Sale Order Discount Approval Workflow

by
Odoo

30.31

v 12.0 Third Party
Live Preview
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 133
Technical Name sale_discount_approval
Also available in version v 14.0 v 13.0
You bought this module and need support? Click here!
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 133
Technical Name sale_discount_approval
Also available in version v 14.0 v 13.0

Sale Order Discount Approval Workflow

Control the maximum discount a salesperson can give on a product sale

Few Words About The Sale Order Discount Approval Workflow:

This module allows you to restrict discount on sale order line, that a salesperson can give on a product sale and that can be approved by the Discount Approval Manager when he receive a chat notification asking for discount approval from the salesperson.

Work Flow: How The Sale Order Discount Approval Workflow Works
Enable "Discount Approval Manager" for the Sales Manager:
  • This will give access to the manager to allow/approve the discounts
Set Max. Allowed discount for salesperson:
  • Maximum allowed discount that the salesperson can give on each order line without any approval
Creating a New Sale Order by salesperson:
  • Here in the first order line the salesperson is giving discount more then allowed
Confirming the Sale Order by salesperson:
  • Here in the first order line the salesperson is giving discount more then allowed therefore the Order will not confirm.
Waiting For Discount Approval:
  • After clicking the confirm button the sale order state is set to "Waiting Discount Approval" and a chat notification is sent to the manager for approval
Discount Approval Chat Message (Manager View):
  • In the "Discount Approve" channel the Discount Approval Manager receive a chat with a link to the sale order to be approved.
  • Click that link to open the sale order
Confirm Sale Order (Manager View):
Confirmed Sale Order (Manager View):

If You Need Any Help Please Contact

Email Id: erpmstra@gmail.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.