, intelligent online shopping experience — connected to your inventory in real time.

Public & account-based purchasing
AI-powered recommendations
eLearning & knowledge base
Filter by pot size & price range
nurseries · powered by odoo 19eCommerce
optimysme.com/shop
OptimySME|HomeShopBlogAbout UsCoursesContact usForest Nursery
Pot Size
0.5L2.5L1.0L5.0L10.0L15.0LView More
Price Range
$0.00$20.00
All productsSort By: Featured
🌸
Abelia schumannii
$12.75
🌿
Abelia Snowtime
$9.50
🌲
Abies fargesii
$10.00
🌳
Abies grandis
$8.50
🌱
Abies nordmanniana
$7.50
🌻
Abutilion Yellow
$6.50
🌺
Abelia Edward G.
$15.50
🍁
Abelia Mardi Gras
$20.00
🌾
Sophora microphylla
$0.00
📦
Down Payment
$0.00
01
AI customer engagement
Personalised recommendations and smart search keep customers buying more.
02
Public & account customers
Guest and trade account checkout with tiered pricing built in.
03
eLearning & knowledge
Courses and care guides that build brand trust and repeat visits.
04
Smart filters
Pot size, price and category filters surface the right products instantly.
Product management

Every detail.
One place.

Manage your entire plant catalogue with rich attributes, variants, growing calendars and sourcing rules — all searchable.

Rich plant attributes & searchable fields
Variants — size, colour, grade
Purchase or produce to order
Seasonal growing calendars
nurseries · powered by odoo 19Products
optimysme.odoo.com/odoo/inventory/products/abelia-edward-goucher
OptimySME|WebsiteeCommerceReportingForest Nursery
Products/Abelia Edward Goucher
On Hand
0.00
Variants
5
Forecasted
-2.80
Bill of Mat.
2
Purchased
12.06
Abelia Edward Goucher
Common Name
🌸
GeneralVariantsPricesPurchaseAdditional
Additional Plant Attributes
Cost CategorySmall Plant
Height1.00
Flower ColourPink
Flowering TimeApril
Growth AspectSun
Soil TypeClay
MoistureMoist
HabitatBushy
UseGarden
HardinessHardy
FoliageBushy
Pot size variants
0.5L2.0L5.0L10.0LPurchaseProduce
Growing calendar — propagation months
J
F
M
A
M
J
J
A
S
O
N
D
Spring
Autumn
A
1.00 → 15.50 (Sales Price)
A
Product created
01
Rich plant attributes
Every botanical detail captured and fully searchable across your catalogue.
02
Variants
Pot size, colour and grade — each with own price, stock and barcode.
03
Purchase or produce
Per-variant sourcing rules — buy in or trigger a production run.
04
Growing calendar
Propagation months drive purchasing and production automatically.
Contacts & CRM

Know your
customers.

Every customer interaction — sales orders, POS, eCommerce, calls and meetings — visible in one place.

Complete customer & contact profiles
All interactions in one timeline
POS, eCommerce & sales — unified
Customer-specific pricing
nurseries · powered by odoo 19Contacts
optimysme.odoo.com/odoo/contacts/bunnings-warehouse
OptimySME|ContactsConfigurationForest Nursery
Contacts/Bunnings Warehouse
Opportunities
1
Sales
$3.0k
PoS Orders
$3.0k
Invoiced
$3.0k
Due
$0.00
Meetings
1
BUNNINGS
Bunnings Warehouse
invoice@bunnings.co.nz
Address
660 Great South Road
Ellerslie, Auckland 1051
New Zealand
GST49-098-576
Websitewww.bunnings.co.nz
ZoneLocal
Tagse.g. "B2B", "VIP"...
ContactsSales & PurchaseAccountingNotes
Bunnings Manukau
Auckland, NZ
Bunnings North Shore
Auckland, NZ
+ Add Contact
A
Bunnings Warehouse → Bunnings Warehouse, 660 Great South Road, Ellerslie, Auckland 1051 (Inlined)
A
None → EAN Location Code (Peppol e-address EAS)
A
Contact created
Customer-specific pricing
Set unique pricelists, discounts and payment terms per customer under the Sales & Purchase tab.
01
Customer profiles
Full records — address, GST, zone, tags and sub-contacts for each branch.
02
All interactions
Sales, POS, eCommerce and meetings visible in one timeline.
03
Calls & meetings
Log calls and schedule follow-up activities on the record.
04
Customer pricing
Unique pricelists per customer, applied automatically at checkout.
Production & manufacturing

Grow with
precision.

