| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 31 |
| Technical Name |
sales_approval_enhancement |
| License | LGPL-3 |
| Website | https://www.appscomp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 31 |
| Technical Name |
sales_approval_enhancement |
| License | LGPL-3 |
| Website | https://www.appscomp.com |
Sales Quotation / Order Discount Approval
This module is designed to enhance control over sales discounts in Odoo. Often,
sales teams may offer large discounts without higher-level approval, which can
hurt profitability. With this module:
I) If any product in a sales order has a discount greater than 10%, the system
blocks confirmation of the order.
II) A new field is_approved is introduced in the sales order form, allowing
managers
to manually approve such orders.
III) Once approved, the order can be confirmed as usual.
IV) Basic access rights are implemented so only managers can approve orders,
maintaining control and security.
V) This ensures all high-discount orders are reviewed before approval, helping
businesses protect their margins and enforce sales policy.
Sales Quotation/ Order Discount Approval
Most Advanced Sales Software.
Sales Quotation/ Order Discount Approval Key Features
Discount Validation:
Blocks confirmation of sales orders where any line item has a discount over 10%, unless approved.
Manual Approval Field
Adds a checkbox is_approved that managers can tick to approve the order and proceed.
Access Control
Only users with Manager rights can approve high-discount orders.
Policy Enforcement
Helps enforce internal sales policies and prevents unauthorized discounting.
Workflow Integration
Seamlessly fits into the standard sales order workflow in Odoo.
Sales Quotation/ Order Discount Approval Screenshots
Sales Order with Discount > 10%:
I) Show a sales order form where a product line has a 15% discount.
II) Show error message: "Discount exceeds 10%. Approval required to confirm this order."
III) System blocks confirmation when discount exceeds allowed limit.
IV) Show the is_approved field visible on the form but unchecked.
IV) Confirmation button disabled or warning shown.
IV) Only approved orders with high discounts can be confirmed.
IV) Show manager user checking the is_approved field.
IV) Now confirmation is allowed.
IV) Manager approval enables order confirmation.
IV) Show user groups: Salesperson vs Manager
IV) Highlight only Managers can approve.
IV) Access rights ensure only authorized users can approve discounts.
Services
Odoo Customization
Odoo Implementation
Odoo Support
Odoo Integration
Odoo Migration
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