Odoo
Implementation
| 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 |
| License | OPL-1 |
| Website | https://lucidbrainz.com |
| 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 |
| License | OPL-1 |
| Website | https://lucidbrainz.com |
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
Auto Validate Delivery Route Configuration
Sales Order - Quotation Stage
Delivery with Real-Time Cost Tracking
Profit Analysis - Sales Report with Cost Data
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© 2025 LucidBrainz Infotech | All Rights Reserved | License: OPL-1
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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