How to Configure Warnings for Products and Customers in Odoo 18 (Enterprise)
Introduction
In Odoo 18, setting up warnings for products and customers plays a key role in streamlining business operations, especially in sales, purchases, and inventory management. These warnings help inform users about crucial details such as customer credit issues, product-specific instructions, or stock concerns at the point of transaction. Whether used as informative messages or blocking alerts, they prevent errors and promote informed decision-making throughout your company’s workflows.
Purpose
The purpose of this feature is to enhance user awareness and prevent critical mistakes during transactions. By configuring product and customer warnings, businesses can:
Notify users of product-specific issues (e.g., expiry, low stock).
Alert users about customer-related constraints (e.g., credit limits, special instructions).
Improve accuracy and efficiency during order creation.
Ensure compliance with internal policies across departments.
Step-by-Step Flow
1. Enable Sales Warnings in Odoo 18
Go to Sales Module → Configuration → Settings.
In the Quotations & Orders section, enable Sales Warnings.
Click Save to activate the feature.
Similarly, enable the Warnings feature in the Purchase and Inventory modules by going to their respective Settings pages.
2. Set Warnings for Products
Navigate to Sales → Products → Products.
Select an existing product or click New to create one.
On the Sales tab, locate the Warning When Selling This Product section.
Choose one of the following options:
* No Message – No warning will be shown.
* Warning – Displays a warning message (but allows the action).
* Blocking Message – Displays a message and stops the user from proceeding.
Enter the warning message, e.g., “Damage Product”
Click Save.
When this product is added to a sales order, the warning will appear instantly to the user.
3. Warning For Customers
Go to Sales → Customers.
Select a customer or click New to create a new one.
Navigate to the Internal Notes tab.
Under Sales Warning, choose:
* No Message – No warning will be shown.
* Warning – Displays a warning message (but allows the action).
* Blocking Message – Displays a message and stops the user from proceeding.
Enter your custom warning message, e.g., “Customer has overdue payments”.
Click Save.
This warning will show up when the customer is selected in sales orders, purchase orders, or inventory transactions.
4. Quotations Warning in Sales Orders
Go to Sales → Orders → Quotations.
Click New to create a new quotation.
Select a customer (with a configured warning).
Add a product (with a configured warning) in the Order Lines.
Observe the warning or blocking message pop-up.
Acknowledge the message by clicking Close (if it's not blocking).
Likewise, users can configure warnings for customers within Purchase Orders, inventory transactions, and invoicing processes. This feature helps businesses proactively manage product and customer-related alerts, enhancing operational efficiency and minimizing the risk of errors.
Conclusion
The warning system in Odoo 18 is a simple yet powerful feature that helps businesses proactively manage risks and improve communication across departments. By configuring informative or blocking warnings for products and customers, users are empowered to act responsibly and avoid costly errors. Whether dealing with stock issues or customer constraints, these alerts ensure smoother, more reliable sales and operational workflows.