Sales Order Approval Process

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Version: V12
Environment: Enterprise


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Story behinds 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 BEHAVIOR
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 solutions


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

Step 2

After clicking Confirm Sale, it displays confirmation to propose quotation, click Propose to propose this quotation to manager


Step 3

The Quotation status is Wait Approval


Step 4

User: Manager (With Manager access on Sales)

Go to Sales > Orders > Quotations. Manager will see the quotation with status Waiting Approval


Step 5

Then click Confirm Sale


Step 6

And now the status is Sale Order