Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 727 |
Technical Name |
sh_sale_dynamic_approval |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 727 |
Technical Name |
sh_sale_dynamic_approval |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |

Sale Dynamic Approval

This module allows you to set dynamic and multi-level approvals in quotation/sale order so each order can be approved by many levels. Sale orders can be approved based on untaxed/ total amount and approved by particular users or groups they get emails notification about orders that waiting for approval. When a sale order approves or rejects salesperson gets a notification about it.
Hot Features

Features

- You can set dynamic approvals on sale orders.
- You can set different approvals on different orders.
- Sale orders can approve based on untaxed/ total amount.
- Sale orders can be approved by a particular user or group.
- Salesperson gets a notification when a sale order approves or rejects.
- You can create a flexible approval process.
- No special configuration required, install it, use it.
You have to define the minimum amount based on tax amount or without tax amount.

Approval configuration menu.

Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.

Approved Process By, there are two types 1. User , 2. Group. Userwise means to define that person who approved the sales, in this wizard select the user.

Approve type 2. Group that means only specific groups users will give approval like sales admin, invoice advisor etcâ¦

Salesperson submits quotation for approval by pressing the âConfirmâ button. so that the sale order will automatically set the âWaiting for Approvalâ stage. Auto fetch Approval Level based on configured approvals setup and minimum limit.

After confirmed by the salesperson, Auto set next level approvers in the Approval Info tab. If next approval is required.

Email notification sent to approvers for approval quotation.

There
are
two
menus
for
1.
My
Approval:
Only
access
those
quotations
which
are
assigned
to
him.
2.
Waiting
Approval:
Salesperson
can
access
own
quotation
which
is
in
Waiting
for
Approval
and
Approved
stage.

Approval Flow

There are 2 approvers the first approver approves the quotation.

After approved by the approved person, Auto set the next level approvers in the Approval Info tab. If next approval is required.

Email notification sent to approvers for approval quotation.

Now the second approver approves the quotation.

So sale order created.

Email notification sent to approvers for approval quotation.

Rejection Flow

There are 2 approvers If the first approver rejects the quotation that means that quotation will be canceled no more second approver is needed.

After click on the âRejectâ button, this wizard will pop up, here the approver has to add a reason for rejecting the quotation.

After rejection, it auto set the rejection information in the "Reject Order Info".

Email notification of rejection looks like this.

Salesperson gets a notification when a sale order approves or rejects.

Version 18.0.2 | Released on : 6th November 2024
Version 18.0.1 | Released on : 16th September 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at sales@softhealer.comto request customization.
- No, currently it does not work if the product type is selected as a combo product. For more details, please contact our support team at support@softhealer.com.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
- No, this application is not compatible with odoo.com(odoo saas).
Multi-Languages







Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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