Sales Order Approval Process

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Add "Wait Approval" status in Sales Order, which allows to define the independence level of your sales team

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

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Sales Order Approval Process

Add "Wait Approval" status in Sales Order, which allows to define the independence level of your sales team

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 BEHAVIOR

Odoo proposes a simple sales order process Quotation>Quotation sent>Sales order, which is too simple for a company with signature delegation

CLUEDOO BEHAVIOUR

You have an extra status "Wait Approval" before the validation of a sales order. Then, the salesmen can move forward and confirm their sales order and from a pre-defined amount, sale manager will have to Approve all the quotation in status "Wait approval".

MODULE+

Give the possibility to define the level of independence of salespeople in your sales team.

CLUEDOO RECOMMENDATION
  • Installation: for advanced sales team organization with double signature process.

  • Recommendation / Best practice: is combined also with the module credit limit which limit the right of sales order based on rules defined by customer.

OUR FEATURES AS SOLUTION

Add Approval State in Sale Order


Allow Sale Manager to control salesman's level of independence

Advanced sales team organization

HOW TO USE THIS MODULE ?

Step 1

On Sales Settings, activate the Sales Order Approval Process and choose the Via Proposal option







Step 2

User: Sales (with User: All Documents access on Sales)

Go to Sales → Orders → Quotations. Create quotations and add a product. Then Confirm Sale. After clicking Confirm Sale, Quotation status moved to Wait Approval







Step 3

User: Manager (With Manager access on Sales)

Go to Sales → Orders → Quotations. Manager will see the quotation with status Wait Approval







Step 4

Then click Confirm Sale












Step 5

Manager can confirm quotation without any restriction. Now the status is Sale Order