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  1. APPS
  2. Sales
  3. Sales Approval & Delivery Automation v 19.0
  4. Sales Conditions FAQ

Sales Approval & Delivery Automation

by Lucidbrainz https://lucidbrainz.com
Odoo

$ 8.90

v 19.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Purchase (purchase)
• Discuss (mail)
Lines of code 923
Technical Name sales_approval_delivery_automation
LicenseOPL-1
Websitehttps://lucidbrainz.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Purchase (purchase)
• Discuss (mail)
Lines of code 923
Technical Name sales_approval_delivery_automation
LicenseOPL-1
Websitehttps://lucidbrainz.com
  • Description
  • License

Sales Approval & Delivery Automation

Smart Order Approval · Auto-Validated Deliveries · Real-Time Cost Tracking · Profit Analysis | Odoo 19


Overview

Sales Approval & Delivery Automation is a powerful Odoo 19 module that brings intelligent order management and automated delivery workflows to your business. This comprehensive solution restricts sales order confirmations to authorized approvers only, automatically validates deliveries when orders are confirmed (based on route configuration), tracks real-time cost prices in delivery operations, provides advanced profit analysis with cost vs revenue reporting, and maintains complete audit trails with invoice references. Perfect for businesses requiring approval workflows, streamlining delivery operations, tracking product costs in real-time, analyzing profit margins instantly, and enforcing strict sales authorization policies across the organization.

Key Features

  • Sales Approver Security Group: Create dedicated "Sales Approver" security group with special permissions to confirm sales orders. Only authorized users can access order confirmation. Access control prevents unauthorized sales confirmations. Complete segregation of duties for financial security!
  • Restricted Order Confirmation: Sales orders can ONLY be confirmed by users in "Sales Approver" group. System throws clear error message for unauthorized users. No bypass mechanisms - strict enforcement. Prevents accidental or unauthorized order processing!
  • Auto-Validate Delivery Routes: Configure routes with "Auto Validate Delivery" checkbox. When sale order confirmed with auto-validate route, delivery automatically validated to "Done" status. Eliminates manual delivery confirmation steps. Perfect for businesses with immediate shipping requirements - saves time and reduces errors!
  • Smart Delivery Processing: System intelligently handles product quantities, lot/serial number tracking (if required), backorder confirmations (automatic), and multiple delivery orders from same sales order. Automatic quantity assignment ensures accurate fulfillment. Production-ready code with complete error handling!
  • Real-Time Cost Price Tracking: Cost Price field added to stock move lines (related to product standard price). Visible in Detailed Operations tab of deliveries. Shows actual product cost for each delivery line. Essential for profit margin analysis and cost control!
  • Advanced Profit Analysis Reports: Sale Analysis enhanced with "Avg Cost Price" and "Total Cost" columns. Calculate real profit: Revenue - Total Cost. Group by product, customer, salesperson, or time period. Real-time visibility into profit margins. Make data-driven pricing decisions instantly!
  • Invoice Reference Tracking: Invoice reference field automatically added to delivery orders. Links invoices to their pickings for complete traceability. Clear audit trail from order to delivery to invoice. Improves accounting reconciliation!
  • Purchase Date Tracking: Purchase Date field on purchase order lines captures order creation date. Helps in purchase analytics and supplier performance tracking. Complete procurement history at your fingertips!
  • SQL-Based Reporting: Custom SQL queries in Sale Report for accurate cost calculations. Handles multi-company environments (company-specific pricing). Aggregates data efficiently (AVG for cost price, SUM for total cost). Optimized for large datasets!
  • Full Odoo 19 Compatibility: Built specifically for Odoo 19 with latest coding standards. Uses modern API methods (no deprecated code). Proper inheritance of base models and views. Tested thoroughly with Sales, Inventory, and Accounting modules. Production-ready and enterprise-grade!

Business Benefits

  • Improved Financial Control: Authorized approvals prevent unauthorized commitments. Cost tracking enables better pricing decisions. Profit analysis reveals high-margin vs low-margin products.
  • Time & Efficiency Savings: Auto-validated deliveries eliminate manual steps. Reduced delivery processing time by up to 70%. Staff focus on value-added activities instead of repetitive clicks.
  • Data-Driven Decision Making: Real-time cost visibility supports pricing strategies. Identify products needing price adjustments. Negotiate better with suppliers based on actual cost data.
  • Enhanced Accountability: Clear audit trails for all transactions. Sales approver actions logged. Invoice-to-delivery linking improves traceability.
  • Scalable for Growth: Works seamlessly from 10 to 10,000+ orders per day. Multi-company ready with proper data isolation. Handles complex workflows without performance degradation.

Module Screenshots

Sales Approver Security Group

Sales Approver Security Group Configuration
Configure Sales Approver security group with authorized users - Only these users can confirm sales orders - Mitchell Admin assigned as approver - Complete access control for order processing

Auto Validate Delivery Route Configuration

Route with Auto Validate Delivery Enabled
"Buy" route configured with Auto Validate Delivery checkbox ENABLED - Sales Order Lines checkbox selected - When orders use this route, deliveries automatically validated to Done status - Eliminates manual delivery confirmation steps!

Sales Order - Quotation Stage

Sales Order Quotation S00025
Quotation S00025 for Deco Addict - Three products: Cabinet with Doors (5 units), Cable Management Box (10 units), Conference Chair (3 units) - Total amount $2,068.85 - Only Sales Approver users can click Confirm button to process this order

Delivery with Real-Time Cost Tracking

Detailed Operations with Cost Price Column
Delivery WH/OUT/00044 Detailed Operations view - Cost Price column shows real-time product costs: Cabinet $120.50, Conference Chair $0.00 (not set), Cable Box $70.00 - Essential data for profit margin analysis and pricing decisions!

Profit Analysis - Sales Report with Cost Data

Sales Analysis Report with Cost Columns
Enhanced Sales Analysis with Avg Cost Price and Total Cost columns - Calculate profit instantly: Revenue - Total Cost - Example: Cabinet with Doors sold 20 units for $2,800 with cost $2,410 = $390 profit - Real-time business intelligence for strategic decisions!


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Email:
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Website:
www.lucidbrainz.com

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© 2025 LucidBrainz Infotech | All Rights Reserved | License: OPL-1

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