Sales Order only for Qualified Partner

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Version: V12
Environment: Enterprise


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Sales Order for Unqualified Partner

On sales quotation there is Approval process if sale to Unqualified Partner

Falinwa Limited

Story behind the features

Odoo behavior : a sales order can be validated for any partner, whatever the info given on the partner form.

Falinwa 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 enpower 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.
  • Falinwa 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.

    This module is related to Partner Qualification

    Sales Staff with or without Contact Qualificator Access Groups

  • Create Quotation
  • Confirm the Quotation
  • Propose to Manager
  • Sales Manager without Contact Qualificator Access Groups

  • Create Quotation
  • Confirm the Quotation
  • Confirm Manager
  • Sales are confirmed, but Customer remain unqualified

    Sales Manager with Contact Qualificator Access Groups

  • Create Quotation
  • Confirm the Quotation
  • Confirm Manager
  • Sales are confirmed, and Customer is Qualified

    Need Any Help?