Sales Order Approval Process

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

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    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