Sale Order Discount Approval Workflow

by
Odoo

27.09

v 12.0 Third Party 9
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 133
Technical Name sale_discount_approval
Versions 17.0 13.0 14.0 16.0 15.0 12.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 133
Technical Name sale_discount_approval
Versions 17.0 13.0 14.0 16.0 15.0 12.0

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

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