| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 290 |
| Technical Name |
kx_sale_order_approval_workflow |
| 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 | 290 |
| Technical Name |
kx_sale_order_approval_workflow |
| License | LGPL-3 |
| Website | https://koderxpert.com |
| Versions | 17.0 18.0 |
Single level Approval for Sale Module
In this module you will be able to set single level approval for Sale module.
Explore This Module
Overview
In this module , you will be able to Add a single-level approval system to sales orders, displaying a "Send To Approval" button for orders above a specified minimum amount. Users can approve the order themselves only after it has been approved by an approver. Without approval, users cannot approve the order.
Features
Available in Odoo 18.0 Community and Enterprise.
View detailed Sale Single 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.
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.
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.
Validation Error for send by email
Validation error for sending by email until the order has been approved after the condition is applied.
Validation Error for confirmation
Validation error for confirmation until the order has been approved after the condition is applied.
Approver see the quotation
In this image, the sales quotation displays the "Approve" and "Reject" buttons and also shows the request for approval.
Sales Order with Approved
On this page, we can see that the sales order has been approved by the approver. After approval, the user will confirm the order themselves.
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.
Sale Order Rejected"
The sales order has been rejected by the approver.
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