| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 430 |
| Technical Name |
kx_multi_level_approval |
| License | LGPL-3 |
| Website | https://koderxpert.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 430 |
| Technical Name |
kx_multi_level_approval |
| License | LGPL-3 |
| Website | https://koderxpert.com |
| Versions | 17.0 18.0 |
Multi level Approval for Sale Module
In this module you will be able to set multi level approval for Sale module.
Explore This Module
Overview
"In this module, you will be able to set up multi-level approval for sales orders. The approval process, shown in a dedicated 'Approval' tab, features real-time notifications and alerts. The sales team manages teams and approvers, integrating seamlessly with existing Sale modules for a structured and efficient approval workflow."
Features
Available in Odoo 18.0 Community and Enterprise.
View detailed Sale Multi Level Approval
Easy setup with no extra configuration required.
Screenshots
Settings for Approval in Sales Module
This screenshot shows a section of the settings in a sales module where you can manage Quotations & Orders options. The 'sale order approval' section is highlighted, with options for 'Minimum amount' including checkboxes. These options are meant to customize how the minimum amount is set for sales orders.
We can add multi Approvers in Sales Team
This screenshot shows a Sales Team option where we can select one or more approvers for a sales order
Sales Quotation Showing Send to approve Button
This image displays a sales quotation with a 'Send to Approve' button. The button will appear after the condition for the minimum amount is applied.
Validation Error for Sale Person and Sales Team
Validation error for Sales Person and Sales Team until the Sales Team and Sales Person are selected.
.png?a9b044e)
Sales Order To Be Approved
Here we see a sales quotation showing a "To be Approved" ribbon, which means the sales quotation has been sent to the approver
.png?a9b044e)
Validation Error for confirmation
Validation error for confirmation until the order has been approved after the condition is applied.
.png?a9b044e)
Validation Error for send by email
Validation error for sending by email until the order has been approved after the condition is applied.
.png?a9b044e)
Approver see the quotation
In this image, the sales quotation displays the "Approve" and "Reject" buttons for approval.
.png?a9b044e)
Sales Order with Approved
On this page, we can see that the Sale order has been approved by the approvers. After approval, the user will confirm the order themselves. It also shows the email template of all actions.
After approved Approver changes the amount
The amount will be changed by the approver after the order has been approved, and the user cannot change the amount, customer field, etc.
Pop-up wizard for rejection reason
Pop-up wizard for rejection reason when a Sale order has been rejected by the approver.
.png?a9b044e)
Sale Order Rejected
The Sale order has been rejected by the approver.
.png?a9b044e)
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