| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 127 |
| Technical Name |
codex_sales_approvals |
| License | LGPL-3 |
| Website | http://www.codeexperts.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 127 |
| Technical Name |
codex_sales_approvals |
| License | LGPL-3 |
| Website | http://www.codeexperts.com |
Sale Approvals Management
Key Features
Two-Level Approval Workflow
Sequential validation through Waiting Sales Manager Approval and Waiting Costing Approval states. Orders automatically progress through the chain based on amount thresholds, ensuring proper oversight before confirmation.
Amount-Based Conditional Routing
Configurable minimum amount threshold determines approval depth. Orders below threshold confirm immediately after Sales Manager approval; amounts exceeding the minimum require additional Costing Manager validation.
Sales Manager Authorization
First-level approval restricted to users with Sales Manager group permissions. Managers evaluate commercial terms and either approve, reject, or forward high-value orders to costing for financial review.
Cost Validator Security
Dedicated Sale Cost Validator group for financial oversight of high-value orders. Only designated costing personnel can perform final authorization, ensuring margin protection and pricing policy compliance.
Enforced Approval Workflow
Standard Confirm button is hidden when approval is enabled. Users must click Request Approval to initiate validation. Attempting to confirm without approval triggers validation errors.
Instant Rejection & Reset
Reject button available to both Sales Managers and Cost Validators immediately returns orders to Draft state. Users can correct details and resubmit without creating new records.
Detailed Usage Guide
Threshold-Based Approval Configuration
Enable the approval workflow from Sales Settings and define the Minimum Sale Order Amount. When activated, the standard Confirm button is hidden, forcing all orders through the validation chain before confirmation.
Initiate Approval Workflow
Users cannot confirm orders directly when approval is enabled. Instead, the Request Approval button submits the order to the Sales Manager for initial review. Attempting to confirm without approval triggers a validation error.
First-Level Authorization
Orders await review in Waiting Sales Manager Approval state. Only users with Sales Manager group permissions see the Approve and Reject buttons. Orders below the threshold confirm immediately upon approval; amounts exceeding the minimum route to costing.
Second-Level Costing Validation
High-value orders exceeding the threshold advance to Waiting Costing Approval. Only members of the Sale Cost Validator group can perform final authorization. Upon costing approval, the order automatically confirms and creates the sales commitment.
Role-Based Security Hierarchy
The module leverages the standard Sales Manager group for first-level approval and introduces a dedicated Sale Cost Validator group for financial oversight. Buttons are dynamically displayed based on user group membership and current document state.
Rejection & Correction Workflow
Approvers can Reject orders at any stage, instantly returning them to Draft state for corrections. Unauthorized users attempting to approve receive validation errors. The workflow enforces strict authorization at the code level.
Need Support?
Our dedicated support team is here to help you with installation, configuration, and any questions you may have about the Sale Approvals Management.
| hello@code-experts.co |
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WhatsApp: +973 1722 4488
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