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Wholesale Sales Approval

by
Odoo

7.00

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Discuss (mail)
Invoicing (account)
Lines of code 164
Technical Name wholesale_sales_approval
LicenseAGPL-3
Websitehttps://www.pragmatic.com.pe
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Discuss (mail)
Invoicing (account)
Lines of code 164
Technical Name wholesale_sales_approval
LicenseAGPL-3
Websitehttps://www.pragmatic.com.pe

Quotation Approval - Pragmatic

Ensures proper control based on each user's permissions

Approval Permission Settings

Users with approval permissions will be assigned by company.

Image registration process

Those with the appropriate permission will be able to approve quotations within the system.

Approval Process for Users Without Permission

When a quotation requiring approval is created, if the user does not have approval permission, they must wait for an authorized person to perform the action. When requesting approval, the system will create an activity to notify the authorized user, alerting them to the pending task and allowing them to complete the approval as soon as possible.

View of the alert created when the user without approval permission confirms

Report generation process

View for the user with approval permission

Final validated report

Approval Tracking

Users with the corresponding permissions will see the option to approve quotations.

Report generation process

In addition, the system will record who performed the approval, ensuring transparency and traceability. All this information will be properly saved in the history for reference.

Final validated report

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