Sales Order for Qualified Partner only

    15.00 € 15.00 € 15.0 EUR

    15.00 €

    Option not available

    Dtb(s)/Month

    This combination does not exist.

    Add to Cart

    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


    30-day money-back guarantee.
    Buy now, get in 2 days
    Price includes: Module - Maintenance - Migration
    Try it now for free on Demo

    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 ?

    1 - Salesman user

    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)





    2 - Sales Manager User

    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