Quotations/Sales Orders Approval

by
Odoo

32.68

v 10.0 v 11.0 v 12.0 Third Party 2
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Lines of code 320
Technical Name sale_approval
LicenseAGPL-3
Websitehttps://www.pptssolutions.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Lines of code 320
Technical Name sale_approval
LicenseAGPL-3
Websitehttps://www.pptssolutions.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0

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.

Step 1:

Set the minimum and maximum amount limit under sale settins.

Step 2:

Assign user as an approver and set amount limit and discount limit.

Step 3:

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.

Step 4:

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.

Step 5:

After clicking confirm button, sale quotation moves waiting for approval state. This records will appear under sale Approval menu in sales.

Step 6:

Finally, approve sale orders in corresponding approver login.

Looking for support? We are here to help you!

As an official Odoo Gold Partner, PPTS, with its 9+ years of Expertise and Experienced niche in Odoo Projects, can assist you in enhancing your business processes and work system by automating and streamlining the business functionalities through the advanced and customized latest technological solutions.

Our Odoo Services

Odoo ERP Implementation

Odoo ERP Customization

Odoo ERP Integration

Odoo ERP Migration

Odoo ERP Support

Other Services

  • Artificial Intelligence
  • Data Analytics
  • Web Application Development
  • Mobile Application Development

Feel free to contact us for any queries

Contact Us Now

Stay Connected with Us! Let's Grow Together!

Email us to: ocasupport@pptservices.com

Explore more about us: www.pptssolutions.com

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.