| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 559 |
| Technical Name |
pk_sale_dynamic_approval |
| License | OPL-1 |
| Website | https://www.odooapps.store |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 559 |
| Technical Name |
pk_sale_dynamic_approval |
| License | OPL-1 |
| Website | https://www.odooapps.store |
| Versions | 18.0 19.0 |
Dynamic Sale Order Approval
Multi-Level Sale Approval with Email & Odoo Notifications
Works on Odoo Community & Enterprise
Control and secure your sales workflow with configurable, multi-level approval rules. Approvals can be based on amount, discount, or All Quotation â with full tracking and notifications.
Main Features
- Multi-level dynamic approval for Sale Orders
- Approval based on total amount, discount (percentage/discount amount), or global rule
- Supports User-based and Group-based approvals
- Email notifications to approvers at each level
- Odoo inbox (bell) notifications
- Chatter messages with full approval history
- Automatic activity (To-Do) creation for approvers
- Unlimited approval levels supported
- Final confirmation only after all approvals
Approval Flow
- Salesperson creates a Sale Order
- Click Confirm â Order moves to Waiting for Approval
- Level-1 approvers receive Email + Odoo notification
- After approval â Level-2 approvers are notified
- Process continues until last level
- Sale Order is automatically confirmed
Configuration
- Go to Sales --> Configuration --> Sale Approval Configuration
- Create an approval rule
- Select approval basis (Total / Discount / All Quotations)
- Add approval levels with Users or Groups
Configure as per your need
- Select approval basis (Total / Discount / All Orders)
- Add approval levels with Users or Groups
Approval Order Line configuration
- Select approve by (User / Group ) and then level like 1,2,3....
- Add the User as many on a single stage
Order Menu
- Two submenus Regrading Approval
First see I set the Approval based on All (All quotation will need approval)
After the first User Approved now its waiting for the second User Approval
Let's Test on Amount base
- Just update the Approval to amount base and set the Minimum amount
Let's Test on Amount base
- Just update the Approval to amount base and set the Minimum amount
- You will see the when confirm the quotation it will be go through approval
Let's Test on Discount base Two option (Percentage and Discount Amount)
- Just update the Approval to amount base and set the Discount
- You will see the when confirm the quotation it will be go through approval
Let's Test on Discount base Two option (Percentage)
- Just update the Approval to amount base and set the Discount
- You will see the when confirm the quotation it will be go through approval
Approver and Rejecter Users Details
Thanks for choosing my solution
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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