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Event Odoo Experience 2025 starts on Sep 18, 2025, 9:00:00 AM (Europe/Brussels)
Protecting your margin and sales strategy with Odoo
Location: Auditorium 2000 B - 9/20/25, 2:00 PM - 9/20/25, 2:30 PM (Europe/Brussels) (30 minutes)
Alec Mestach
Business Development Representative at Odoo
Alec Mestach
Business Development Representative at Odoo

I'd like to present a flow that shows how Odoo can help to better manage sales activity, without restricting teams. The aim is not to put up barriers, but rather to create a healthy, clear, easy-to-respect framework that avoids costly mistakes (often without the salesperson realizing it
The scenario - Block actions such as :
 A sale if a pre-established margin is insufficient 
A quotation that needs to be validated before being sent or transformed into a purchase order 
A quotation if the quantities presented are insufficient
What I want to emphasize with this flow is that you don't need to set up huge processes to professionalize a team. With a few clever rules in Odoo, you can create a safety net that protects margins, stock policy and the coherence of sales strategy. 
This kind of flow is relevant to all companies with sales staff, because it responds to a very real problem: how do you give teams freedom while retaining control? I see it every day: even small structures, sometimes with just one or two salespeople, are already encountering these problems of over-aggressive discounts, out-of-stock sales or lack of managerial control. This flow makes sense very early on in the life of a company.