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InvOdoo Sale Order Approval

by
Odoo

$ 29.48

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 242
Technical Name invodoo_sale_approval
LicenseLGPL-3
Websitehttps://www.invodoo.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 242
Technical Name invodoo_sale_approval
LicenseLGPL-3
Websitehttps://www.invodoo.com

✅ InvOdoo Sale Order Approval

Version: 18.0.1.0.0 | Author: InvOdoo | Price: $30.00

📋 Overview

The InvOdoo Sale Order Approval module adds a mandatory approval workflow to sale orders. Sales users can create quotations and request approval, but only authorized approvers or managers can approve orders for confirmation. This ensures proper oversight and control over sales transactions.

🎯 Why Use Sale Order Approval?

  • Control: Prevent unauthorized sale order confirmations
  • Oversight: Ensure management reviews all orders before commitment
  • Risk Management: Catch pricing errors, unusual terms, or problematic deals
  • Compliance: Meet internal policies requiring approval for sales
  • Quality: Second pair of eyes on every deal before confirmation
  • Audit Trail: Complete history of who approved what and when

✨ Key Features

  • Four-state approval workflow: Draft → Waiting → Approved/Rejected
  • Request Approval button for sales users
  • Approve, Reject, and Send Back buttons for approvers
  • Automatic activity notifications for approvers
  • Rejection with mandatory reason tracking
  • Complete audit trail in chatter
  • Custom "Sale Approver" security group
  • Prevents confirmation without approval
  • Managers can bypass approval requirement

🔄 Approval Workflow

1. Draft

Draft

Sales user creates quotation

→

2. Request

Waiting

User requests approval

→

3. Decision

Approved
or
Rejected

Manager/Approver decides

→

4. Confirm

Order confirmed (if approved)

📊 Approval States

State Badge Description Available Actions
Draft Draft Initial state when quotation is created Request Approval
Waiting for Approval Waiting for Approval Approval has been requested, pending manager decision Approve, Reject, Send Back (Manager/Approver only)
Approved Approved Order approved by authorized person, can be confirmed Confirm Order
Rejected Rejected Order rejected, cannot be confirmed without resubmission Cancel or Set to Quotation (to restart)

🚀 Getting Started

Prerequisites

⚠️ Required Module:
  • sale_management - Sales Management

The Sales Management module must be installed before installing InvOdoo Sale Order Approval.

Installation

  1. Ensure the sale_management module is installed
  2. Go to Apps menu in Odoo
  3. Remove the "Apps" filter to show all modules
  4. Search for "InvOdoo Sale Order Approval"
  5. Click Install
  6. Wait for installation to complete
✓ Automatic Activation: Once installed, the approval workflow is automatically active for all new sale orders.

Configure User Permissions

Assign users to appropriate security groups:

  1. Go to Settings → Users & Companies → Users
  2. Select the user to configure
  3. Go to Access Rights tab
  4. Under Sales section, assign the appropriate role:
    • User: Own Documents Only - Can create and request approval
    • Sale Approver - Can approve/reject orders
    • Administrator - Can approve/reject and bypass approval
  5. Save the user

👥 User Roles & Permissions

Role Create Orders Request Approval Approve/Reject Bypass Approval See All Orders
Sales User ✅ Yes ✅ Yes ❌ No ❌ No ❌ Own only
Sale Approver ❌ No N/A ✅ Yes ❌ No ✅ Yes
Sales Manager ✅ Yes ✅ Yes ✅ Yes ✅ Yes ✅ Yes

📝 Role Details:

  • Sales User: Can create quotations, add products, set prices, and request approval. Cannot see other users' orders.
  • Sale Approver: Dedicated approval role. Can view all orders, approve or reject them, but cannot create new orders or manage products. Perfect for managers who only need to review and approve.
  • Sales Manager: Full access. Can create orders, approve them, and bypass approval requirement for urgent situations.

📝 How to Use

For Sales Users: Creating and Requesting Approval

Step 1: Create Quotation

  1. Go to Sales → Orders → Quotations
  2. Click Create
  3. Select customer and add order lines
  4. Set prices, terms, and other details
  5. Click Save

Step 2: Request Approval

  1. Review the quotation to ensure accuracy
  2. Click the Request Approval button
  3. The approval state changes to Waiting for Approval
  4. An activity is created for all managers/approvers
  5. Wait for approval decision

Step 3: After Approval

  • If Approved: You can now click Confirm to create a sales order
  • If Rejected: Review the rejection reason in the order form, make corrections, and request approval again
  • If Sent Back: The order returns to draft. Make necessary changes and request approval again
⚠️ Important: You cannot confirm an order without approval (unless you're a manager). Attempting to do so will show an error message.

For Approvers/Managers: Reviewing and Approving Orders

Step 1: Find Orders Awaiting Approval

  1. Check your Activities for "Sale Order Approval Required" notifications
  2. Or go to Sales → Orders → Quotations
  3. Click Filters and filter by approval state = "Waiting for Approval"
  4. Open an order to review

Step 2: Review the Order

  1. Check customer information and credit status
  2. Review products, quantities, and prices
  3. Verify payment terms and delivery conditions
  4. Check total amount and any special discounts
  5. Review any notes or special requirements

Step 3: Make a Decision

You have three options:

Option 1: Approve ✅

  • Click the Approve button
  • Order status changes to Approved
  • Your name and approval date are recorded
  • Activity is marked as done
  • Sales user can now confirm the order

Option 2: Reject ❌

  • Click the Reject button
  • A dialog appears asking for rejection reason
  • Enter the reason (mandatory)
  • Click Confirm Rejection
  • Order status changes to Rejected
  • Rejection reason is visible in the order form
  • Order cannot be confirmed

Option 3: Send Back for Corrections ⚠️

  • Click the Send Back button
  • Order returns to Draft state
  • Sales user can make corrections
  • User must request approval again after changes
  • Use this when order needs minor adjustments
✓ All actions are logged: Every approval decision is recorded in the order's chatter with your name, timestamp, and any notes.

💼 Real-World Scenarios

Scenario 1: Standard Approval Process

Situation: Sales rep Sarah creates a quotation for a new customer

  1. Sarah (Sales User): Creates quotation for $15,000, applies 10% discount, clicks "Request Approval"
  2. System: Changes status to "Waiting for Approval", creates activity for manager
  3. John (Sales Manager): Reviews and clicks "Approve"
  4. Sarah: Sees order is approved, clicks "Confirm"
✓ Result: Order properly reviewed and approved before commitment.

📞 Support & Contact

For technical support, questions, or feature requests:

  • Module: invodoo_sale_approval
  • Version: 18.0.1.0.0
  • Author: InvOdoo
  • Website: www.invodoo.com
  • Price: $30.00 USD
  • Category: Sales
  • License: LGPL-3

✨ Quick Start Summary

  1. Install the module from Apps menu
  2. Assign users to appropriate security groups
  3. Create quotations normally
  4. Request Approval before confirmation
  5. Review and Approve as manager/approver
  6. Confirm approved orders

Ensure proper oversight of every sale!

© 2026 InvOdoo Sale Order Approval Module | Odoo 18 | Controlled Sales Confirmation

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