| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
| Lines of code | 544 |
| Technical Name |
nx_sale_margin_alert |
| License | LGPL-3 |
| Website | https://nexeerp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
| Lines of code | 544 |
| Technical Name |
nx_sale_margin_alert |
| License | LGPL-3 |
| Website | https://nexeerp.com |
Sale Margin Alert & Lock
Protect your profitability in real-time â colour-coded margin alerts and optional manager approval workflow for Odoo 19
The Problem
Salespersons unknowingly discount products below cost. By the time finance notices, the damage is done. Sale Margin Alert & Lock catches it the moment a line is entered â before the order is confirmed.
⚠
Hidden Losses
Discounts applied ad-hoc by reps go unnoticed until month-end reporting.
▶
Inconsistent Policies
Different categories need different margins. A one-size threshold never fits.
🔒
No Guardrails
Without an approval gate, low-margin orders are confirmed with no oversight.
Key Features
🟢 Colour-Coded Order Lines
Every order line shows a live Green, Amber, or Red badge that updates in real-time as you adjust price or quantity.
⚙ Global & Category Thresholds
Set a company-wide default margin %. Override it per product category â high-margin categories get tighter rules, commodity lines get more flexibility.
🔒 Optional Approval Lock
Enable the optional approval gate. Low-margin orders are blocked at confirmation until a Sales Manager explicitly approves â keeping your margins intact.
✓ One-Click Manager Review
Managers see all pending approvals in a dedicated menu. Approve or reject with a reason â every decision is logged to the order chatter automatically.
📈 Monthly Margin Dashboard
Dedicated "Low Margin Orders" menu shows all below-threshold orders for the current month, giving management a quick pulse on profitability.
📄 Full Audit Trail
Every approval, rejection, and state change is logged with timestamp and user in the order chatter â perfect for audits and sales reviews.
How It Works
Configure
Set the global minimum margin % in
Sales → Configuration → Margin Alert Settings.
Optionally add category-level overrides.
Sell
Salesperson creates a quotation. Each line shows a live colour badge â Green, Amber, or Red â updating as price or quantity changes.
Alert & Block
A red banner appears on the order. If approval is enabled, confirmation is blocked and the order enters Pending Approval state.
Approve
Manager reviews the order, clicks Approve & Confirm or Reject with a reason. Decision is logged to the chatter.
Approval States
Order margin is above threshold â no action needed.
Order is below threshold; awaiting manager review before confirmation.
Manager approved â order confirmed with approver and timestamp recorded.
Manager rejected â rejection reason displayed on the order banner.
What's Included
- ✓ Real-time Green / Amber / Red badge on every order line
- ✓ Global company margin threshold configuration
- ✓ Per-product-category threshold overrides
- ✓ Red warning banner on the order form when threshold is breached
- ✓ Optional manager approval gate before order confirmation
- ✓ Rejection wizard with mandatory reason field
- ✓ Dashboard menus: Low Margin Orders & Pending Approvals
- ✓ Full chatter audit trail â approver, timestamp, rejection reason
Stop Selling Below Cost
Install Sale Margin Alert & Lock today and put your profitability on autopilot.
Support
Email: support@nexerp.com
Website: www.nexeerp.com
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