User Guide

This guide explains how to use the Dynamic Sales Order Approval module.

1. Configuration

1. Install the Module: Ensure the module is installed in your Odoo instance.
2. Access Configuration: Navigate to Sales > Configuration > Approval Configuration.
3. Create a New Approval Level: Click Create to define a new approval rule.
4. Set Approval Details:
   • From Amount / To Amount: Define the monetary range for this approval level. For example, a range of $10,000 to $50,000.
   • Level: Assign a numerical level. Lower numbers have higher priority (e.g., Level 1 for the first approver).
   • Approve Process By: Choose whether approval will be granted by a specific User or a Group.
   • Approvers: Depending on the previous selection, either add individual users or select a user group from the list.

2. Sales Workflow

1. Create a Sales Order: A sales user creates a new sales quotation as they normally would.
2. Submit for Approval: When the sales user is ready, they click the Submit for Approval button on the sales order form.
3. Automatic State Change: The sales order's status will automatically change from "Quotation" to "Waiting for Approval" if it falls within a configured approval level.
4. Email Notification: An email is sent to the designated approvers for that level, containing a direct link to the sales order.

3. Approval Workflow

1. Review the Order: The approver receives the email and clicks the link to open the sales order in Odoo.
2. Action Buttons: On the sales order form, they will see two new buttons:
   • Approve: Click this button to approve the order. The state will change to "Sales Order," and an email is sent to the customer to confirm the order.
   • Reject: Click this button to reject the order. A pop-up wizard will appear, prompting the approver to enter a rejection reason.
3. Notification: After the approver takes an action, the sales user is notified of the approval or rejection via email.