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 |
Tailored Solutions for Every Industry Need
Empower your business with Odoo customized, insightful, and ready to scale across your operations.
AI Auto driven solutions
- Automate workflows with AI Powered Dashboards.
- Get real-time insights using Intelligent Dashboard.
- Predict trends with AI Analytics Dashboard.
- Drive decisions through Automated Smart Dashboard.
Manufacturing
- Measure production KPIs in an Advance Dashboard.
- Manage stock with Accounting Stock Dashboard.
- Analyze defects via Chart Graphs Table View.
- Use Customized Robust Dashboard for supply chain tracking.
Retail & E-commerce
- Track sales with Sales Dashboard and revenue trends.
- Monitor stock using Inventory Dashboard.
- Analyze customer data via Analytic Dashboard.
- Create Multiple Dashboards for stores and channels.
Finance & Banking
- View financials in an Account Dashboard.
- Track invoices through an Invoice Dashboard.
- Monitor ROI with Odoo Best Dashboard.
- Build Pre-Configured Dashboards for audits.
Education & EdTech
- Review student data with an Analytic Dashboard.
- Track attendance in a Predefined Dashboard.
- Analyze leads via CRM Dashboard.
- Use Beautiful Powerful Dashboard for faculty KPIs.
Real Estate
- Analyze leads using Odoo Dashboard.
- Track visits in a Best Dashboard.
- Use Beautiful Dashboards for sales insights.
- Create Dashboard Studio for agents.
Logistics & Transportation
- Track delivery with a Dynamic Dashboard.
- Monitor routes via Chart Graphs Table View.
- View fuel data in a Robust Dashboard.
- Combine KPIs using Multiple Dashboards.
Hospitality & Travel
- Track bookings using CRM Dashboard.
- Analyze revenue via a Sales Dashboard.
- Monitor campaigns in a Revamp Dashboard.
- Build Customized Dashboard per property.
IT & SaaS
- Track sprints in an Advance Dashboard.
- Monitor users via Analytic Dashboard.
- View support KPIs with Odoo Studio.
- Build All-In-One Dynamic Dashboard.
Healthcare
- Visualize appointments using a Beautiful Dashboard.
- Monitor medical inventory with Inventory Dashboard.
- Track billing via Invoice Dashboard.
- Manage staff through a Modern Dashboard.
NGOs & Non-Profits
- View donations in a Predefined Dashboard.
- Track volunteers through Customized Robust Dashboard.
- Analyze campaigns using a Pie Chart Dashboard.
- Share results with Beautiful Powerful Dashboard.
Media & Entertainment
- Manage content pipelines with a Dynamic Dashboard.
- Track ad revenue using Sales Dashboard.
- Monitor user engagement with Analytic Dashboards.
- Build Customized Dashboards for streaming.
Recommended Odoo Apps
Explore our most popular Odoo applications designed to improve productivity, automate business processes, and enhance your Odoo experience.
Start Your Evaluation
Talk to an expert, get a demo, and evaluate with guidance - choose any option below.
Select your preferred communication channel to get started with Advanced Dynamic Watermark.
Chat with our team instantly on WhatsApp.
Chat Link
+91 9023360507
Send us an email to discuss your needs.
Email Address
info@yottasoftwaresolutions.com
Follow our updates on LinkedIn.
LinkedIn Page
linkedin.com/company/yotta-software-solutions-yss
| 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 | OPL-1 |
| Website | https://yottasoftwaresolutions.com |
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.
Please log in to comment on this module