There are several reasons why warnings are set for vendors and products in Odoo: #odoo17 #odoopurchase #odoofunctionalvideos
For Vendors:
Prevent problematic purchases: Warnings can help identify potential issues with vendors before finalizing a purchase order. This allows you to:
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Avoid exceeding budget limits: Set blocking messages to prevent exceeding a specific purchase amount for a vendor, ensuring responsible spending.
Maintain quality standards: Set warnings for vendors with a history of inconsistent quality or delivery delays, prompting you to consider alternative options.
Manage minimum order quantities: Blocking messages can prevent orders below a minimum threshold, potentially leading to higher shipping costs or vendor dissatisfaction.
For Products:
Improve sales awareness: Warnings can inform sales representatives about potential issues with a product before offering it to customers. This allows for:
Transparency and informed selling: Sales staff can explain the warning to customers, building trust and offering alternative solutions if necessary.
Managing customer expectations: Customers are aware of potential limitations or issues with the product, preventing misunderstandings and potential dissatisfaction.
Reducing product returns: Highlighting potential concerns beforehand can help avoid returns due to unforeseen issues.
Overall benefits:
Enhanced decision-making: Warnings provide valuable information to aid in making informed purchasing and sales decisions.
Improved efficiency: Alerts can help streamline processes by highlighting potential issues early on, saving time and resources.
Reduced risk: Warnings can help mitigate financial and operational risks associated with problematic vendors or products.
Increased control: Setting warnings empowers you to maintain greater control over your inventory and purchase processes.
Functionality:
Odoo offers built-in functionality to set alerts and warnings for both vendors and products:
For Vendors:
Enable Alerts in Settings:
Go to Configuration – Settings.
Under the Purchases section, locate Purchase Order and activate the Alerts by products or suppliers option.
Click Save.
Set Alerts on Vendor Records:
Open a specific Vendor record.
In the Vendor form, scroll down to the Alerts section.
Select the Alert type:
Blocking Message: Prevents creating purchase orders exceeding a specific amount or for products below a minimum quantity.
Warning: Displays a message without blocking the purchase order.
Enter an optional Message to be displayed when the alert triggers.
For Products:
Enable Alerts in Settings:
Go to Configuration – Settings.
Under the Sales section, locate Quotations & Orders and activate the Sales Warnings option.
Click Save.
Set Warnings on Product Records:
Open a specific Product record.
In the Product form, go to the Sales tab.
Under the WARNING WHEN SELLING THIS PRODUCT section, choose the Warning option.
Enter an optional Message to be displayed when the warning triggers.
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