Tripple Approval Sales Quote and Order

by
Odoo

$ 107.95

v 16.0 Third Party 11
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 515
Technical Name sale_tripple_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 13.0 18.0 17.0 12.0 11.0 16.0 15.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 515
Technical Name sale_tripple_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 13.0 18.0 17.0 12.0 11.0 16.0 15.0 14.0

Triple Approval Sale Order Process

Sale Order Triple Approval Workflow

Triple Approval on Sale Order Odoo App

Sale Order Approval Process

Approval Sales Order Triple: Sales Manager -> Finance Manager -> Director Approval.

System is flexible to have approval buttons based on amounts configured on sales settings and based on the amount of sales order approval process will happen.
Example: if the sale amount is less than 5000 then it only requires single level approval but if the amount of sale order is greater than 5000 and less than 8000 then it will need Sales manager + Finance Manager approval. And if the amount is greater than the directorial approval amount then it will need Sales manager + Finance Manager + Director Approval.

Main Features:
  • Allow you to configure Finance Approval Start Range, Stop Range under Sales settings.
  • Allow you to configure Director Approval Start Range, Stop Range under Sales settings.
  • For more details please check below screenshots and watch the video.

Menus Available:

  • Sales
    • Orders Approval
      • Department Approvals
      • Director Approvals
      • Finance Approvals
    • Invoicing
      • Customers
        • Orders Approval
          • Finance Approvals

Sales Order Workflow Sample Example Users in Screens and Video

  • SO User ===> Hams Washington
  • SO Sales/Department Manager ==> John Marks
  • SO Finance Manager ==> Robert
  • SO Director Manager ==> Kevin Kells
    •

Edition Compatibility:


Enterprise Odoo.sh Community

Sales Order Approval Process

Sales Settings for Approval Setup

New Groups on User Form

Sales Order [Odoo Standard]

Sales Order Approval Details

Set to Sales/Department Manager, Finance Manager, Director Manager.

Sale App with Sale Manager / Department Manager Approve Menu

Sales Manager / Department Manager Approve Button

Email Notification to Next Level Person to Approve

Sale Order for Finance Approve Menu under Accounting

Finance Manager Approve Button

Email Notification to Next Level Person to Approve

Sale App with Director Approve Menu

Director Manager Approve Button

Email Notification to Next Level Person to Approve

Sale Order Done [Odoo Standard]

Refuse Sale Order Process

Refuse Button for All Managers

Wizard to Refuse Reason

Refuse Update on Sale Order

Refuse EMail Template

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

    •

  • Odoo Support

    •

  • Odoo Customization

    •

  • Odoo Migration

    •

  • Odoo Training

    •  
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).

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