In the fast-paced world of sales, efficiency and time management are paramount. Sales representatives often use innovative workarounds to simplify their tasks and make the sales process more streamlined. A common practice in many organizations involves duplicating previous sales orders to save time, especially when dealing with repeat clients or similar orders.
While this practice is time-efficient, it comes with potential risks that could disrupt your operations. There's a possibility of inadvertently selling archived products. This happens when sales orders, which have been duplicated, contain products that have since been archived or replaced by newer versions.
Imagine this scenario: A sales representative duplicates a previous order for a repeat customer. Unbeknownst to the rep, one of the products on the order has been archived because a newer version is now available. When the order is confirmed, Odoo automatically creates a delivery order for the archived product. This leads to confusion in the warehouse, delays in delivery, customer dissatisfaction, and potentially loss of sales.
To prevent such situations, we've discovered a simple yet powerful solution that can make a huge difference. It involves creating an automated action in Odoo that triggers a warning whenever a sales quotation or sales order is created that contains lines with archived products. This way, your sales representatives will always be alerted in real time whenever they attempt to sell an archived product, effectively eliminating the risk of error.
The solution is relatively simple to implement, thanks to Odoo's versatile Developer Mode. Even though it involves a bit of Python code, the logic is straightforward and the benefits are immense. It involves setting up an action that is triggered whenever a sales order is created or updated. The action will iterate over each line of the order, checking the status of the associated product. If an archived product is detected, a warning is immediately raised, alerting the sales representative of the situation before any potential problems can arise, as you can see in the recording below.
Although this might seem like a technical fix, its impact is largely business-oriented. By leveraging the power of automation, your sales force can confidently continue their practice of duplicating sales orders without the fear of selling archived items. It saves time, reduces human error, and improves overall business efficiency.
While some knowledge of Python and the Odoo framework is necessary to implement this, the benefits in efficiency, accuracy, and peace of mind far outweigh the learning curve. But don't worry if coding isn't your strength; We can help you !.
So to wrap up, harnessing the power of automation in your Odoo system can significantly streamline your sales processes, prevent common errors, and keep your sales team focused on what they do best - selling. By empowering your sales force with automation, you are not just preventing logistical errors; you're improving your overall business efficiency and customer satisfaction.
