ODOO'S FUNCTION
In Odoo, when cancelling a Sale Order created in CRM, there is no pop-up or prompt to specify the reason for cancellation. As a result, the cancellation reasons are not captured systematically, limiting insight into lost opportunities.
CLUEDOO'S FUNCTION
Cluedoo improves this by introducing a pop-up that appears when cancelling a Sale Order in CRM, prompting the user to select a cancellation reason and optionally add notes. This feature enables systematic tracking and analysis of lost sales, helping businesses better understand cancellation causes and improve sales strategies.
Note: You can create the "Lost" stage and any other stages yourself. |  |
2. Create CRM and new quotation (from CRM) We have the button cancel and when we want to cancel the SO, There's a pop up for the cancel reason and the note. Note: you have to create SO from CRM not Sale |  |