Setting warnings for products and customers is an important feature in Odoo 18, allowing businesses to maintain effective workflows in fields such as sales, purchases, and inventory management. These warnings inform users of important information like product supply levels, credit limitations for customers, available stock in the inventory or special product guidelines.
These warnings, whether informative (providing a basic message) or blocking (preventing further operations), help users make well-informed decisions, reduce errors, and improve operational efficiency.
In order to help your team stay proactive and steer clear of potential problems in business processes, this blog describes how to create and implement these warnings in Odoo 18.
To enable notifications for specific products, activate Odoo’s sales warning feature. To do so, go to the Odoo 18 sales module’s settings menu, then configuration settings.
Check the box to ‘Sales Warnings’ in the Quotations & Orders section. Click the SAVE icon in Odoo 18 to enable the feature. This process, which makes it simple to customize warnings for your sales operations, as shown in the image below.
Similarly, in Odoo 18, you may turn on warnings in the purchase and inventory modules. To do so, go to the settings for both modules and enable the warnings option.
This function will keep you informed of important constraints or restrictions while managing purchase orders and inventory transactions.
Setting Warning For Products in Odoo 18
In Odoo 18, users can choose to set a warning while adding a new product or in the existing product. Go to the products -> products menu to accomplish this. The products window will show the name, price, and stock levels of any product that is offered in a Kanban view.
To create a new product, use the New button. To manage warnings, simply choose the product you want to set a warning for from the list, as shown in the image below. This allows you to manage critical product-specific warnings or notifications efficiently.
On the Sales tab of the product form ‘Warning When Selling This Product’ section is located.
Blocking Message, Warning, or No Message are the three options in which you can set up a product-specific warning. You can manage how users are notified when you sell a product with these options.
As indicated in the image above, we specified ‘Out Of Stock Soon’ as the explanation. For Acoustic Bloc Screens, each data point is manually saved once a warning is applied.
Now, let’s look at what happens once you create a sales order for the Acoustic Bloc Screen.
Go to the Sales app Order window. To create a new one, select the New button.
Once a partner or customer has been chosen in the sales order’s Customer field, the user can see the delivery and billing addresses linked to that customer.
You can enter your terms of order payment in the Payment Terms field and set the order closure date in the Expiration field.
You can choose the Acoustic Bloc Screen product by going to the Order Lines section and clicking the ‘Add a Product’ option. When the Acoustic Bloc Screen is selected, a warning notice will appear to notify the user and present any product-related warnings that have been configured.
Before completing the order, users will see this notification to make sure they are aware of any important information. By delivering important notifications at the right time, this functionality improves the ordering process. In Odoo 18, it’s easy to create alerts for default or unused products.
Setting a Warning for Customers in Odoo 18
Setting warnings for consumers in Odoo 18 ensures that users are aware of important information, such as credit limitations or customer-specific instructions.
The Customers window will display all customers in Kanban format. To add a new customer, select the New button.
In the Customers window, enter the customer’s general information, including their title, email address, language, and mobile number.
Selecting options under the Internal Notes tab allows you to set warnings for sales orders, purchase orders, and inventory transactions. You can define the type of warning, such as a warning message that prohibits the user from completing the order or a warning that notifies users without interfering with the process.
To apply the warning to the customer profile, make sure you save your modifications after entering the warning information.
The set warnings will show up while producing sales orders or bills for the customer, letting users know about any important details before completing transactions. Let’s now draft a sales order for the client.
Selecting that customer displays a new window with a warning message, as shown in the image below.
Just click the Close button to continue with the customer order. This allows customers to accept important alerts prior to completing their process and makes it simple to set a warning message for a particular customer.
In the same way, invoicing, inventory processes, and purchase orders all allow users to set warnings for customers.
This feature allows businesses to properly manage notifications linked to products and customers, eventually improving operational performance and reducing the chance of errors.
In conclusion, one useful feature that improves operational efficiency in sales, purchasing, and inventory management is the ability to set warnings for both customers and products in Odoo 18.
Businesses can proactively manage important information by using the warning system, which guarantees that users are informed of crucial conditions prior to completing transactions.
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