Model your entire nursery production environment with work centres, BoM templates and multi-year growing schedules that plan themselves.

BoM templates by plant size
Work centres — Propagation, Tunnel, GOL
Plan up to 6 years growing time
Glasshouse capacity management
nurseries · powered by odoo 19Manufacturing
optimysme.odoo.com/odoo/manufacturing/workcenter-overview
OptimySME|ManufacturingOverviewOperationsProductionPlanningProductsForest Nursery
Work Centres Overview
Propagation House
To Launch1
Late1
22–28 MarThis Week5–11 Apr12–18
Hardening Off Area
Capacity62%
22–28 MarThis Week5–11 Apr12–18
Tunnel
Capacity41%
22–28 MarThis Week5–11 Apr12–18
GOL — Glasshouse
Capacity88%
22–28 MarThis Week5–11 Apr12–18
Bill of Materials — size templates
Small Plant 0.5L
Potting mixCutting
8 wks
Medium 2.0L
Potting mixLabour
6 mths
Advanced 10.0L
Bark mixLabour
2–6 yrs
Multi-year growing schedule
Sophora microphylla 5.0L3 yrs
Abelia Edward Goucher 10.0L5 yrs
Abies grandis 15.0L6 yrs
Yr 1Yr 2Yr 3Yr 4Yr 5Yr 6
01
BoM templates
One template per pot size — change once, update all production orders.
02
Work centres
Propagation, hardening, tunnel and glasshouse each tracked separately.
03
Up to 6 years growing
Long-cycle crops planned ahead, driving purchasing and labour automatically.
04
Capacity management
Live utilisation bars so you never over-commit glasshouse space.
Point of sale

Sell anywhere.
Seamlessly.

Whether your customer walks in, clicks online or picks up at the gate — one unified system handles it all, including a café.

In-store, online, delivery & click & collect
Promotions across all channels
Gift cards & loyalty schemes
Café & multi-category support
nurseries · powered by odoo 19Point of Sale
optimysme.odoo.com/pos/ui — Register 2001
Register
Orders
2001
Sophora microphylla (Test)
$5.75 / Units
$11.50
Qty:2
Loyalty points earned
+23 pts · Balance: 148 pts
Gift card accepted
GC-2024-0042 · $25.00 balance
Taxes$1.50
Total$11.50
1
2
3
Qty
4
5
6
%
7
8
9
Price
Native (POS)
Exotic
Shrubs
Trees
Café
🌸
Abelia schumannii
$12.75
2
🌺
Abelia Edward G.
$15.50
🌲
Abies fargesii
$10.00
🌻
Abutilion Yellow
$6.50
🌳
Abies grandis
$8.50
Active promotions
Spring Special — 15% off natives
All channels · Valid to 30 Apr
15%
Buy 3 get 1 free — shrubs
POS + eCommerce · No expiry
3+1
Fulfilment channels
In-store
Scan & pay at register
Click & collect / delivery
Online order, fulfilled in-store
Café & refreshments
Separate category, same register
01
Buy anywhere
In-store, online delivery or click & collect — all channels from one register.
02
Cross-channel promotions
Create once and apply automatically across POS, eCommerce and sales orders.
03
Loyalty & gift cards
Points and gift card balances follow customers across every channel.
04
Café support
A café or kiosk runs as its own category with unified reporting.
Accounting & finance

Your numbers.
Always clear.

Fully integrated accounting that flows automatically from every sale, purchase and production order — connected to your bank and inbox.

Fully integrated — no double entry
Bank feeds & auto-reconciliation
Email invoicing — inbound & outbound
Live financial dashboards
nurseries · powered by odoo 19Accounting
optimysme.odoo.com/odoo/accounting
OptimySME|AccountingCustomersVendorsBankReportingForest Nursery
Accounting DashboardApr – Jun 2025
Revenue
$84,320
+12.4% vs last quarter
Outstanding
$12,440
3 invoices overdue
Cash position
$38,915
Last sync: today 9:14 AM
Bills due
$6,280
Next 7 days
Revenue vs expensesMonthly 2025
Jan
Feb
Mar
Apr
May
Jun
Revenue
Expenses
Forecast
Bank feedLive sync
Bunnings Warehouse
02 Apr · Payment received
+$3,200Matched
NZ Bark Supplies Ltd
01 Apr · Bill payment
-$840Matched
Unknown credit
31 Mar · ANZ Business
+$515Review
Email invoicing
OutboundInbound
INV/2025/0041 → Mitre 10
Sent 02 Apr · $4,125.00 · Due 17 Apr
Sent
BILL received ← NZ Pots Co.
01 Apr · $1,840.00 · Auto-posted
Posted
01
Fully integrated
Sales, purchases and POS post to accounts automatically — no manual journals.
02
Bank integration
Live feeds from your bank with automatic reconciliation against invoices.
03
Email invoicing
Send and receive invoices by email — inbound bills auto-post.
04
Live dashboards
Revenue, cash position and overdue invoices all on one screen.
Email marketing

Reach the
right people.

