We have added predefined
some languages(English,
German / Deutsch, Arabic,
Spanish / Espanol, French
/ Francais, Chinese, Portuguese/Portugal) in
module, If you want to
add other language you
can contact us on support@softhealer.com.
We use google translator
tools for multi-languages
so possible translations
can be not accurate. we
accept suggest to make
more accurate
translations also on support@softhealer.com.
Sale Dynamic Approval | Sale Order Dynamic Approval | Quotation Dynamic Approval | Dynamic Sale Approval | Sale Approval Process | Sale Order Approval Process
by Softhealer Technologies https://www.softhealer.com
Odoo
$ 31.90
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 724 |
| Technical Name |
sh_sale_dynamic_approval |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 17.0 12.0 16.0 15.0 13.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 724 |
| Technical Name |
sh_sale_dynamic_approval |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 17.0 12.0 16.0 15.0 13.0 14.0 |
Community
Enterprise
Odoo.sh
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
Sale/Quotation Dynamic
Approval
Approved By
Particular User
Approved By
Particular Group
Email/Popup
Notification
Approve Based On
Total Amount
Approve Based On
Untaxed Amount
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 etcâ¦
Salesperson submits quotation for approval by pressing the âConfirmâ button. so that the sale order will automatically set the âWaiting for Approvalâ 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 âRejectâ 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 14.0.5 | Released on : 18th April 2022
Update
Only Manager Can Create Approval Configuration.
Version 14.0.4 | Released on : 17th January 2022
Fixed
Minor Bug Fixed.
Version 14.0.3 | Released on : 10th January 2022
Update
We have added a base module in depends which is a free module so please whenever you update with the latest v14.0.3 please install the base module first then install the latest updates.
Version 14.0.2 | Released on : 7th October 2021
Fixed
Minor Bug Fixed.
Version 14.0.1 | Released on : 8th May 2021
Initial
Initial
Release.
- 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.
Multi-Languages
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