Guard
Available at launch- Checks every quote when it is sent or confirmed: price floor, discount, margin, stock available by the date, real lead time, credit and overdue balance, duplicates.
Available at launch Use case · illustrative
What Erpmate does in Odoo Sales
The problem. Quotes go out with wrong prices, unapproved discounts, delivery dates that can't be met, or to customers already over their credit limit.
Last reviewed:
Free reading · 48 hours
What your free reading includes
- Every problem found, priced in money or days and linked to the records
- How your business actually runs
- A vendor scorecard
- What each agent would have caught over the last 90 days
- A draft rulebook of your processes
What Erpmate does every day
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Operations
Available at launch (basic)- Watches orders: delivered but not invoiced, no delivery scheduled, no salesperson assigned.
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Sales
Coming next- Shows the last three prices to this customer and the segment median on each quote line.
- Proposes values for new quotes (terms, pricelist, warehouse), one click per field.
A worked example
Quote S04521
Illustrative exampleErpmate Guard
200 units at ₹410. The last 3 sales to this customer were ₹455–470. Margin 7% against a 12% floor. 140 units available by 10 Dec; the rest by 28 Dec. TODO(Kazim): USD figure
Goals the owner tracks
TODO(Kazim): goals for this use case. The Use Cases doc lists none.
Safe by design
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Approve first
Nothing runs that you did not approve.
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Shadow mode
Every rule practises before it acts.
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Undo everything
An undo is stored before any write.
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A "why" for every action
The rule, the evidence and the limits checked.
Related use cases
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