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Sales Order for Qualified Partner only

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Add "Approval" state if sale order is for unqualified partner. Sales order is confirmed only with qualified partner. Salespeople can't validate orders with every partner, an approval from sale manager is needed

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

This combination does not exist.

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Sales Order for Qualified Partner only

Add "Approval" state if sale order is for unqualified partner. Sales order is confirmed only with qualified partner. Salespeople can't validate orders with every partner, an approval from sale manager is needed

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

This combination does not exist.

STORY BEHIND THE FEATURES

ODOO BEHAVIOUR

A sales order can be validated for any partner, whatever the info given on the partner form.

CLUEDOO BEHAVIOUR

By combining the notion of partner qualification with user access rights, we ensure that sales order are confirmed only with qualified partner. Salespeople can no more validate orders with every partner.


MODULE +

Combination of partner qualification and unqualified partner document validation empower the use of Odoo :
Sales people keep an open system
They can make quotation very easily
You ensure before making a sales order that all the required fields on the partner are properly recorded in your system.

CLUEDOO RECOMMENDATION

Strongly recommended if you use the partner qualification. Need to move on the V1 version which will extend the approbation to purchase order, customer invoice, vendor bills.

OUR FEATURES AS SOLUTION

Sale Approval Process for Unqualified Partner

HOW TO USE THIS MODULE ?

Dependencies

Partner Qualification

Sale Approval Process




Sales User: All documents

User: Sales (User: All documents and contact qualification access) 
Create quotation with unqualified partner
Confirm the quotation
Quotation status moves to Wait Approval
Note: see how to make partner unqualified by clicking link above (PARTNER QUALIFICATION)





Sales User: Manager

Open the quotation with Wait Approval status, click Confirm Sale. 
Manager can confirm sale order without any restriction.
Manager is also able to confirm quotation to sale order with unqualified partner.