Sale Quotation Discount Approval

Sale Quotation Discount Approval

A simple and effective approval workflow for controlling discounts in Odoo Sales

Key Features

• Set a discount limit for each Sales Team.
• Automatically block quotations that exceed the limit.
• Send an email notification (via external SMTP) to the team leader for approval.
• Team Leader can approve or reject the order.
• Fully integrated with standard Sales workflow of Odoo.

How It Works

1. Create & Configure an Outgoing Mail Server

Go to Settings - Technical - Email - Outgoing Mail Servers and create a new outgoing server.

2. Select the Outgoing Mail Server in the Email Template

Go to Settings - Technical - Email - Email Templates and search for Sale Discount Approval. Select the outgoing mail server created in the previous step.

3. Grant Team Leader Access Rights

Go to Settings - Users and Companies - Users and select a user who is a team leader. Enable the checkbox Sale Discount Approver.

4. Set Discount Limit for Each Sales Team

Go to Sales - Configuration - Sales Teams and open or create a team. Assign the team leader and set the discount limit percentage.

5. Create a Quotation

When a salesperson tries to confirm a quotation with a discount exceeding the limit, the confirmation is blocked. After clicking Request Approval, the quotation is marked as Waiting for Approval.

6. Team Leader Approval

There are two ways for a team leader to approve or reject a quotation.

Option 1: Approve from Odoo UI

Go to Sales - Sale Approvals - Approval Requests and open the quotation. This menu is only visible to users in the Sale Discount Approver group.

Approve or Reject

Option 2: Approve via Email

7. Confirm the Order

Once approved, the salesperson can confirm the order normally.