Built for sales teams that move fast

Every feature exists for one reason to keep approvals fast for ordinary orders and rock-solid for the ones that matter.

Everything you get out of the box

Drop the module in. Configure once. Done.

From configuration to confirmation

Go to Sales → Configuration → Settings. Switch on Order Approval and fill in the Approval Amount. Any order above this value will need a Regional Manager's sign-off.

Go to Settings → Users & Companies → Users and open each user that needs approval rights. Under Sales, assign the Sales Manager (Approval) group to your first-stage approvers, and the Regional Manager (Approval) group to your second-stage approvers. Only users with these groups will see the approval menus and be able to approve or reject orders.

Log in as a regular Salesperson (or any user without approval rights) and create a quotation in the usual way pick the customer, add the products, set quantities and prices. Once the order is confirmed, it does not go straight to "Sales Order" state instead it enters the approval workflow and is automatically routed to the assigned Sales Manager for first-stage approval. The salesperson cannot approve their own order.

When the Sales Manager logs in, a dedicated Need to Approve menu appears under Sales visible only to users in the Sales Manager (Approval) group. The menu lists every order that's waiting for first-stage approval, with the customer, total amount, salesperson, and order date at a glance. The Sales Manager can open any order to review the details before approving or rejecting it.

Inside the order, the Sales Manager reviews the customer, products, totals, and any chatter notes, then clicks the Approve button at the top of the form. A Reject button sits right next to it opening a small wizard that asks for a rejection reason, which is logged in the order's chatter for the salesperson.

Once the Sales Manager clicks Approve, what happens next depends on the order total:

The Regional Manager logs into their account and opens the Waiting for Regional Manager Approval menu under Sales visible only to users in the Regional Manager (Approval) group. The menu lists every order that was escalated from the Sales Manager. The Regional Manager opens an order, reviews the customer, products, and totals, then clicks Approve to give the final sign-off and confirm the order or Reject with a reason.

Once the final approval is given by the Sales Manager (for orders under the threshold) or by the Regional Manager (for orders above it) the order automatically transitions to the Sales Order state. From here it follows the standard Odoo flow: delivery, invoicing, and payment. The approval audit trail (who approved, when, and any rejection reasons) stays visible in the order's chatter for full traceability.