| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 538 |
| Technical Name |
do_so_approval_matrix |
| License | OPL-1 |
| Website | https://doincredible.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 538 |
| Technical Name |
do_so_approval_matrix |
| License | OPL-1 |
| Website | https://doincredible.com/ |
Key Features
1) SO Approval Workflow: Enables multi-step approval process for Sale orders.
2) Role-Based Approval: Define who can approve based on roles and limits.
3) Approval Matrix: Configurable matrix for department/team-based approvals.
4) Configurable Routes: Flexible route creation from settings.
5) Manager & User Levels: Support for multiple hierarchical approval levels.
6) History Tracking: View approval logs and decision records.
7) Integrated with HR: Approval matrix linked to employee roles.
8) Easy Setup: Fully configurable through Odoo backend UI.
Module Information & User Guide
Sales Order Configuration View
Easily configure approval rules and enable the approval workflow for Sales Orders in the system settings.
Create Sales Order Approval Team
Define teams or specific users who are responsible for reviewing and approving sales orders. Assign approval levels based on roles and hierarchy.
Create Sales Order & Confirm
Create a new sales order, choose the relevant sales team, and trigger the approval workflow upon confirmation. The system routes the order to the appropriate approvers.
Approve Sales Order & View History
Approvers can see, full approval history of the sales order.
Sales Order Pending Approval
A dedicated menu shows all sales orders that are awaiting approval, categorized by user, team, or status for streamlined decision-making.
Help & Support
NEED CUSTOMIZATION
MODULE SUPPORT
HAVE ANY QUESTION
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