Sales Order for Qualified Partner

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Version: V12
Environment: Enterprise


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Story behind the features

ODOO BEHAVIOR

sale order can be validated for any partner, whatever the info given on the partner form.

CLUEDOO BEHAVIOR
 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 a solution

    On sales quotation there is Approval process if the sale is for Unqualified Partner

    How to use this module 

    Step 1:

    User: Sales (User: All documents and contact qualification access) 

  • Create Quotation
  • Confirm the Quotation
  • Propose to Manager

  • After clicking confirm sale, the status of quotation is Wait Approval 


    Step 2:

    User:

    Sales Manager with Contact Qualification Access Group

    Open the quotation with Wait Approval status, click Confirm Sale 
    Manager can confirm sale order without any restriction 


    Step 3:

    User:

    Sales Manager with Contact Qualification Access Group
    Create SO with Unqualified Partner 
    Manager is able to confirm sale and the status directly becomes sale order.