Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Lines of code | 820 |
Technical Name |
app_sale_approval |
License | LGPL-3 |
Website | https://www.odooai.cn |
Versions | 10.0 12.0 11.0 14.0 13.0 |
Sales Approval Workflow
Useful Sales order Workflow: Draft->To Approve->Sent->Confirmed->Checked->Delivery->Invoiced->Locked
Lastest update: v12.19.05.22
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/banner.png?395f610)
Key features:
- 1. You can set sales order workflow like: Draft->To Approve->Sent->Confirmed->Checked->Delivery->Invoiced->Locked
- 2. Set Two Step Confirm on Sale Orders.
- 3. Set a Minimum Amount on Sale Order to approve by sale manager.
- 4. Set Two Step Check to create invoice and lock the Sale Orders.
- 5. Set the state title of double confirm and double check.
- 6. The manager can approve or refuse the sale order.
- 7. The Status of order would high light in the order form.
- 8. Only after approve workflow, can the Sales order to procurement by MTS or MTO.
- 9. Only after check workflow, can the Sales order to create invoice.
- 10.The workflow of approve or check would log in sale order.
- 11.Optimize sales menu. Add standalone menu for key status of sales order.
- 12. Multi-language Support.
- 13. Multi-Company Support.
- 14. Support Odoo 12, 11, Enterprise and Community Edition.
- 15. You can archive a done or cancelled sale order. To get a clean sale management.
You can set sales order workflow like: Draft->To Approve->Sent->Confirmed->Checked->Delivery->Invoiced->Locked
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/flow1.png?395f610)
The manager can approve or refuse the sale order
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/flow2.png?395f610)
Setup the workflow
Setup the workflow
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/setup1.jpg?395f610)
Setup the manager (user access right menu) or the team leader.
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/setup2.jpg?395f610)
Optimize sales menu. Add standalone menu for key status of sales order.
Quotation and sale order menu
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/salea.jpg?395f610)
Sale approve workflow
Apply approve for the sale order
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/sale1.jpg?395f610)
If not approved, you can not send the quotation
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/sale2.jpg?395f610)
Manager can approve or refuse the quotation
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/sale3.jpg?395f610)
Fill the refuse reason
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/sale4.jpg?395f610)
The status would high light in the order
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/sale5.jpg?395f610)
Important! Only after approve and send the quotation, then you can confirm the sale order.
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/sale6.jpg?395f610)
Sale Check workflow, Almost same as approve flow.
Apply check for the sale order
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/sale7.jpg?395f610)
Manager can check or refuse the order, If not check, you can not create the invoice
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/sale8.jpg?395f610)
The status would high light in the order
![](http://apps.odoocdn.com/apps/assets/12.0/app_sale_approval/sale9.jpg?395f610)
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