Dynamic Sales Approval

by
Odoo

28.34

v 12.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Inventory (stock)
Lines of code 1174
Technical Name sales_dynamic_approval
LicenseOPL-1
Websitehttps://avptechnolabs.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Inventory (stock)
Lines of code 1174
Technical Name sales_dynamic_approval
LicenseOPL-1
Websitehttps://avptechnolabs.com/

Dynamic Sales Approval

Dynamic and multi level approvals in sales

AVP Technolabs

Key Features

  •    Configuration: Based on Untaxed / Total configuration amount and Approvals Configuration.
  •    Auto fetch related approval level in sale order.
  •    Quotation send for approval (Ex. By Salesperson to User1).
  •    Notification: Get notification to approvers for submit for approval and approve quotation(Ex. Notification to User1).
  •    Menus: My Approval and Waiting Approval.
  •    Confirm order (Ex. User1 confirm quotation).
  •    Notification: Get notification to salesperson for confirmed quotation(Ex. Notification to Salesperson).
  •    Rejection: Reject option for approval
  •    Notification: Get notification to salesperson for rejected order
  •    Capture all activities doing by the approvers.

Latest Updated Version

  • 12.0.2.0.0: Allow multi company and amount compare with untaxed / total of approval minimum amount.
  • 12.0.1.0.0: Dynamic sales approval based on configuration level and users.

Process

Configurtion.
  •   Based on Untaxed / Total configuration.
  •   Setup Approval Configuration.
  •   Approval Configuration: Setup approval levels based on minimum amount and users level.

Submit for Approval.

  •   Salesperson Submit Quotation for approval.
  •   Auto fetch Approval Level based on configured approvals setup and minimum limit.
  •   Auto set next level approvers in Approval Info tab.
  •   Notification: Get notification to approvers for submit for approval and approve quotation(Ex. Notification to User1).

Menus: My Approval and Waiting Approval.

  •   My Approval: Only access those quotation which is assign to him.
  •   Waiting Approval: Salesperson can access own quotation which is in Waiting for Approval and Approved stage.

Request for Second approval.

  •   Confirm order (Ex. User1 confirm quotation).
  •   Notification: Get notification to salesperson for confirmed quotation(Ex. Notification to Salesperson).

Reject Order.

  •   Rejection: Any approver user can reject quotation and mentioned the reason why order rejected.
  •   Capture the details of reject quotation: Date, Rejected By and Reason.
  •   Capture information about who has rejected quotation on approval process.
  •   Notification: Get notification to salesperson for rejected order.

Our Service


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Free Support

You will get 45 Days free support incase any bugs or issue.


STAY IN TOUCH

avptechnolabs@gmail.com
live: avptechnolabs
http://www.avptechnolabs.com
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