| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 343 |
| Technical Name |
sale_dynamic_approval |
| License | AGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 343 |
| Technical Name |
sale_dynamic_approval |
| License | AGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 16.0 17.0 18.0 |
Why Sale Dynamic Approval?
Sale Dynamic Approval is used to add an extra layer of control before confirming a sales order or moving a lead forward. Instead of letting users confirm high-value sales or sensitive deals directly, this system lets managers review and approve them first. It helps companies avoid mistakes, control risks, and ensure the right people are making final decisions.
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Key Attributesof Sale Dynamic Approval
Multi-level Approval
Supports one or more approval stages (e.g., Sales Manager, then Finance).
Blocking Actions
Prevents confirmation or progression until approval is granted.
User Roles & Permissions
Only specific user or groups of users (e.g., Sales Manager) can approve or reject.
Status Tracking
Easily check if an order is pending, approved, or rejected.
Re-request
You can re-submit approval requests.
To change the status from 'Quotation' to 'Sales Order,' all approvals must be granted
The Sale Dynamic Approval Rule is a feature in Odoo that helps control the movement of sales orders between different stages. Before a sales order can move forward (like from "Quotation Sent" to "Sale Order"), it must be approved by the right person or group. This system automatically creates approval requests based on your rules, and it blocks progress until all required approvals are done. It's a smart way to make sure only authorized users can confirm important sales, helping your business stay organized and secure.
Go to the Sales Order and click on the "Configuration" menu. Select "Sale Dynamic Approval Rule" from the dropdown.
Sale Dynamic Approval Rule lets companies control who can approve sales order state changes, like moving from draft to confirmed. It defines specific transitions between order states (from_state â to_state) and assigns either a user or user group (like Sales Manager) who must approve that transition. You canât select both a user and a group for the same ruleâonly one. Each rule is ordered by a sequence number, can be activated/deactivated, and optionally described. This setup ensures only authorized people approve critical sales actions, adding a layer of security and control in the sales process.
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To get assistance, please visit www.odolution.com to create a support ticket. Simply register on our platform and provide the details of the issue, and our team will work to resolve it promptly.
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