Sales Order Approval Process
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STORY BEHIND THE FEATURES
Odoo proposes a simple sales order process Quotation>Quotation sent>Sales order, which is too simple for a company with signature delegation
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".
Give the possibility to define the level of independence of salespeople in your sales team.
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 ?
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
User: Manager (With Manager access on Sales)
Manager can confirm quotation without any restriction. Now the status is Sale Order