Beautiful campaigns with drag-and-drop templates, smart lists from live transaction data, and automated follow-up sequences that respond to each customer.

Drag-and-drop email builder
Smart lists from any transaction
Open, click & delivery tracking
Automated follow-up workflows
nurseries · powered by odoo 19Marketing
optimysme.odoo.com/odoo/mass-mailing/new
OptimySME|Email MarketingMailingsMailing ListsCampaignsReportingForest Nursery
DraftIn QueueSendingSent
SubjectSpring Sale — 15% off all natives this weekendNewsletter (9)VIP Customers (24)
Mail body preview
FREE SHIPPINGEXCLUSIVE DEALS
V.I.P
only
$100 OFF
VIP members only
Here's your coupon code*:
VIP10
*Offer ends 05/03/2026
Redeem Now
Thank you for being one of our most loyal customers.
Join Us
Unsubscribe
BlocksStyleDesign
Layout
Headers
Text
Images
Button
Video
CTA Badge
Spring sale — campaign tracking
1,248
Sent
68%
Delivered
42%
Opened
18%
Clicked
Delivered
850
Opened
524
Clicked
225
Automated follow-up workflow
Day 0
Send email
Opened
Day 3
Send offer
Not opened
Day 7
Reminder
Clicked
Day 14
Tag as lead
Smart list builder — target by transaction
Bought natives in last 90 days Order value > $100 Has loyalty points Trade account customer No purchase in 6 months
01
Drag-and-drop builder
Build beautiful branded emails from templates using content blocks.
02
Smart lists
Target customers by purchase history, loyalty status or any system field.
03
Delivery tracking
Real-time stats on sent, delivered, opened, clicked and bounced.
04
Follow-up automation
Branch workflows on opens and clicks — automatic reminders and lead tagging.
Inventory & operations

Pick, pack
and ship.

From multi-site stock management to paperless picking and nursery-specific labels — built around how a nursery actually works, not how a warehouse does.

Multi-warehouse stock by location
Wave, batch or order picking
Paperless barcode scanning
Nursery-specific label formats
nurseries · powered by odoo 19Operations
optimysme.odoo.com/odoo/inventory/delivery-orders
OptimySME|InventoryOverviewOperationsProductsReportingForest Nursery
Inventory Overview/My Company: Delivery OrdersDeliveries ×Search...
ReferenceDestinationContactSource PartnerScheduledSource Doc.StatusOperation Type
WH/OUT/00004CustomersJane Doe NurseriesJane Doe NurseriesMar 5, 3:18 PMS00002ReadyMy Co: Deliveries
WH/OUT/00003CustomersBunnings WarehouseMar 5, 2:34 PMDraftMy Co: Deliveries
WH/OUT/00002CustomersBunnings Wh, ManukauBunnings WarehouseMar 5, 11:20 AMS00001ReadyMy Co: Deliveries
Picking method
Batch pickingActive
Wave pickingAvailable
Order pickingAvailable
Paperless barcode scanning
WH/OUT/00004Ready
Scan to validate · No paper needed
Scan product barcode to pick
Scan location barcode to confirm
Mobile & tablet ready
Nursery label formats
Sophora microphylla 5.0L
Sun · Moist · Hardy · Height: 3m
Plant tag · OptimySME Nurseries
WH/OUT/00004
Jane Doe Nurseries · Auckland
Ready to ship
Delivery label · S00002
Abelia Edward Goucher 2.0L
Pot label · $15.50
POT
Multi-warehouse & location stock view
Main Warehouse
Propagation1,240
Dispatch bay380
Tunnel / GOL
Tunnel 1620
Glasshouse415
Retail site
Display beds184
Stockroom96
Quarantine
Hold bay32
Inspection8
01
Multi-warehouse
Stock tracked across propagation, tunnels, glasshouses, retail and quarantine.
02
Flexible picking
Wave, batch or order picking — switch to match your team's daily workflow.
03
Barcode scanning
Fully paperless picking and validation on any mobile or tablet.
04
Nursery labels
Plant tags, pot labels and delivery labels with nursery-specific formats.