Lost Opportunity Quotation Control
by Yotta Software Solutions https://yottasoftwaresolutions.com$ 5.69
Yotta Software Solutions
Lost Opportunity Quotation Control
Automatically synchronize quotations with lost CRM opportunities, mark quotations as lost, and manage them with dedicated smart buttons and filters.
The Customer Wise Minimum Margin Validation module solves this challenge by allowing businesses to define a minimum margin amount for each customer. During sales order confirmation, the module automatically validates the quotation's total margin against the customer's configured minimum margin and prevents confirmation if the required margin is not met. This helps organizations protect profitability, standardize pricing policies, and eliminate low-margin sales.
Many businesses offer different pricing structures to different customers, making it easy for sales teams to unintentionally create quotations with insufficient profit margins. Without an automated validation process, these low-margin sales can directly impact business profitability.
The Customer Wise Minimum Margin Validation module eliminates this risk by automatically enforcing customer-specific margin rules before a sales order is confirmed. It helps protect profits, reduce pricing errors, ensure policy compliance, and provide greater confidence in every sales transactionâall without changing the standard Odoo sales process.
Protect Every Sale with Smart Margin Control
Enforce customer-specific minimum margin policies to prevent low-profit sales, improve pricing consistency, and maximize business profitabilityâall seamlessly integrated with the Odoo Sales workflow.
Protect Profit Margins
Never Sell Below Your Target Margin
Automatically prevent Sales Orders when product margins fall below the minimum margin configured for the customer.
Customer-Wise Margin Rules
Personalized Pricing Control
Configure different minimum margin percentages for each customer based on contracts, pricing agreements, or business relationships.
Automatic Margin Validation
Real-Time Profitability Checks
The system validates product margins instantly during quotation and Sales Order confirmation without any manual calculations.
Prevent Pricing Mistakes
Eliminate Human Errors
Reduce accidental underpricing by automatically enforcing your company's margin policies throughout the sales process.
Increase Business Profitability
Maximize Revenue on Every Sale
Ensure every confirmed Sales Order contributes to your desired profit goals by maintaining healthy product margins.
Empower Your Sales Team
Sell with Confidence
Provide salespeople with clear pricing boundaries while allowing them to prepare quotations confidently without violating company policies.
Strengthen Pricing Governance
Standardize Sales Policies
Maintain consistent pricing across all customers, salespersons, and departments with automated margin enforcement.
Flexible Customer Management
Adapt to Every Business Scenario
Support different pricing strategies for wholesalers, distributors, retailers, key accounts, and special customers through customer-specific margin settings.
Native Odoo Sales Integration
Works Seamlessly with Odoo
Integrates directly with the standard Odoo Sales module, preserving your existing quotation and Sales Order workflow without additional complexity.
Automatic Lost Quotation
Automatically marks related quotations as Lost Quotation when a CRM opportunity is marked as Lost.
CRM & Sales Synchronization
Keeps quotation status synchronized with the CRM opportunity lifecycle.
Lost Quotations Smart Button
Quickly access all lost quotations directly from the Opportunity using a dedicated smart button.
Improved Sales Visibility
Instantly identify quotations linked to lost opportunities for better sales tracking and reporting.
Eliminate Manual Updates
Reduce manual work by automatically updating quotation status when opportunities are lost.
Seamless Odoo Integration
Works seamlessly with the standard Odoo CRM and Sales modules without changing your existing workflow.
See Opportunity Quotation Control flow before installing
Lost Opportunity Quotation Control prevents users from creating or confirming quotations for CRM opportunities marked as Lost. It ensures a controlled sales process, eliminates invalid quotations, and maintains accurate CRM data.
+ Block Quotations for Lost Opportunities
+ Automatic Opportunity Status Validation
+ Prevent Invalid Sales Process
+ Instant Validation Messages
+ Maintain Accurate CRM Records
+ Seamless Odoo CRM Integration
+ Role-Based Access Control
+ Improve Sales Process Efficiency
Navigate to the CRM pipeline and open the opportunity you want to manage.
Create a quotation directly from the selected CRM opportunity.
Review the quotation linked to the opportunity before proceeding.
Mark the opportunity as Lost by selecting a loss reason and confirming the action.
The related quotation is automatically updated as a Lost Quotation.
A Lost Quotation ribbon is displayed, making inactive quotations easy to identify.
Use the Lost Quotations smart button to view all quotations associated with the lost opportunity.
| Contact Us | https://yottasoftwaresolutions.com/contactus |
| Get Started | https://yottasoftwaresolutions.com/contactus |
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Email Address
info@yottasoftwaresolutions.com
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LinkedIn Page
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 386 |
| Technical Name |
yss_lost_opportunity_quotation_control |
| License | LGPL-3 |
| Website | https://yottasoftwaresolutions.com |
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