Sale Dynamic Approval | Sale Order Dynamic Approval | Quotation Dynamic Approval | Dynamic Sale Approval | Sale Approval Process | Sale Order Approval Process

by
Odoo

34.04

v 15.0 Third Party 11
Required Apps Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 757
Technical Name sh_sale_dynamic_approval
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 12.0 v 14.0
You bought this module and need support? Click here!
Required Apps Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 757
Technical Name sh_sale_dynamic_approval
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 12.0 v 14.0
logo
Community Enterprise Odoo.sh

Sale Dynamic Approval

heading

This module allows you to set dynamic and multi-level approvals in quotation/sale order so each order can be approved by many levels. Sale orders can be approved based on untaxed/ total amount and approved by particular users or groups they get emails notification about orders that waiting for approval. When a sale order approves or rejects salesperson gets a notification about it.

Hot Features

heading
Sale/Quotation Dynamic Approval
Approved By Particular User
Approved By Particular Group
Email/Popup Notification
Approve Based On Total Amount
Approve Based On Untaxed Amount

Features

heading
  • You can set dynamic approvals on sale orders.
  • You can set different approvals on different orders.
  • Sale orders can approve based on untaxed/ total amount.
  • Sale orders can be approved by a particular user or group.
  • Salesperson gets a notification when a sale order approves or rejects.
  • You can create a flexible approval process.
  • No special configuration required, install it, use it.

You have to define the minimum amount based on tax amount or without tax amount.


Approval configuration menu.


Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.


Approved Process By, there are two types 1. User , 2. Group. Userwise means to define that person who approved the sales, in this wizard select the user.


Approve type 2. Group that means only specific groups users will give approval like sales admin, invoice advisor etc…


Salesperson submits quotation for approval by pressing the ‘Confirm’ button. so that the sale order will automatically set the ‘Waiting for Approval’ stage. Auto fetch Approval Level based on configured approvals setup and minimum limit.


After confirmed by the salesperson, Auto set next level approvers in the Approval Info tab. If next approval is required.


Email notification sent to approvers for approval quotation.


There are two menus for
1. My Approval: Only access those quotations which are assigned to him.
2. Waiting Approval: Salesperson can access own quotation which is in Waiting for Approval and Approved stage.


Approval Flow


There are 2 approvers the first approver approves the quotation.


After approved by the approved person, Auto set the next level approvers in the Approval Info tab. If next approval is required.


Email notification sent to approvers for approval quotation.


Now the second approver approves the quotation.


So sale order created.


Email notification sent to approvers for approval quotation.


Rejection Flow


There are 2 approvers If the first approver rejects the quotation that means that quotation will be canceled no more second approver is needed.


After click on the ‘Reject’ button, this wizard will pop up, here the approver has to add a reason for rejecting the quotation.


After rejection, it auto set the rejection information in the "Reject Order Info".


Email notification of rejection looks like this.


Salesperson gets a notification when a sale order approves or rejects.

Version 15.0.3 | Released on : 10th January 2022

Update We have added a base module in depends which is a free module so please whenever you update with the latest v15.0.3 please install the base module first then install the latest updates.

Version 15.0.2 | Released on : 20th November 2021

Fixed Bus Notification Issue Fixed.

Version 15.0.1 | Released on : 10 October 2021

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

heading
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish Chinese French

You May Also Like

heading

Most Demanded Apps

heading
Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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.