| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 221 |
| Technical Name |
sale_order_approval |
| License | OPL-1 |
| Website | https://sodexis.com/ |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 221 |
| Technical Name |
sale_order_approval |
| License | OPL-1 |
| Website | https://sodexis.com/ |
| Versions | 16.0 17.0 18.0 |
Sale Order Approval
Description
This module enables managers to set a sales order limit. If the total amount exceeds the defined limit, employees must obtain manager approval before confirming the order.
Configuration
To enable this feature, go to Settings - - > Sales - - > Quotations & Orders, enable the “Order Approval” boolean, and specify the “Minimum Amount”.
When a user has "Own Documents Only" access to sales, they cannot approve a sales order if the amount exceeds the “Minimum Amount”.
A user with “Administrator” access to sales can approve a sales order if the amount exceeds the “Minimum Amount”.
Functionality
If a sales order is placed for an amount less than the “Minimum Amount”, any user can move it to the “Sales Order” state by confirming the quotation.
If a sales order is placed for an amount greater than or equal to the Minimum Amount, and a user with "Own Documents Only" access confirms the order, it moves to a new state called "To Approve". Once in the "To Approve" state, the user cannot proceed with the order until it is approved.
An order in the "To Approve" state can only be approved by a user with Sales Administrator access. They have a dedicated "Approve" button on the sales order. Clicking the "Approve" button moves the order to the "Sales Order" state.
Credits
Contributors
- Sodexis <apps@sodexis.com>
This module is maintained by Sodexis.
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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