Sales Approval Workflow,销售审批业务流

by
Odoo

$ 104.65

v 13.0 Third Party 9
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 838
Technical Name app_sale_approval
LicenseLGPL-3
Websitehttps://www.odooai.cn
Versions 10.0 12.0 11.0 13.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 838
Technical Name app_sale_approval
LicenseLGPL-3
Websitehttps://www.odooai.cn
Versions 10.0 12.0 11.0 13.0 14.0

Sales Approval Workflow

Useful Sales order Workflow: Draft->To Approve->Sent->Confirmed->Checked->Delivery->Invoiced->Locked

Lastest update: v12.19.05.22

Key features:
  • 1. You can set sales order workflow like: Draft->To Approve->Sent->Confirmed->Checked->Delivery->Invoiced->Locked
  • 2. Set Two Step Confirm on Sale Orders.
  • 3. Set a Minimum Amount on Sale Order to_approve by sale manager.
  • 4. Set Two Step Check to create invoice and lock the Sale Orders.
  • 5. Set the state title of double confirm and double check.
  • 6. The manager can approve or refuse the sale order.
  • 7. The Status of order would high light in the order form.
  • 8. Only after approve workflow, can the Sales order to procurement by MTS or MTO.
  • 9. Only after check workflow, can the Sales order to create invoice.
  • 10.The workflow of approve or check would log in sale order.
  • 11.Optimize sales menu. Add standalone menu for key status of sales order.
  • 12. Multi-language Support.
  • 13. Multi-Company Support.
  • 14. Support Odoo 16, 15, 14, 13, 12, 11, Enterprise and Community Edition.
  • 15. You can archive a done or cancelled sale order. To get a clean sale management.

You can set sales order workflow like: Draft->To Approve->Sent->Confirmed->Checked->Delivery->Invoiced->Locked

The manager can approve or refuse the sale order

Setup the workflow

Setup the workflow

Setup the manager (user access right menu) or the team leader.

Optimize sales menu. Add standalone menu for key status of sales order.

Quotation and sale order menu

Sale approve workflow

Apply approve for the sale order

If not approved, you can not send the quotation

Manager can approve or refuse the quotation

Fill the refuse reason

The status would high light in the order

Important! Only after approve and send the quotation, then you can confirm the sale order.

Sale Check workflow, Almost same as approve flow.

Apply check for the sale order

Manager can check or refuse the order, If not check, you can not create the invoice

The status would high light in the order

Technical Help & Support

For any type of technical help & support requests, Feel free to contact us

odoo@china.com

Via QQ: 300883 (App user would not get QQ or any other IM support. Only for odoo project customize.)

300883@qq.com

Visit our website for more support.

https://www.odooai.cn

More Powerful addons, Make your odoo very easy to use, easy customize: odooai.cn Odoo Addons

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after adding sale line
by
islam
on 9/7/20, 11:26 PM

that mean change order ok? then the system will notify the manager by new changes?

approved lock?
by
islam
on 9/6/20, 12:59 AM

when sales manager approve that mean the sales man couldn't modify the order or not? 

Re: approved lock?
by
ivan deng
on 9/6/20, 8:22 AM Author

follow odoo rule.


can add sale line but not edit sale line