with Mediya
Response Ready × Mediya

Two automations.
One is live in your sandbox.

Date
4 August 2026
For
Prabakar Mahalingam and Beth Good
Hosted by
Gyan van den Bogert
Focus
Lead router in test, quote validator live
Status
4 August 2026
Where we are

One automation with you for testing.
One waiting for you in your sandbox.

Automation one
Inbound lead router
With Prabakar for testing
Routing on lead create, territory table you edit yourself, spam screening as a warning, reminder at one hour, escalation at two. Unchanged since we handed it over.
Open. Reminders must send email in production, not only live inside Odoo.
Open. Escalate to the next rep instead of one fallback.
Open. Lead capture forms still write a free text state.
Open. Your test findings.
Automation two
Quote validator
Live in your sandbox
Everything you both walked us through on the last call. It runs when a quote is saved, writes what it found on the quote itself, and you tune it in your own screens.
Eighteen checks, four of them blocking.
Beth's rental SKU list is in.
Severity and SKUs editable without a deploy.
Blocking on confirm is switched off until you say go.
Quote validator
Eighteen checks
The rule set

What it looks at, every time a quote is saved.

Warnings flag the quote. Blocking findings stop it. Your words were that it should be an alert and not a hard rule, so blocking is only where money actually leaks.

Blocking
Money and tax
New customer on credit terms instead of payment in advance.

Address incomplete on the customer, the invoice or the delivery contact.

Analytic distribution missing on a line.
Warning
Addresses
Invoice and delivery address differ, so confirm both.

A customer PO is on the quote, so check the ship to.

Delivery contact is not a typed contact under the company.
Warning
The AED sale
No first responder kit.

No wall poster, inspection tag or decal.

Pediatric pads on an adult quote.

Pad brand does not match the device.
Warning
The rest
Archived product on the quote.

Device only SKU.

Rental equipment quantity that is not the total of all rental items.

Expedited shipping in the notes and no shipping charge.
Baseline
Read only scan
Your own data

We ran it over every open quote in the sandbox.

Open quotes scanned
386
Every quote in draft or sent. Read only, nothing was changed.
At least one finding
80%
307 of the 386 quotes have something the team would want to look at.
A blocking finding
33%
127 quotes carry something we would stop, mostly terms, address or analytics.
Count
What it found
Share of quotes
146
AED sale without wall poster, inspection tag or decal
38 percent
106
Invoice and delivery address differ, never double checked
27 percent
90
AED sale without a first responder kit
23 percent
58
New customer not on payment in advance
15 percent
53
Address incomplete, so tax cannot be computed correctly
14 percent
37
Analytic distribution missing on a line
10 percent
27
Rental equipment quantity does not add up
7 percent
Read this as a starting point and not a verdict. The pad and collateral counts still use product names rather than your SKU lists, and the new customer count assumes a customer is new when the sandbox holds no confirmed order for them. State and ZIP are only demanded where the country demands them, so your site in Korea is judged on Korean rules. All of it gets exact once Beth sends the remaining lists.
In your sandbox
Sales, Configuration
Live now

Where to click in your own Odoo.

On any quote
1
Save a draft quote
The validator runs, and the note in the chatter tells you what it found.
2
Open the Validator tab
Every finding with what is wrong and what to do about it. A red ribbon appears when something blocking is open.
3
The rep gets a to-do
As long as something blocking is open, the salesperson on the quote has an activity waiting. It disappears by itself once the quote is fixed.
4
Sales, Orders, Flagged quotes
Everything with an open finding in one list.
Sales, Configuration, Quote Validator
A
Checks
Eighteen rows. Switch one off, make it a warning, make it blocking, or write the message in your own words.
B
SKU Classes
What your SKUs mean to the rules. A new product is one row here and never a deploy.
C
Settings
Prepaid payment terms, the states where an unvalidated address blocks, expedite wording, which collateral is required.
Note Blocking on confirm is switched off. One tick turns it on when you are ready.
Note A manager can push a blocked quote through with a reason, and that reason lands in the chatter.
Beth's SKU list
Rentals done
Thank you Beth

Your rental list is in, and it changed two rules.

Forty one physical rental SKUs, covered by four patterns and one exception, so a new rental SKU needs no work from us.

What we built
Every name that starts with RENTAL counts. Every SKU with RENTAL in it counts. Cabinets and cases count, which is exactly the three AEDs plus three cabinets makes six. The 1st Aid Total Solution program is the exception and never counts.
A rental is not a sale
Your own product text says the rental already includes an AED, pads, a battery, a case and a first responder kit. So rentals no longer get a kit or collateral warning. They still get the brand check, so a HeartSine rental with ZOLL pads is caught.
Product text cannot vouch for the rep
A pediatric pad is literally named Infant Child Key Pediatric Pads. If that counted as intent, the pads check would never fire again. So it reads the quote name and the notes, never the product description.
Still needed from you
First responder kit SKUs per brand. Wall poster, inspection tag and decal SKUs.
Adult and pediatric pad SKUs per brand. The device only pattern and the AED device SKUs.
Which packages already include the kit. And one question back, is there a separate AED Total Solution rental SKU.
The ask
Six items
What we need

Four answers and the validator is exact.

#
What we need
Why it matters
Owner
1
A field that records whether an address was validated
Avalara shows a validate button but stores nothing, so today we can only check that an address is complete
Prabakar
2
Confirm Direct as the analytic account for Sales and Account Management
Then every new quote line fills itself, including the lines a template rebuilds
Prabakar
3
Tell us what makes a customer new
We use no confirmed order yet, a customer tag would be more precise
Prabakar
4
Fix the recertified templates or let us flag them
They should always include the first responder kit and today they do not
Prabakar
5
The remaining SKU lists
Kits, collateral, pads per brand, device only. Same export format as the rental list
Beth
6
Say when blocking on confirm can go on
It is built and switched off. Your team works in this database, so it is your call
Prabakar
Also The module is in the GitHub repo, ready for Odoo.sh to build when you want it installed properly.
Next step
Response Ready × Mediya
The next step
Test the router and open a handful of quotes in the sandbox this week. Send us the remaining SKU lists. Then we turn on blocking, and no quote leaves Response Ready with the wrong terms, an incomplete address or a missing kit.
Owner
Gyan van den Bogert, Mediya
Live in
Your Odoo sandbox, Sales and Configuration
1 / 8
←→  navigate    F fullscreen