Sales Quotation Approval

by
Odoo

29.05

v 12.0 Third Party 20
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Recruitment (hr_recruitment)
Discuss (mail)
Calendar (calendar)
Invoicing (account)
Lines of code 422
Technical Name evo_sales_approval
LicenseOPL-1
Websitehttp://evozard.com/
Versions 15.0 17.0 13.0 12.0 14.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Recruitment (hr_recruitment)
Discuss (mail)
Calendar (calendar)
Invoicing (account)
Lines of code 422
Technical Name evo_sales_approval
LicenseOPL-1
Websitehttp://evozard.com/
Versions 15.0 17.0 13.0 12.0 14.0 16.0
Community Enterprise Odoo.sh

Sales Quotation Approval

Using this module, You can manage to set the level for Approval of Quotations.

This app is suited for


Approval of Sales Quotation

Sales Quotation Approval Workflow

Sales Order Approval Workflow

Multi-level approval

Key Features


Define level of Sales approval

Setting of approval workflow on Sales

Managing history of Approved by

Set the level of Approval of Sales Quotation.

Go to Sales --> Configuration --> Approval Workflows
Create Approval Workflow by mentioning Job position and Level


Create Quotation, Click on 'Send for Approval'.

Create new PSales Quotation and 'Send for Approval' button will be visible. Click on it and Sales Quotation will send for approval.


Sales Quotation approval status changes

With click on Send for Approval, status will change form 'Draft' to 'Pending for Approval'.


Sales Quotation Approved

Once the Sales Quotation is approved by final level user, Status will change to 'Approved'.

Sales Quotation Approval History

Check Approval Level tab to get the History of Approval.

Also user can the get list of Pending Sales Quotation to approve

Follow the steps below:

1. Activate developer mode - Go to Settings - Users & Companies - Users.

2. Assign the Show Pending Quotation Approval Menu group to the user.

Sales Pending of Approval Menu

User will get the Menu Pending of Approval under Sales - Orders.

Set the level of Approval of Sales Quotation.

Set the level of Approval of Sales Quotation

Create Quotation, Click on 'Send for Approval'.

Create Quotation, Click on 'Send for Approval'

Sales Quotation approval status changes

Sales Quotation approval status changes

Sales Quotation Approved

Sales Quotation Approved

Sales Quotation Approval History

Sales Quotation Approval History

Also user can the get list of Pending Sales Quotation to approve

Also user can the get list of Pending Sales Quotation to approve

Sales Pending of Approval Menu

Sales Pending of Approval Menu

Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.

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