| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Recruitment (hr_recruitment) • Sales (sale_management) • Discuss (mail) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 467 |
| Technical Name |
evo_sales_approval |
| License | OPL-1 |
| Website | http://evozard.com/ |
| Versions | 17.0 14.0 15.0 13.0 16.0 12.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Recruitment (hr_recruitment) • Sales (sale_management) • Discuss (mail) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 467 |
| Technical Name |
evo_sales_approval |
| License | OPL-1 |
| Website | http://evozard.com/ |
| Versions | 17.0 14.0 15.0 13.0 16.0 12.0 |
Sales Approval
Using this module, you can set level of approvals on Sales Quotation / Orders.
This app is suited for
Quote Approval / Quote Approval Workflow
Sale Order Approval / Sale Order Approval Workflow
Order Approval / Sale User approval
Multi level approval
Key Features
Define level of Sales approval
Setting of approval workflow on Sales
Managing history of Approved by
Set the level for Approval of Quotations.
Go to Sales --> Configuration --> Approval Workflows . Create Approval Workflow by mentioning Job position and Level.
Create Approval Workflow by mentioning Job Position and Level.
Create Approval Workflow by mentioning User and Level.
Send for Approval
Create Quotation, Click on 'Send for Approval'.
Pending for Approval
Approval status changes from 'Draft' to 'Pending for Approval'.
Approved
Once the quotation is approved by final level user, Approval status will change to 'Approved'.
History of Approval
Check Approval Level tab to get the History of Approval.
List of Pending quotation to approve
Also user can the get list of Pending quotation to approve. Follow the steps below: Step 1: Activate developer mode - Go to Setting - Users & Companies - Users. Step 2: Assign the Show Pending Quotation Approval Menu group to the user.
Menu for Pending of Approval
User will get the Menu Pending of Approval under Sales - Orders.
Set the level for Approval of Quotations
Send for Approval
Pending for Approval
Approved
History of Approval
List of Pending quotation to approve
Menu for Pending of Approval
Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
Please contact us on Skype.
No, You do not need to install any extra libraries.
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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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