Quotations/Sales Orders Approvalby PPTS [India] Pvt.Ltd. https://www.pptssolutions.com
• Invoicing (account)
|Also available in version||v 15.0 v 12.0 v 14.0 v 11.0 v 13.0|
Quotations/Sales Orders Approval
In Odoo Purchase module having levels of approval by default, this process is not in Quotation/Sale orders approval. After installing the Quotations/Sale Orders Approval Module levels of approval is possible, a button 'Ask for Approval' will appear on the Quotation screen. When user clicks on this button system will display the wizard for set approval reason and approval type, this will allocate approver for that quotation. The approver can confirm sale order from their login this moves the order state to Waiting For Approval. Before this process, we have to set user as an approver, in user screen sale approval tab will appear for set amount limit or discount percentage, based on this values approver is allocated for quotation.
Set the minimum and maximum amount limit under sale settins.
Assign user as an approver and set amount limit and discount limit.
Once the order is placed click on Confirm Sale button, if the amount is higher than the configured amount under sale settings then this will go for users level approve and if the amount is higher than login users amount limit, this will shows the warning message to click button Ask for Approval.
If user clicks on the Ask for Approval button will appear wizard for set reason and approval type. If approval type is set for discount, we have to set requested discount value. Click confirm button to set waiting for approval state.
After clicking confirm button, sale quotation moves waiting for approval state. This records will appear under sale Approval menu in sales.
Finally, approve sale orders in corresponding approver login.
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How do I make my approvals are managers at the level of sales team