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 |
License | LGPL-3 |
Website | https://www.odooai.cn |
Versions | 10.0 12.0 11.0 14.0 13.0 |
Sales Approval Workflow
Useful Sales order Workflow: Draft->To Approve->Sent->Confirmed->Checked->Delivery->Invoiced->Locked
Lastest update: v12.19.05.22
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/banner.png?395f610)
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
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/flow1.png?395f610)
The manager can approve or refuse the sale order
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/flow2.png?395f610)
Setup the workflow
Setup the workflow
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/setup1.jpg?395f610)
Setup the manager (user access right menu) or the team leader.
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/setup2.jpg?395f610)
Optimize sales menu. Add standalone menu for key status of sales order.
Quotation and sale order menu
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/salea.jpg?395f610)
Sale approve workflow
Apply approve for the sale order
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/sale1.jpg?395f610)
If not approved, you can not send the quotation
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/sale2.jpg?395f610)
Manager can approve or refuse the quotation
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/sale3.jpg?395f610)
Fill the refuse reason
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/sale4.jpg?395f610)
The status would high light in the order
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/sale5.jpg?395f610)
Important! Only after approve and send the quotation, then you can confirm the sale order.
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/sale6.jpg?395f610)
Sale Check workflow, Almost same as approve flow.
Apply check for the sale order
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/sale7.jpg?395f610)
Manager can check or refuse the order, If not check, you can not create the invoice
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/sale8.jpg?395f610)
The status would high light in the order
![](http://apps.odoocdn.com/apps/assets/13.0/app_sale_approval/sale9.jpg?395f610)
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after adding sale line
that mean change order ok? then the system will notify the manager by new changes?
approved lock?
when sales manager approve that mean the sales man couldn't modify the order or not?
Re: approved lock?
follow odoo rule.
can add sale line but not edit sale line