Quotation Price Approval Based On Pricelist

About Module


This module allows to set approval levels based on the pricelist for quotation/sale order. You have to set a different price for a different pricelist so after some pricelist limit that quotation needs the approval of the next salesperson. They get email notifications as well pop-up notifications about orders that waiting for approval.

For example, User A pricelist sets to 150 & User B pricelist set to 100. So User A can confirm quotation only if the price is 150 or greater than 150 if User A tries to confirm quotation of price 100 then this quotation goes to the next salesperson let's say User B and User B can confirm this quotation and then sale order is created. So when the maximum amount reduces that needs to next level approval.





Features


  • 1) You can set pricelist-based approvals on sale orders/quotations.
  • 2) Easy to manage different pricelists for quotation approval.
  • 3) Salesperson gets a notification when orders in the waiting for approval stage.
  • 4) You can create a flexible approval process.
  • 5) Easy to manage chain for price approval.
  • 6) It reduces human efforts.


Notes


  • 1) If the user has a sales "Administrator" group access then that user can confirm any sale order/ quotation.
  • 2) User must have "Own Documents Only" or "All Documents" group access only.
  • 3) It displays the approval quotations list to the user who has access of the "All Documents" group.

Versions


  • v14.0
  • v13.0
  • v12.0

Installations


1) You will receive the link to download the zip file of the module please download it.

2) Extract the zip file, you will see a folder named ‘sh_price_approval’.

3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

4) Now, open the odoo as Developer Mode.

5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

6) In the search bar, search ‘sh_price_approval’.

7) Click on ‘Install’ to install it.