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
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 ?
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.
