$ 32.77
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 686 |
| Technical Name |
bd_sales_dynamic_approval |
| License | OPL-1 |
| Website | https://www.beyondatagroup.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 686 |
| Technical Name |
bd_sales_dynamic_approval |
| License | OPL-1 |
| Website | https://www.beyondatagroup.com |
Dynamic Sales Approval
ADD A PERSONAL TOUCH AND AID IN NAVIGATION AND ORGANIZATION
This customization not only adds a personal touch to the interface but also aids in efficient navigation and organization within the Odoo system.
Supported Editions
Dynamic Sales Approval
Community
Enterprise
odoo
sh.
KEY HIGHLIGHTS
Dynamic Sales Approval
Configurable Amount-Based Rules
Set minimum total or untaxed amount thresholds to trigger approvals dynamically, with support for multiple sequential levels.
Company‑Specific Setup
In multi‑company environments, each company can have its own approval rules and authorized approvers.
Multi-Level User/Group Approvals
Assign approvers by specific users, groups, or sales teams, allowing flexible workflows for different quotation values or conditions.
Automated Notifications
Send email alerts to approvers upon submission, approval, or rejection, keeping sales teams informed throughout the process.
Approval History Tracking
View complete approval logs, current status, and approver details directly in the sales order form's Approval Info tab.
Rejection Handling
Approvers can reject with reasons via wizard, moving the quotation to rejected status without further approvals
Overview
Dynamic Sales Approval
Dynamic Sales Approval for Odoo implements configurable multi-level approval workflows for
sales orders and quotations, ensuring oversight based on amount thresholds, user roles, or
groups. This module enhances control over high-value sales, maintains compliance, and
prevents unauthorized confirmations until all approvals are secured.
Dynamic Sales Approval for Odoo implements configurable multi-level approval workflows for sales orders and quotations, ensuring oversight based on amount thresholds, user roles, or groups. This module enhances control over high-value sales, maintains compliance, and prevents unauthorized confirmations until all approvals are secured.
Screenshots
Dynamic Sales Approval
Dynamic Approval Configuration
Go to Sales Module → Configuration → Settings, then enable the ‘Dynamic Sales Approval’ checkbox.
Set the approval rule based on the minimum amount of either ‘Total’ or ‘Before Tax Amount’.
Approval Configuration
Go to Sales Module → Configuration → Approval Configuration.
Create a company-specific sales order approval rule by setting the minimum approval amount and defining the approval details.
There are two types of approval processes:
User
Select ‘User’ as the approval type and specify the person responsible for approving the Sales Order.
Group
Select the approval process as ‘Group’, then choose the group name. The Sales Order will be approved by any user from the selected group.
Confirm Sales Order
The user can click the ‘CONFIRM’ button on a draft sales order to initiate the approval process.
If approval is based on 'Total', the system will check the total amount. Otherwise, it will use the 'Before Tax Amount'.
The approval levels will be fetched automatically based on the configured rules and the minimum amount set.
Email Notification of Submit for First Approval
An email notification will be sent to the first approver when the Sales Order is submitted for approval.
Approve Sales Order by First Approver
The first approver can click the ‘Approve’ button to approve the sales order.
Email Notification of Submit for First Approval
Approve Sales Order by Second Approver
The second approver can click the ‘Approve’ button to finalize the sales order.
Once the sales order is approved by the final approver, it gets confirmed automatically.
All approver details can be viewed under the ‘Approval Info’ tab.
Email Notification for Confirmed Sale Order
Reject Sales Order
The approver can click the ‘Reject’ button to reject the Sales order.
Sale Reject Wizard
When the 'Reject' button is clicked, the approver must enter a rejection reason in the popup wizard.
Rejected Sales Order
After the Sale order is rejected by the approver, it moves to the ‘Rejected’ stage and no further approvals are required.
The user can view the rejection details under the 'Approval Info' tab.
Email Notification for Rejected Sale Order
Waiting Approval Menu
Go to Sales Module → Orders → Waiting Approval to view all sales orders pending approval.
Users can access and view their own sales orders that are currently in the ‘Waiting for Approval’ stage for faster review and action.
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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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