Yotta Software Solutions
Sales Order Approval by Amount
Sales Order Approval by Amount 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.
Strengthen Sales Control with Smart Amount-Based Approval Workflows
Automate sales order approvals by setting configurable amount limits to ensure high-value quotations and orders are reviewed before confirmation. Prevent unauthorized approvals, improve compliance, reduce financial risks, and maintain complete control over your sales process through a seamless Odoo experience.
Protect High-Value Sales
Prevent Unauthorized Confirmations
Ensure expensive quotations and sales orders receive the proper approval before they are confirmed.
Improve Revenue Protection
Reduce Financial Risks
Prevent costly mistakes by enforcing approval rules for high-value sales transactions.
Automate Approval Workflow
Faster Decision Making
Automatically route sales orders for approval based on configurable amount limits.
Increase Business Compliance
Enforce Company Policies
Apply consistent approval rules across all sales orders to maintain governance and accountability.
Strengthen Sales Control
Manage Every Critical Order
Give managers complete visibility and control over orders that require additional authorization.
Boost Operational Efficiency
Reduce Manual Follow-Ups
Streamline the approval process with an organized workflow that saves time for both sales teams and managers.
Minimize Human Errors
Approve with Confidence
Avoid accidental confirmations and ensure every high-value order is reviewed before processing.
Seamless Odoo Experience
Works with Your Existing Workflow
Integrates naturally into the standard Odoo Sales process without disrupting daily operations.
Built for Growing Businesses
Scale Your Approval Process
Adapt your approval workflow as your business grows with configurable limits and flexible authorization controls.
Amount-Based Approval
Automatically trigger approval when a sales order exceeds the configured minimum amount.
Configurable Approval Limit
Set the minimum sales order amount from Odoo Settings to match your approval policy.
Approval Workflow
Sales Team Leader can approve or reject orders directly from the Sales Order.
Rejection with Reason
Capture and store rejection reasons to maintain transparency and improve communication.
Team Leader & Salesperson Notifications
Keep both Team Leader and salespersons informed with automatic notifications during every stage of the approval workflow.
Secure Sales Process
Prevent unauthorized confirmation of high-value sales orders until they receive manager approval.
See Sales Order Approval by Amount flow before installing
See how to create Static, Sales Order Amount Approval helps businesses enforce approval policies for high-value Sales Orders. Configure a minimum approval amount, and whenever a Sales Order exceeds the defined limit, it is automatically routed to the assigned Sales Team Leader for approval....
+ Amount-Based Approval
+ Sales Team Leader Approval
+ Automatic Notifications
+ Secure Sales Workflow
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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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
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 |
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