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October 17, 20180

Sale order triple approval

You probably have a sales process for you how you sell your product or service, right?

For some businesses the sales order approval workflow is essential. It is used to enforce the business rules of a company to ensure that all sales orders are correct. Some companies require multiple levels of authorization that are built around unique business rules and departments.

Here we have solution on this Article for sale order Approval

You can easily set the Triple approval process flow with our this Odoo Module / App , this Odoo App will help you to add triple approval confirmation process in sale order process.

Here is our Odoo App : Sale Order Triple Approval.

You can download with this Link : https://www.odoo.com/apps/modules/11.0/dev_sale_order_triple_approval

Features of this Odoo App:-

  • Set Three Step Verification on Sale Orders.
  • Set a limit amount on Sale Order as double and triple Step Verification.
  • If Order’s Total Amount exceeds the pre-defined limit,then Flow will be Two Step Verification.
  • If Order’s Total Amount exceeds the pre-defined limit of two step,then Flow will be Three Step Verification.

How it Works ?


Add Users into Administration Process


Only User with following groups can Confirm Sale order from ‘To Approve’ state

1


Only User with following groups can Confirm Sale order from ‘Second Approval’ state


2


Configure Approval into Sale Setting


3


Note: Three Step can be enabled only when Two Step(First Approval) is Enabled.

If Amount Total of Sale Order will exceeds the limit of First Approval then flow will be Two Step

If Amount Total of Sale Order will exceeds the limit of Second Approval then flow will be Three Step


Sale User : Not Included in any Approval Group


4


Order will be into To Approve state, because Total Amount of order is greater tha pre-defined First Approval Limit


5


Sale Manager : Included into First Approval Group


6


Order will be into Second Approval state, because Total Amount of order is greater tha pre-defined Second Approval Limit


7


Sale Finance Manager : Included into Second Approval Group


8


Order will be into Confirmed state, because if Second Approval is Enabled , only user with Second Approval Group can Confirm Sale Order


9


Odoo customization, odoo implementation  , odoo development , Odoo Training , odoo Plugins and any other odoo services contact us on : 

Mail : Devintelle@gmail.com

Skype : Devintelle

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