v 11.0 v 12.0 Third Party 20
Live Preview
Required Apps Invoicing (account)
Lines of code 358
Technical Name sale_order_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/12.0/sale-order-approval-check-lists-370
Also available in version v 14.0 v 11.0 v 13.0
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Required Apps Invoicing (account)
Lines of code 358
Technical Name sale_order_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/12.0/sale-order-approval-check-lists-370
Also available in version v 14.0 v 11.0 v 13.0
To make a sale, each company undertakes a specific sequence of actions which usually involves various user roles and various requirements to be fulfilled. Control of that process is both complex and extremely important. If a salesperson misses a step, a promising deal might evolve to a drastic failure. This tool is to make sure that a sale order is always ready to the next stage and all intermediary results are approved. The app let you prepare a check list per each state, force users to confirm all points, and control approval by responsible managers.

Check lists per sales team and order state

Checklists are defined for each sales team what let you reflect various work flows depending on applied sales typology. Sale managers by themselves specify what and on which order state should be done and approved. A set is unlimited, might reflect custom stages, and it is as unique as you want.
As a result when a sale order has an assigned team and gets its state updated, a check list would be automatically prepared.

Often an order state change does not require fulfilment of all requirements. For example, when you cancel a sale it seems unreasonable to approve customer credibility.

In such a case you should merely define states moving to which doesn't need confirmation. It is possible to do right under the check list settings on a team form.

One of important use cases is also the state 'Quotation sent'. Sometimes, approval is required for an order confirmation but not for its forwarding to a client. This step might be even missed. In that situation you should define the same check points for the states 'Quotation' and 'Quotation Sent', while 'Quotation Sent' should be added as a no-checklist-required step.

Sale team checklist settings

Check list per team and order state

Check list is unique per order state and team

Approval points per sale order state

Sale order multi approval flow

In order to move an order to a new state, a sales person needs to enter all confirmation points and get approval for ones he doesn't have a right to enter.
Since the tool let assign user groups for each checklist line, you may force various employees to take part in a sale evolvement. In such a way it is guaranteed that all actions are done and carefully checked.

Odoo will scan check lists as soon as a user tries to change sale state. In particular it happens when:

  • A user tries to confirm an order ('Quotation' > 'Sale Order' and 'Quotation Sent' > 'Sale Order').
  • A user locks ('Sale order' > 'Locked') or unlocks ('Locked' > 'Sale order') a sale.
  • A user prints or sends a draft quotation ('Quotation' > 'Quotation Sent').
  • A user cancels a quotation (any state > 'Cancelled') or re-set cancelled quotation ('Cancelled' > 'Quotation').

Surely, you are not obliged to have a check list for each state. Scanning of empty checklist is always considered as successful.

Besides, if you had custom stages, transitions to those would be also taken into account.

Approval involves various user roles

Check point security access

Quotation state can't be changed until checklist is confirmed

Check list mist be done to move an order further

Odoo scans check list progress for any attempt of state update

Send by email button check list

Approval history

If a user marks a check point as done or as not done, the action is carefully recorded in the history. In such a way you always can investigate who and when makes a sale approval. It guarantees transparency and employees commitment.

Indicative checklist to-do

Not yet done check points are shown right on the tree of quotations and on the list of sale orders. You may distinguish those by colors and always search them by key words.

Check lists to-do on tree views

Quotations tree with check items

Search orders by check point to be done

Search by check lists

Super checklist user

In any workflows you may encounter exceptions. Sometimes sales persons would reasonably like to move an order forward although not everything is done. For example, when a customer is super perspective or is a loyal partner.
In such a case you should assign the super check list access level for yourself or for any responsible manager. A user with such rights would be able both to change an order sate without approving check list and confirm any check point disregarding security restrictions.

Super checklist user has full rights for any check list

Check list super access level

According to the current Odoo Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
  • starting from the version 13.0, every version of the module should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.

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Sale team checklist settings

Check list per team and order state

Check list is unique per order state and team

Approval points per sale order state

Approval involves various user roles

Check point security access

Quotation state can't be changed until checklist is confirmed

Check list mist be done to move an order further

Odoo scans check list progress for any attempt of state update

Send by email button check list

Check lists to-do on tree views

Quotations tree with check items

Search orders by check point to be done

Search by check lists

Super checklist user has full rights for any check list

Check list super access level

Odoo demonstration databases (live previews)

For this app we might provide a free personalized demo database.

To demand such database: press the button "Live Preview" on the top of this page or copy the link https://faotools.com/my/tickets/newticket?&url_app_id=120&ticket_version=12.0&url_type_id=3

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=120&ticket_version=12.0&url_type_id=1

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

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We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=120&ticket_version=12.0&url_type_id=5

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team (itlibertas.com) fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

To contact us for details and conditions: press the "Website" link on the top of this page and push the button "Request Individual Customization" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=120&ticket_version=12.0&url_type_id=2

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Questions and misc issues

Feel free to contact us by any other concerns, doubts, or questions: press the "Website" link on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/my/tickets/newticket?&url_app_id=120&ticket_version=12.0&url_type_id=4

About the team

faOtools (faotools.com, former odootools.com) is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo apps for business needs all over the world.

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