Quotations/Sales Orders Approval

by
Odoo

32.68

v 13.0 Third Party 2
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 311
Technical Name sale_approval
LicenseAGPL-3
Websitehttps://www.pptssolutions.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 311
Technical Name sale_approval
LicenseAGPL-3
Websitehttps://www.pptssolutions.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0

Quotations/Sales Orders Approval

In Odoo Purchase module having levels of approval by default, this process is not in Quotation/Sale orders approval. After installing the Quotations/Sale Orders Approval Module levels of approval is possible, a button 'Ask for Approval' will appear on the Quotation screen. When user clicks on this button system will display the wizard for set approval reason and approval type, this will allocate approver for that quotation. The approver can confirm sale order from their login this moves the order state to Waiting For Approval. Before this process, we have to set user as an approver, in user screen sale approval tab will appear for set amount limit or discount percentage, based on this values approver is allocated for quotation.

Step 1:

Set the minimum and maximum amount limit under sale settins.

Step 2:

Assign user as an approver and set amount limit and discount limit.

Step 3:

Once the order is placed click on Confirm Sale button, if the amount is higher than the configured amount under sale settings then this will go for users level approve and if the amount is higher than login users amount limit, this will shows the warning message to click button Ask for Approval.

Step 4:

If user clicks on the Ask for Approval button will appear wizard for set reason and approval type. If approval type is set for discount, we have to set requested discount value. Click confirm button to set waiting for approval state.

Step 5:

After clicking confirm button, sale quotation moves waiting for approval state. This records will appear under sale Approval menu in sales.

Step 6:

Finally, approve sale orders in corresponding approver login.

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by
GWA Technology Co.
on 10/6/20, 2:40 PM

Hello, PPTS Dev Team

Your app is really awesome but in term of sales approver, I think you need to check the function when we assign 2 sales approver with the same discount for example 20%, the app working wrong, the approver goes to Marc in the Sales Order screen but actually, we will find the approver sale line goes to Mitchell.

I think it will be wise if we already have 2 approvers with the same amount, we can give the salesman the ability to choose between the approvers.


Thanks

Gamal Hammad




by
GWA Technology Co.
on 10/4/20, 5:34 PM

Hi there,

I did install your app ver 13, but I got these error from odoo.sh server

odoo.schema: Table 'res_users': unable to set NOT NULL on column 'sale_order_amount_limit' 

2020-10-04 16:47:00,605 70 ERROR ashrafco-odoo-ashrafco-prod-09-1437457 odoo.schema: Table 'res_users': unable to set NOT NULL on column 'sale_order_discount_limit'

How can we fix these errors, 

Thanks

Gamal Hammad

Re:
by
Suresh
on 10/6/20, 9:03 AM Author

Hi Gamal Hammad,

Regrets for the inconvenience.

We have fixed this issue and updated the app.

Thanks,

PPTS Dev Team