Sales Order Approval Process
Add "Wait Approval" status in Sales Order, which allows to define the independence level of your sales team
Sales Order Approval Process
Add "Wait Approval" status in Sales Order, which allows to define the independence level of your sales team
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
On Sales Settings, activate the Sales Order Approval Process and choose the Via Proposal option
Step 2
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 3
User: Manager (With Manager access on Sales)
Step 4
Step 5
Manager can confirm quotation without any restriction. Now the status is Sale Order
