How to Setup Sales Warning in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorial| Odoo 18
3Sales Warnings in Odoo 18: A Comprehensive Guide
Sales warnings in Odoo 18 are a valuable tool to proactively alert users about potential issues or important information related to sales orders. These warnings can be set for specific products, customers, or even entire sales orders. They can be configured to display as simple warnings or as blocking messages that prevent the order from being confirmed until the issue is addressed.
How to Set Up Sales Warnings
There are two primary ways to set up sales warnings in Odoo 18:
1. Product-Level Warnings:
Navigate to the product's record.
Go to the "Sales" tab.
In the "Warning When Selling This Product" section, select the desired warning type:
No Message: No warning will be displayed.
Warning: A non-blocking warning message will be shown.
Blocking Message: A blocking message will prevent the order from being confirmed.
Enter the specific warning message in the provided field.
2. Order-Level Warnings:
Open the sales order if you want to add a warning.
Go to the "Internal Notes" tab.
In the "Warning of the Sales Order" section, select the desired warning type:
No Message: No warning will be displayed.
Warning: A non-blocking warning message will be shown.
Blocking Message: A blocking message will prevent the order from being confirmed.
Enter the specific warning message in the provided field.
Key Benefits of Sales Warnings
Improved Decision-Making: Sales warnings provide essential information to help users make informed decisions.
Enhanced Efficiency: By proactively addressing potential issues, sales warnings can streamline the order processing workflow.
Risk Mitigation: Blocking messages can prevent errors and ensure compliance with business rules.
Customer Satisfaction: Timely warnings can help avoid delays and ensure a positive customer experience.
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