Sales Order Approval Process

This product is no longer available.


Version: V12
Environment: Enterprise


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 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

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 2

User: Manager (With Manager access on Sales)

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







Step 3

Then click Confirm Sale












Step 4

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