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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

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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.