We have added predefined
some languages(English,
German / Deutsch, Arabic,
Spanish / Espanol, French
/ Francais, Chinese, Portuguese/Portugal) in
module, If you want to
add other language you
can contact us on support@softhealer.com.
We use google translator
tools for multi-languages
so possible translations
can be not accurate. we
accept suggest to make
more accurate
translations also on support@softhealer.com.
Sale Dynamic Approval | Sale Order Dynamic Approval | Quotation Dynamic Approval | Dynamic Sale Approval | Sale Approval Process | Sale Order Approval Process
by Softhealer Technologies https://www.softhealer.com
Odoo
$ 33.59
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 724 |
| Technical Name |
sh_sale_dynamic_approval |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 18.0 17.0 13.0 12.0 15.0 14.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 724 |
| Technical Name |
sh_sale_dynamic_approval |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 18.0 17.0 13.0 12.0 15.0 14.0 16.0 |
Community
Enterprise
Odoo.sh
Sale Dynamic Approval
This module allows you to set dynamic and multi-level approvals in quotation/sale order so each order can be approved by many levels. Sale orders can be approved based on untaxed/ total amount and approved by particular users or groups they get emails notification about orders that waiting for approval. When a sale order approves or rejects salesperson gets a notification about it.
Hot Features
Sale/Quotation Dynamic
Approval
Approved By
Particular User
Approved By
Particular Group
Email/Popup
Notification
Approve Based On
Total Amount
Approve Based On
Untaxed Amount
Features
- You can set dynamic approvals on sale orders.
- You can set different approvals on different orders.
- Sale orders can approve based on untaxed/ total amount.
- Sale orders can be approved by a particular user or group.
- Salesperson gets a notification when a sale order approves or rejects.
- You can create a flexible approval process.
You have to define the minimum amount based on tax amount or without tax amount.
Approval configuration menu.
Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.
Approved Process By, there are two types 1. User , 2. Group. Userwise means to define that person who approved the sales, in this wizard select the user.
Approve type 2. Group that means only specific groups users will give approval like sales admin, invoice advisor etc.
Salesperson submits quotation for approval by pressing the "Confirm" button. so that the sale order will automatically set the "Waiting for Approval" stage. Auto fetch Approval Level based on configured approvals setup and minimum limit.
After confirmed by the salesperson, Auto set next level approvers in the Approval Info tab. If next approval is required.
Email notification sent to approvers for approval quotation.
There
are
two
menus
for
1.
My
Approval:
Only
access
those
quotations
which
are
assigned
to
him.
2.
Waiting
Approval:
Salesperson
can
access
own
quotation
which
is
in
Waiting
for
Approval
and
Approved
stage.
Approval Flow
There are 2 approvers the first approver approves the quotation.
After approved by the approved person, Auto set the next level approvers in the Approval Info tab. If next approval is required.
Email notification sent to approvers for approval quotation.
Now the second approver approves the quotation.
So sale order created.
Email notification sent to approvers for approval quotation.
Rejection Flow
There are 2 approvers If the first approver rejects the quotation that means that quotation will be canceled no more second approver is needed.
After click on the "Reject" button, this wizard will pop up, here the approver has to add a reason for rejecting the quotation.
After rejection, it auto set the rejection information in the "Reject Order Info".
Email notification of rejection looks like this.
Salesperson gets a notification when a sale order approves or rejects.
Version 16.0.3 | Released on : 10thOctober 2023
Fixed
Minor Bug Fixed.
Version 16.0.2 | Released on : 19th May 2023
New
Sale order portal view updated
Version 16.0.1 | Released on : 28th October 2022
Initial
Initial
Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas).
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install additional libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- No, We do not provide any kind of exchange.
Multi-Languages
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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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Any abuse of this reporting system will be penalizedVery good app as we needed, implement and run already, thanks
Re:
Hello There,
Thank you for the valuable rating & reviews you recently provided us. We appreciate the time and effort you took to share your thoughts with us.
Best regards,
Team Softhealer
Not found with suscription module
Hello, currently the module is not working with products that have a recurrence and the subscription module is being used, when I confirm the sale it does nothing.
Please help!
I need it to work with any type of product!
Regards
Re: Not found with suscription module
Hello There,
Thank you for your valuable feedback. Your feedback is essential to us, and we truly value your concerns. In order to better understand the specifics of your input, we humbly request you to kindly raise a ticket at our dedicated support email support@softhealer.com. We are eager to engage in a thorough and meaningful discussion with you to ensure that we can address your points in the most satisfactory manner possible. Thank you for giving us this opportunity to improve our services and meet your expectations.
Thank you!
Team Softhealer
Can this module automatically get triggered in the website module?
Re:
Yes When you create sale order from website then also approval flow triggered.