| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1146 |
| Technical Name |
pc_approval_matrix_sale_order |
| License | AGPL-3 |
| Website | http://www.portcities.net |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1146 |
| Technical Name |
pc_approval_matrix_sale_order |
| License | AGPL-3 |
| Website | http://www.portcities.net |
Sales Order Approval Matrix
Approval Matrix Sales Order is a module that allows businesses to define and enforce
approval rules for sales orders.
It enables the setting of unique conditions for triggering approval requests, and
assigns appropriate approvers based on the approval matrix.
By utilizing this module, businesses can ensure all necessary approvals are obtained
for sales orders, improving efficiency and accuracy in the sales process.
This module is part of the Approval Matrix suite, which includes the Approval Matrix
Purchase Order, and
Invoice.
Features
Rule Definition
Set rules and designate approvers for each Sales Order to ensure proper review and approval.
Approver Tracking
Track the progress of the approval process and see who still needs to approve.
Notifications
Send automated notifications to approvers once a Sales Order is confirmed.
Approve/Reject
Approvers can approve or reject a Sales Order directly from the Sales Order view.
How to use Sales Order Approval Matrix
- Purchase & install the core module of Approval Matrix
- Install this module
- Go to Settings → Users & Companies → Users
- Choose which user to grant the access to the Approval Matrix
- In the Other section inside the Users view, fill in the Approval Matrix and Rejection Message part, then Save & Refresh
- Go to Approval Matrix and create a new rule for Sales Order
- Define your rules and users to approve the request
- Once a Sales Order is confirmed, it will sent request(s) to your defined Approvers
- The Sales Order's state will be moved to To Approve
- To approve/reject, go to the Sales Order and click on the Approve / Reject button
Contact & Support
Having trouble with the module or need additional features?
Contact us at:
Email : modules@portcities.net
Website : https://www.portcities.net
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