| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 166 |
| Technical Name |
sale_lost_reason |
| License | OPL-1 |
| Website | https://www.ganemo.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 166 |
| Technical Name |
sale_lost_reason |
| License | OPL-1 |
| Website | https://www.ganemo.com |
| Versions | 18.0 19.0 |
Sale Lost Reason
Track Why Sales Are Lost
Gain valuable insights by capturing the reason for every cancelled sales order. Enforce accountability and improve your sales strategy.
What We're Solving
----------------
Why was it cancelled?
Standard Odoo allows cancelling sales orders without explanation. This creates a data gap where managers don't know if a sale was lost due to price, stock, or competition.
Better Analysis
By enforcing a Lost Reason, you build a dataset for analysis. Discover trends like "Pricing is our biggest hurdle in Q1" or "We are losing to Competitor X".
Setup & User Manual
Step-by-Step implementation
1. Configuration Guide
Enable the feature for specific sales teams:
- Go to Sales > Configuration > Sales Teams.
- Select the team you want to track (e.g., "Sales").
- Check the box "Use Lost Reason".
- Save the team configuration.
2. Operating Manual (Workflow)
How it works for the salesperson:
Cancelling an Order
When a salesperson clicks "Cancel" on a Quotation or Sales Order, a popup wizard appears.
Selecting a Reason
They must select a reason (e.g., "Too Expensive") to proceed. This ensures every cancellation is categorized.
Visibility
The selected reason is saved on the order and is visible in the Other Info tab or dedicated field.
Filtering & Reporting
Managers can group orders by "Lost Reason" in the list view to analyze churn patterns.
Global Ready | Multi-Language Support
This module is fully translated into English and Spanish (en_US, es_ES, es_PE, es_MX), ensuring a professional experience for international organizations.
Why Choose Ganemo?
----------------
Ganemo is the world's leading Odoo App developer and a multi-award-winning Gold Partner. For over 5 years, we have been recognized as the #1 seller of high-quality apps on the Odoo App Store. Trusted as the "Best Partner" in USA, Mexico, Chile, Spain, Colombia, Ecuador, and Peru, we deliver robust, secure, and localization-compliant solutions for global businesses.
Get a Quote & Resolve Commercial Doubts
Join thousands of satisfied clients on Odoo. Contact our sales team directly.
Official WhatsApp
Fastest response time.
LINK
+1 (828) 672-6150
Book a Demo
Let's explore your needs.
LINK
Schedule Meeting
Need More? We Do It All
Professional Odoo Services
ERP Implementation
Transform your business with a full Odoo implementation. We analyze, configure, and train your team to maximize productivity. From Accounting to Inventory, we handle the complexity so you can focus on growth.
Module Dev & Migration
Need a custom feature? Or stuck on an older version? We develop high-performance custom modules and migrate your existing code to Odoo 19 with zero data loss. Expert developers at your service.
QA / User Testing Scenarios
Enterprise Validation Plan
Scenario 1: Setup Team Configuration
- Go to Sales > Configuration > Sales Teams.
- Open "Sales" team and enable Use Lost Reason.
- Open "Website Sales" team and disable it (if needed).
- Test: Verify that the checkbox saves correctly.
Scenario 2: Cancel Flow
- Create a Sales Order with the "Sales" team.
- Click Cancel.
- Result: A popup wizard MUST appear asking for a reason.
- Select a reason and Confirm.
- Result: Order is cancelled and reason is recorded.
Scenario 3: Fast Cancel (No Reason)
Goal: Ensure teams without the setting skip the wizard.
- Create a Sales Order with the "Website Sales" team (disabled setting).
- Click Cancel.
- Result: The order cancels IMMEDIATELY without asking for a reason.
FAQ & Troubleshooting
Common Resolutions
Wizard doesn't show up?
Reason: The Sales Team assigned to the order likely has "Use Lost Reason" disabled.
Fix: Check the Sales > Configuration > Sales Teams setting.
Can I add new reasons?
Reason: Yes, reasons are fully customizable.
Fix: Go to Sales > Configuration > Lost Reasons to add more options.
Commercial & Sales
For inquiries about licenses, demos, or partnerships.
Official WhatsApp
Fastest response time.
LINK
+1 (828) 672-6150
Book a Demo
Let's explore your needs.
LINK
Technical Support
Existing customers regarding module functionality.
Developed by Ganemo - Official Odoo Gold Partner
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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