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Sale Missing Tracking

sale_missing_tracking folder_open OCA/sale-workflow open_in_new
Sales License: AGPL-3

This module allows the management of notices when a sales order does not include a product that the customer usually buys.

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Warns salespeople when a customer's order is missing a product they usually buy, and lets them record a reason, request an exception, or postpone the warning.

When a salesperson confirms a quotation, Odoo checks the customer's past purchases and flags products the customer normally buys but that are not on the current order. A warning wizard opens so the salesperson can give a reason before confirming.

  • Products and customers can be marked for this tracking on the product and contact forms.
  • A new "Missing tracking" menu under Sales shows the warnings, with list, form, kanban and pivot views, plus a "Missing sales tracking reason" menu for managers and an exception menu.
  • Reasons are reusable records with a name and a note; the note is copied onto the warning.
  • Salespeople can create an exception for a customer/product pair; managers approve or refuse it, and only one approved or requested exception per pair is allowed.
  • A scheduled job sends an email to the sales team followers about warnings that are still open after the configured notification delay.
  • Company settings control the observation period, notification delay, consumption months, minimum consumption and how many times a warning may be postponed.
  • Confirming an order can be blocked when the maximum number of postponements is reached.
  • Adding the missing product to a confirmed order marks the warning as recovered; cancelling the order cancels its warnings.

Depends on

sale

Required by other modules

Menus it adds

Missing sales tracking exceptionMissing trackingMissing sales tracking reasonMissing Sales TrackingPending missing cart tracking reason
Models and fields (10)
  • sale.order · extends an existing modelmissing_tracking_count
  • res.company · extends an existing modelsale_missing_days_to (Days to), sale_missing_days_from (Days from), sale_missing_max_delay_times (Max delay times), sale_missing_days_notification (Days notification), sale_missing_months_consumption (Months consumption), sale_missing_minimal_consumption (Minimal consumption)
  • res.partner · extends an existing modelsale_missing_tracking
  • sale.order.line · extends an existing model
  • product.template · extends an existing modelsale_missing_tracking
  • res.config.settings · extends an existing modelsale_missing_days_to, sale_missing_days_from, sale_missing_max_delay_times, sale_missing_days_notification, sale_missing_months_consumption, sale_missing_minimal_consumption
  • sale.missing.tracking · new modelstate, active, team_id, user_id, order_id (Sale order), reason_id, company_id, date_order, partner_id, product_id, consumption, currency_id, reason_note, last_sale_line_id, commercial_partner_id, tracking_exception_ids (Missing sales tracking exceptions)
  • sale.missing.tracking.wiz · new modelreason_id, reason_note, has_pending_lines, missing_tracking_ids
  • sale.missing.tracking.reason · new modelname, note
  • sale.missing.tracking.exception · new modeldate, state, active, user_id, reason_id, company_id, partner_id, product_id, consumption, currency_id, reason_note, request_date (Request date), missing_tracking_ids (Missing sales tracking)

Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. The module is very large and only part of the code was read. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 15.0

Confirmed on 2026-11-03 in branch 15.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 15.0

To configure pricelists with the new feature of this module, you need to:

  • Go to Sales > Configuration > Settings > Missing products tracking.
  • Set options to adjust amounts and periods.

OPTIONAL:

If you want to set a grace period between one notice and the next, you can follow these steps:

  • Activate developer mode.
  • Go to Settings > Technical > Parameters > System Parameters.
  • Create a new setting with key "sale_missing_tracking.already_notified_relativedelta_params". Fill value with a dictionary with params used in dateutil.relativedelta Class. Examples:
  • To receive only one notification per calendar week in GMT+1: | {"weeks": -1, "weekday": 6, "hour": 22, "minute": 59, "second": 59, "microsecond": 99999}

To use this module, you need to:

  • Review Sales > Configuration > Settings > Missing products tracking.
  • Check Sale missing tracking field in a partner and products that usually buys
  • Go to Sales > Quotations.
  • Create a new order with Sale missing tracking partner without usually bought product.
  • Confirm Sale order

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.