How Sales Warnings Work in Odoo 18 Enterprise

Introduction : 

Odoo 18 Enterprise provides a powerful Sales Warning feature that helps businesses prevent mistakes during the sales process. Sales warnings alert users when they select a customer or product that requires special attention, such as payment issues, delivery restrictions or discontinued products. This improves accuracy, compliance and decision-making before confirming a sale order. 

What Are Sales Warnings?

Sales warnings are automatic alerts triggered during the creation of a Quotation or Sales Order. These warnings can be configured on: Customers and Products

When a user selects a customer or product with a warning enabled, Odoo immediately displays a message to guide or restrict the user.

Types of Sales Warnings in Odoo 18

Odoo supports three types of warnings:

  1. No Message
        * No warning is shown.
        * The sales process continues normally.

  2. Warning
        * Displays an informational message.
        * Users can proceed after acknowledging the warning.

  3. Blocking Message
         * Displays a critical alert.
         * Users cannot proceed with the quotation or sales order.

How to Configure Sales Warning for Products

Step 1: Open Product Form

  • Go to Sales → Products → Products



  • Select the required product

Step 2: Set Sales Warning

  • In the Sales tab, locate the Sales Warning option



  • Select:
         * Warning or
         * Blocking Message

Step 3: Enter Warning Message
           * Example: “This product is discontinued.
           * Limited stock available.”Save the product

How Sales Warnings Work in Sales Orders

Scenario 1: Customer Warning
               
           * Create a new Quotation

    * Select a customer with a sales warning
    * Odoo shows a popup alert with the configured message
    * User can continue or is blocked based on warning type

Scenario 2: Product Warning
        * Add a product with a sales warning to the order line
        * Odoo instantly displays the warning message
        * If blocking is enabled, the product cannot be added

Business Use Cases

Sales warnings are useful in many real-world scenarios:
       * Prevent sales to customers with unpaid invoices
       * Block orders for restricted or blacklisted customers
       * Warn users about out-of-stock or discontinued products
       * Ensure compliance with internal sales policies

Benefits of Sales Warnings in Odoo 18
       * Reduces sales errors
       * Improves internal control
       * Saves time by avoiding rework
       * Ensures policy compliance
       * Enhances sales team awareness

Best Practices 
       * Use clear and concise warning messages
       * Prefer blocking messages only for critical cases
       * Review warnings periodically to keep them relevant
       * Train sales users to understand warning messages

Conclusion

Sales Warnings in Odoo 18 Enterprise are a simple yet effective way to control and guide the sales process. By configuring warnings for customers and products, businesses can minimize risks, enforce rules and ensure smoother sales operations.


in Odoo
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