Sale Dynamic Approval
This module allows you to set dynamic and multi-level approvals in quotation/sale order so each order can be approved by many levels. Sale orders can be approved based on untaxed/ total amount and approved by particular users or groups they get emails notification about orders that waiting for approval. When a sale order approves or rejects salesperson gets a notification about it.
Hot Features
Features
- You can set dynamic approvals on sale orders.
- You can set different approvals on different orders.
- Sale orders can approve based on untaxed/ total amount.
- Sale orders can be approved by a particular user or group.
- Salesperson gets a notification when a sale order approves or rejects.
- You can create a flexible approval process.
You have to define the minimum amount based on tax amount or without tax amount.
Approval configuration menu.
Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.
Approved Process By, there are two types 1. User , 2. Group. Userwise means to define that person who approved the sales, in this wizard select the user.
Approve type 2. Group that means only specific groups users will give approval like sales admin, invoice advisor etc.
Salesperson submits quotation for approval by pressing the "Confirm" button. so that the sale order will automatically set the "Waiting for Approval" stage. Auto fetch Approval Level based on configured approvals setup and minimum limit.
After confirmed by the salesperson, Auto set next level approvers in the Approval Info tab. If next approval is required.
Email notification sent to approvers for approval quotation.
There
are
two
menus
for
1.
My
Approval:
Only
access
those
quotations
which
are
assigned
to
him.
2.
Waiting
Approval:
Salesperson
can
access
own
quotation
which
is
in
Waiting
for
Approval
and
Approved
stage.
Approval Flow
There are 2 approvers the first approver approves the quotation.
After approved by the approved person, Auto set the next level approvers in the Approval Info tab. If next approval is required.
Email notification sent to approvers for approval quotation.
Now the second approver approves the quotation.
So sale order created.
Email notification sent to approvers for approval quotation.
Rejection Flow
There are 2 approvers If the first approver rejects the quotation that means that quotation will be canceled no more second approver is needed.
After click on the "Reject" button, this wizard will pop up, here the approver has to add a reason for rejecting the quotation.
After rejection, it auto set the rejection information in the "Reject Order Info".
Email notification of rejection looks like this.
Salesperson gets a notification when a sale order approves or rejects.
Version 16.0.3 | Released on : 10thOctober 2023
Version 16.0.2 | Released on : 19th May 2023
Version 16.0.1 | Released on : 28th October 2022
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas).
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install additional libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- No, We do not provide any kind of exchange.