Odoo Automated Low Margin Alert System for Sales
by SimBeez IT Solutions LLP https://simbeez.com/$ 35.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) • Purchase (purchase) • Inventory (stock) |
| Lines of code | 586 |
| Technical Name |
sim_sale_low_margin_alert |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) • Purchase (purchase) • Inventory (stock) |
| Lines of code | 586 |
| Technical Name |
sim_sale_low_margin_alert |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
Odoo Automated Low Margin Alert System for Sales
The Sale Low Margin Alert module helps businesses maintain healthy profitability by automatically monitoring sales order margins and notifying users when margins fall below a defined threshold. It calculates the margin in real time based on product cost and sale price, then triggers clear visual alerts or warnings during quotation and sales order confirmation. This proactive control enables sales teams and managers to identify low-margin deals early, prevent unintentional losses, enforce pricing discipline, and make informed decisions without disrupting the standard sales workflow.
Key Features
Automatic Margin Detection
Instantly calculates product and order-level margins based on cost and selling price to identify low-margin sales in real time.
Configurable Margin Thresholds
Allows administrators to define acceptable margin limits, ensuring consistent pricing policies across all sales activities.
Real-Time Alerts & Warnings
Displays clear alerts on quotations and sales orders when margins drop below the set threshold, enabling timely corrective action before confirmation.
Set Up & Configurations
Download and install the Odoo Automated Low Margin Alert System for Sales module from the Odoo App Store.
Navigate to the Sales module and go to Configuration >> Settings.
Scroll down to the Low Margin Threshold section.
Set the desired Low Margin Threshold (%). In the Send Notifications to Users field, specify the users
who should receive email notifications for low-margin sales.
Work Flow
A user creates a new sales order and adds products with a low margin.
Upon attempting to confirm the order, the alert system checks if the product margin is below the
configured threshold.
If the margin is low, an automated alert pop-up is displayed, asking the user to confirm the order.
If the user confirms, the sale order is created, and designated users receive an email notification as part of the alert notification system.
Periodically, a manager can navigate to Reporting >> Sale Margin to generate a report of all low-margin sales and send a notification to relevant stakeholders.
Frequently Asked Questions (FAQs)
The margin is calculated automatically using the product cost and the sales price on the quotation or sales order, ensuring accurate and real-time margin evaluation.
Yes, administrators can configure the minimum acceptable margin percentage based on company pricing policies and business requirements.
The module provides warnings and alerts for low-margin orders, allowing businesses to decide whether to proceed, revise pricing, or apply internal approval rules.
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