Smart Approval Matrix for Sales - Order & Commercial Workflows
by Odoo GlobalOps https://apps.odoo.com/apps/modules/browse?search=globalops$ 110.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1043 |
| Technical Name |
approval_matrix_extended_sale |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1043 |
| Technical Name |
approval_matrix_extended_sale |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
| Versions | 18.0 19.0 |
Approval Matrix â Sale Orders
Introduce a commercial review step before any sale order is confirmed. Control discounts, large deals, and non-standard terms with a configurable approval chain.
Commercial Review Gate
Require manager or director approval before a sale order is confirmed and committed to the customer. Prevent unauthorized discounts or non-standard pricing from being locked in.
Amount & Customer Filters
Target rules at high-value deals or specific customers. Apply a light one-step approval for standard orders and a stricter chain for large or strategic accounts.
Auto-Confirm on Full Approval
When every required approval stage passes, the sale order is confirmed automatically and the fulfillment process begins â no second action from the salesperson.
Configure the Approval Rule
Set amount thresholds, customer and company filters, and define the approver chain for sale orders within your conditions. Apply different approval levels for different deal sizes.
Sale Order Is Held
When a matching order is saved or the Confirm button is clicked, Odoo assigns activities to the required approvers and blocks confirmation until all stages are cleared.
Approve & Auto-Confirm
Authorized approvers approve or refuse directly from the sale order form. When all stages pass, the order is confirmed automatically and the fulfillment process begins.
Approval Rule Configuration
Configure amount thresholds, customer and company scope, and the full multi-step approver chain from one rule form. Apply stricter approval for large deals and lighter flows for routine orders.
Approve & Refuse on the Sale Order
Authorized approvers see the Approve and Refuse buttons directly in the order header. The Confirm button is hidden while the order is pending approval â the salesperson cannot override it.
Pending Approver Widget
The avatar strip shows exactly who needs to act on the current approval step. Non-approvers see the widget too â they know who to contact without asking around or checking emails.
Activity Sent to Approver
Odoo automatically assigns a scheduled activity to each required approver with the order details and a deadline. Approvers can act from their activity feed without searching for the document.
Resubmit After Refusal
If an order is refused â for pricing, terms, or any commercial reason â the salesperson corrects it and resubmits with one click. The refusal is preserved in the history for full traceability.
Auto-Confirmed After Final Approval
Once all required stages pass, the sale order is confirmed automatically and fulfillment begins. No extra step from the salesperson â the customer relationship continues without delay.
Approval History per Sale Order
Every approval action is permanently logged against the sale order: who approved or refused, at which step, when, and any notes from the commercial review. Full accountability in one place.
Sales Managers
Review and approve large or strategically important deals before they are committed and communicated to the customer.
Finance Teams
Require sign-off on orders with unusual payment terms or above revenue thresholds before they are confirmed.
Commercial Directors
Maintain authority over pricing decisions and non-standard contract terms without being a bottleneck for routine orders.
Operations Teams
Ensure capacity and resources are committed only after the deal is properly vetted and signed off at the right level.
No Unauthorized Commitments
Sale orders above your defined threshold cannot be confirmed without the required management sign-off â no exceptions.
Discount & Pricing Control
Stop non-standard pricing from being locked into confirmed orders without a commercial review at the right level.
Clean Sales Record
Every approval decision is permanently recorded against the sale order for full commercial accountability and audit readiness.
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Ready to Control What Gets Committed to Your Customers?
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