Sales Order Dynamic Approval | Sales Multi Level Approval
by BrowseInfo https://www.browseinfo.com$ 27.11
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 628 |
| Technical Name |
bi_sale_dynamic_approval |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 16.0 17.0 14.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 628 |
| Technical Name |
bi_sale_dynamic_approval |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 16.0 17.0 14.0 15.0 |
Sales Order Dynamic Approval Odoo Apps
Sale Quotation Multi Level Approval Odoo Apps
Email Notification for Approval and Rejection in Sales Order Odoo Apps
Sale Dynamic Approval Odoo App to automate and enhance the approval process for sales quotations within the Odoo platform. With this app, users can easily implement dynamic and multi-level approval workflows tailored to their specific needs.
Key features of this app to configure dynamic approval settings directly from the sales configuration menu. Users have to set approval criteria based on the minimum total amount and the amount before tax for each sales quotation. This customization ensures that sales quotations are routed for approval only when they meet the specified financial boundaries.
To facilitate a smooth approval process, the Sale Order Multi Level Approval Odoo App allows users to designate specific individuals and groups responsible for approving sales quotations. This means that sales quotations can be approved by both individual users and predefined groups, offering a versatile approach to the approval workflow.
Email notifications play an essential role in keeping users informed about the status of their sales quotations. The app sends out email notifications promptly when a sales quotation is either approved or rejected, ensuring that all stakeholders are kept in the loop regarding the progress of their sales orders.
Features
Configure Sale Dynamic Approval
User can configure sale dynamic approvals and set based on 'Total' and 'Before Tax Amount'.
Set Multiple Approvals for Sale
User can create or set multiple approvals for sale quotation.
Approval Process By User & Group
There are two types of approval process 1) User and 2) Group.
Email Notification for Approval and Rejection
User can view email notification for approval and rejection of sale quotation.Sale Dynamic Approval Configuration
Goto Sales -> Configuration -> Settings in that enable 'Dynamic Approval' checkbox and set approval based minimum amount of 'Total' or 'Before Tax Amount'.
Sale Approval Configuration
Goto Sales -> Configuration -> Approval Configuration menu in that create sale approval with minimum amount, Option to enable/disable 'Sales Person Always in CC' and enter approval details.
There are two types of approval process 1) User and 2) Group, Here select approval process by 'User' and define person who approved the sales.
User can select approval process by 'Group' and define group name to approved the sales by specific group users.
Confirm Sale Quotation
User can click on 'CONFIRM' button in sale quotation.
If approval based on 'Total', then approval will be based on total amount otherwise based on 'Before Tax Amount'.
User can see auto fetch approval levels based on configured approvals and minimum amount.
Once confirmed sale quotation and amount exceeding the limit, Sale quotation moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.
Email Notification for Approval Quotation
User can see email notification sent to approvers for approval sale quotation.
Approve Sale Quotation by First Approver
First approver can click on 'Approve' button to approved sale quotation.
Once approved sale quotation by first approver, Automatic set next approval level under 'Approval Info' tab.
Email Notification for Approval Quotation
Approve Sale Quotation by Second Approver
Second approver can click on 'Approve' button to approved sale quotation.
Once approved sale quotation by second approver, Confirmed sale order and view the details of approvers under 'Approval Info' tab.
Email Notification for Confirmed Sale Order
Reject Sale Quotation
Approver can click on 'Reject' button to rejected sale quotation.
Sale Order Reject Wizard
Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.
Rejected Sale Quotation
After rejected sale quotation by approver, Sale quotation moved to 'Reject' stage and no more approvals needed.
User can view rejection information under 'Approval Info' tab.
Email Notification for Rejected Sale Order
My Approval Menu
Goto Sales -> Orders -> My Approval menu in that view all approval assigned to user.
User can access or view their own quotation, which is in Waiting for Approval and Approved stage.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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