Premium Odoo Productivity App
Sales Order Approval by AmountAutomate Sales Order approvals based on configurable order amount limits with Team Leader approval, automatic notifications, rejection reasons, and secure confirmation control.
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Version
Built for Odoo 19.0
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Edition
Community & Enterprise
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Availability
Odoo.sh & On Premise
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Support
Direct author assistance
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Sale Order Amount Approval helps businesses enforce approval workflows for high-value sales orders. By defining a minimum order amount, the module automatically routes eligible sales orders for manager approval before they can be confirmed.When a sales order exceeds the configured approval threshold, its status changes to To Approve, and the responsible manager is notified. Managers can then Approve or Reject the order directly from the sales order. If rejected, a rejection reason is recorded and shared with the salesperson, ensuring complete transparency throughout the approval process.This module improves sales governance, prevents unauthorized order confirmations, and ensures high-value transactions are reviewed before processing.
Managing high-value Sales Orders without an approval process can lead to pricing errors, unauthorized discounts, and policy violations. Sales Order Approval by Amount helps businesses enforce approval rules by automatically routing orders that exceed a configured amount for Team Leader approval before confirmation.
The module ensures that every high-value transaction is reviewed, keeping your sales process secure, transparent, and compliant with company policies.
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Amount-Based ApprovalAutomatically trigger approval when a sales order exceeds the configured minimum amount. |
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Configurable Approval LimitSet the minimum sales order amount from Odoo Settings to match your approval policy. |
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Approval WorkflowSales Team Leader can approve or reject orders directly from the Sales Order. |
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Rejection with ReasonCapture and store rejection reasons to maintain transparency and improve communication. |
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Team Leader & Salesperson NotificationsKeep both Team Leader and salespersons informed with automatic notifications during every stage of the approval workflow. |
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Secure Sales ProcessPrevent unauthorized confirmation of high-value sales orders until they receive manager approval. |
Set the minimum sales order amount from Sales Settings to define when Team Leader approval is required.
Team Leader of Sales Team will receive automatic chatter notifications & email Notifications for approval requests and approval decisions.
Create a new Sales Order by Salesperson.
If the total amount exceeds the configured limit, the order is automatically sent for approval.
The assigned Team Leader receives notification & can review the Sales Order details and choose to Approve or Reject the request.
If the order is rejected, the manager can enter a rejection reason, which is recorded and shared with the salesperson.
Once approved, the Sales Order is unlocked and can be confirmed using the standard Odoo sales workflow.
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Manufacturing
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Retail & E-commerce
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Finance & Banking
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Education & EdTech
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Real Estate
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Logistics & Transportation
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Hospitality & Travel
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IT & SaaS
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Healthcare
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NGOs & Non-Profits
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Media & Entertainment
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| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 239 |
| Technical Name |
yss_sale_order_amount_approval |
| License | OPL-1 |
| Website | https://yottasoftwaresolutions.com |
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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