This module adds an option to enable two steps validation.
If a salesperson creates a sale order which is a certain amount, the sale order will be set to «To approve» state and will require a Sales manager to approve it.
This module is based on the purchase option for two levels validation in module purchase.
Table of contents
Configuration
To configure this module, you need to:
- Go to company form
- Open Configuration tab
- Enable «Levels of Approvals»
- Set the value at which you want to ask for validation in «Double validation amount» (0.0 means always)
Usage
Once configured sales continue to create Sale orders just as normal. If a review is required the SO will be set into the state «To Approve» when approved it will be moved into «Draft».
A sale order in «To approve» state will have a button «Approve» only visible to sales manager.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
- Yannick Vaucher <yannick.vaucher@camptocamp.com>
- Timon Tschanz <timon.tschanz@camptocamp.com>
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/sale-workflow project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.