Sale Order Discount Approval
Discount Limit Approval for Sales Orders. Require Sales Manager approval when discount percentage or order amount exceeds your configured limits.
Community Enterprise Odoo.sh Odoo 19Key Features
Sale order discount control with manager approval workflow
Company Discount Limit
Set company-wide maximum discount (%) from Sales Settings.
Per User Discount Limit
Restrict each salesperson with a personal max discount percentage.
Order Amount Approval
Require approval when untaxed amount exceeds your threshold.
Waiting Approval State
Excess discount orders move to Waiting Approval automatically.
Approve / Reject
Managers approve in one click or reject with a required reason.
Email and Activities
Approvers get email, inbox notification, and To-Do activities.
How It Works
Configure Limits
Enable in Sales Settings and set max discount / amount.
Create Quotation
Sales user applies discount. Warning shows if approval needed.
Confirm Order
Order moves to Waiting Approval and notifies approvers.
Manager Decision
Approver clicks Approve or Reject with reason.
Screenshots
Step by step guide with real Odoo screenshots
1. Enable Discount and Amount Approval in Sales Settings
Go to Sales → Configuration → Settings. Enable Discounts and Discount & Amount Approval. Set Max Discount (%), Amount Threshold, and Check Line Discounts.
2. Assign Discount Approver Access Rights
Go to Settings → Users & Companies → Users. Open the user and in Access Rights set Sales Discount Approval = Discount Approver. Only these users can Approve or Reject sale orders.
3. Warning When Discount Exceeds Limit
On the quotation, if line discount exceeds the allowed limit (example: 10% > 5%), a clear warning is shown: Approval will be required on confirm. Clicking Confirm will move the order to Waiting Approval.
4. Waiting Approval for Sales User
After Confirm, state becomes Waiting Approval. Normal sales users see the approval reason and can click Revise Quotation. They cannot Approve or Reject.
5. Waiting Approval Menu for Managers
Approvers can open pending orders from Sales → Orders → Waiting Approval. All sale orders waiting for discount or amount approval are listed here.
6. Approve and Reject Buttons for Approver
Discount Approver users see Approve and Reject buttons on Waiting Approval orders. They also receive email, inbox notification, and To-Do activity.
7. Reject Sale Order with Reason
Click Reject to open the rejection wizard. Enter a rejection reason and confirm. The order returns to Quotation and the salesperson is notified.
8. Approved Order Becomes Sales Order
After the approver clicks Approve, the order is confirmed and state changes to Sales Order. Invoice and delivery can continue normally.
FAQ
Does this work on Community and Enterprise?
Yes. It depends only on Sales Management and Mail.
Can normal sales users approve discount exceptions?
No. Only users in the Discount Approver group can Approve or Reject.
Can I disable amount approval and keep only discount control?
Yes. Set Amount Threshold to 0 to disable amount-based approval.
Will approvers get email notifications?
Yes. Approvers get email, inbox notification, and To-Do activity. Configure an Outgoing Mail Server for external email delivery.
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