Margin Management & Blocking

Protect your margins and boost profitability with intelligent sales order control

🎯 Why This Module?

Prevent unprofitable sales before they happen! This module automatically blocks sales order confirmation when margins fall below your defined thresholds. No more revenue without profit.

✨ Key Features

🎓 How It Works

Step-by-Step Example:

1. Configuration: Set a global 40% minimum margin in Settings
2. Specific Rules: Add a 50% margin rule for "Premium Products" category
3. Sales Process: A salesperson creates a quote with only 35% margin
4. Blocking: System prevents confirmation and shows clear error message
5. Exception: Salesperson can request approval with justification
6. Approval: Manager receives activity and can approve or reject

🔧 Configuration

• Settings: Sales → Configuration → Settings → Margin Management
• Global Margin: Set default minimum margin percentage
• Exception Approver: Define who receives exception requests
• Margin Rules: Sales → Margin Management → Margin Rules
• User Permissions: Assign "Allow Low Margin Sales" group to managers

💡 Use Cases

• 📦 Wholesale Distributors: Protect margins on bulk orders
• 🏭 Manufacturers: Ensure production costs are covered
• 🛒 Retailers: Prevent selling below cost price
• 💼 B2B Services: Maintain service profitability
• 🎨 Custom Products: Validate quotes before approval

🆘 Support

Need help? Contact us at contact@thoum-production.com
Visit our website: https://thoum-production.com