| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 158 |
| Technical Name |
eg_sale_dynamic_approve |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 158 |
| Technical Name |
eg_sale_dynamic_approve |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
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Sale Dynamic Approve
The Sale Dynamic Approve module enhances the standard Odoo sales workflow by introducing a structured and configurable approval system for sales quotations. It enables businesses to assign multiple approvers, define approval hierarchies, and ensure that quotations are validated by the right stakeholders before being confirmed as sales orders.
Features
Configurable Approval Teams
The module allows administrators or sales managers to create dedicated approval teams tailored to their organizationâs structure. Each team can include multiple users responsible for validating sales quotations.
Multi-Level Quotation Approval Workflow
sales quotations can be assigned to specific approval team members directly from the quotation form. Each assigned user plays a role in the approval chain, ensuring that no quotation is finalized without proper validation.
Screenshot
1.) Sales Approval Teams Configuration
A centralized setup area where sales managers can define and manage approval teams.
Navigation : Sales → Configuration → Sale Approve Teams
2.) Sales Quotation with Assigned Approvers
Within the quotation form, approvers can be selected from the configured teams, making it simple to assign responsibility for validation.
3.) Approval Restriction and Error Handling
When an unauthorized user attempts to confirm a quotation, the system enforces validation rules by restricting the action.
User Guide
Teams
team@inkerp.com
Suggested Products
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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