Stock level indicator in Sales Quotation

Stock level indicator in Sales Quotation

Enrich your customer relationship by giving promise or commitment about 100% delivery of requested products.
Get Available stock details in Graphical mode at Quotation Category : Sales
4 Purchases
Compatible with Odoo Version : 11, 9, 8
$45
Overview

Why should you have this App?

One of the secrets for growing the large online business is on-time delivery & their prior promises. So for that, having a clear idea of the stock availability on each of the Sales Quotation is a crucial thing for any decision maker. We observed while the numbers of the Odoo implementation that well-managed stock level can result in the growth of the company not only in monetary term but also affect the customer relationship, & goodwill in the market. Probably the most common critical point we found is at time of confirming the quotation for delivery. The most valued products which have a high margin of profit, either not available at stock or not an incoming stage from the supplier and that results in the wrong impression among your customer. Using Odoo Stock level Indicator, Sales Manager will get 360-degree information about a current stock level with monetary valuation and the possibility of incoming stock within few days, weeks and months. Which help in giving promise or commitment about 100% delivery of requested products.

Using Odoo Stock level Indicator, Sales Manager will get 360-degree information about a current stock level with monetary valuation and the possibility of incoming stock within few days, weeks and months. Which help in giving promise or commitment about 100% delivery of requested products.

Configuration of Stock level indicator in Quotation

After Installation of this module, an option "Check the stock level in Quotation before Confirmation?" will be visible under menu Sales >> Settings. Selecting this option will enable a button named "Check Stock" in Quotation Screen. You will also find the Percentage of the quantity available in the list view & kanban view. You can check stock level status only in "Draft" state.

Current Stock level indicator pop up in Quotation

By clicking on "Check Stock" button in the quotation, Stock level indicator popup will open up.

Here you can see 2 kinds of graphs in terms of % and total amount. One kind of graph will be a total of the net on hand qty against total required qty in a quotation. Another kind of graph will be the total price of net available qty against the total value of your quotation. We believe, appropriate presentation of data in the form of graphs can be a useful analysis tool for you and if the data is effectively interpreted then this can facilitate the decision-making process in Quotation confirmation for Sales Manager.

Manage unavailable products in popup

Here in pop up, you can see a list of unavailable products with possible Incoming Qty of next 7, 30 & 100 days from the supplier. Red lines show that you have not more than 0 Net on hand Qty available in stock. The green line will indicate you that at least you have few Net on hand Qty available from required Qty in Quotation. We have calculated Net on hand Qty instead of Available Qty. The net on-hand stock will be not reserved from any other order. Here on this pop-up, by removing any lines, a product will remove from Quotation too. Also, if you modify the required Qty after comparing it with Net on-hand stock, it will directly affect to original Quotation.

Perform an action from Stock level Indicator Pop Up

From this Pop-Up, by clicking on more info button, you can perform 5 type of actions.

1. Confirm this Order

Selecting this action and clicking on "Ok" button, your current Quotation will be confirmed. Before confirmation, you can modify required Qty or remove products from Quotation. You can log a note from here. It will be added into current Quotations messaging area.

2. Move all Unavailable to new Quotation

Selecting this action and clicking on "Ok" button, all the unavailable products will be copied to new Quotation. You can write a note for new Quotation from here. It will be added to messaging area of newly created Quotation. In the new quotation, field "Source Document" will contain the reference number of the parent quotation from which this new quotation created.

3. Keep Available and move remaining to new Quotation

Selecting this action and clicking on "Ok" button, the system will keep available Net on hand Qty here and move only unavailable remaining Qty to new Quotation. i.e. For product "[A6678] iPod (16GB)", there is 26 net on hand Qty available out of 500 Qty required. With this action, 26 will remain to current quotation and 474 Qty will be transferred to new Quotation. After performing this action, your current Quotation will be full of available stock.

4. Move all Unavailable & confirm current Quotation

This action will confirm current Quotation and move all unavailable to new Quotation. The only difference between this action and 2nd action is, in this case, system will confirm the current Quotation

Set priorities your Sales order fulfillment

You can on the fly check the stock level in percentage for each quotation from the kanban view & list view. You will find the following color psychology for each stock level which helps in quick and easy tracking.

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