| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Studio (web_studio)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 66 |
| Technical Name |
smart_sale_approval_studio |
Smart Sale Order Approvals
Automatically put the right people in charge of approving each sale order—no complex security tweaks required.
Overview
Odoo Studio’s standard approval rules only recognise users that belong to a specific security group. That can be limiting—what if the sales order really needs sign‑off from the customer’s account owner or the shipping contact’s manager?
Smart Sale Order Approvals widens the net by automatically adding relevant partner‑related users to the approver list. No spreadsheets, no manual tagging—just the right eyes on every deal.
Key Benefits
- ✅ Auto‑detects approvers linked to the customer, invoice & shipping contacts
- ✅ Works inside the familiar Approve flow—no new buttons or menus
- ✅ Real‑time eligibility: users see the Validate button only when they are allowed to
- ✅ Keeps your existing group‑based rules intact for other models
- ✅ Lightweight add‑on—zero impact on performance
- ✅ Helps sales move faster while preserving control
- ✅ Reduces IT overhead—no security updates each time teams change
- ✅ Compatible with multi‑company setups and time‑zones
- ✅ Clean uninstall: removes itself without touching your data
- ✅ Full logging for audit & troubleshooting
How It Works
1. Install & Activate
Load the add‑on and refresh your browser. No extra configuration needed.
2. Keep Your Rules
Your existing Studio approval rules stay untouched. The module quietly expands them for sale orders.
3. Auto‑Assign Approvers
Whenever a sale order enters approval, the system checks the linked contacts and seamlessly adds their account owners to the approver list.
Approvals keep flowing—even if sales teams reshuffle.
Screenshots
2. By default, only the Admin has access to approve the Sales Order.
3. Before assigning a salesperson to the Customer, Invoice Address, or Delivery Address.
4. Therefore, I was not able to approve the Sales Order for this customer.
5. After assigning a salesperson to the Customer, Invoice Address, or Delivery Address.
6. Now I am able to approve the Sales Order related to this customer.
7. Users with access to the security group can still approve quotations for any customer, following the default Odoo Studio flow.
Our Odoo Services
Customization
Implementation
Support
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