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Sale Order Workflow Approval

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$ 285.98

18.0 0
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Required Apps • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies oi_workflow
oi_base
oi_base_cache
oi_web_selection_field_dynamic
oi_web_selection_tags
Technical Name oi_workflow_sale_order
License OPL-1
Also available in version 18.0 17.0
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Technical Name oi_workflow_sale_order
License OPL-1
Also available in version v 17.0 v 18.0

Introduction

The Sale Order Workflow Approval module for Odoo enables businesses to define and automate approval workflows for sales orders. By setting up customizable approval scenarios, this module ensures that sales orders are reviewed and approved according to your specific business rules, streamlining the sales process and enhancing operational efficiency.

Key Features

  • Customizable Approval Workflows: Define multiple approval stages and conditions tailored to your business needs.

  • Automated Notifications: Configure email templates to automatically send notifications to approvers at each stage. Rejection email templates can also be set to inform the requester when a record is rejected.

  • Seamless Integration: Integrates smoothly with Odoo's Sales, Invoicing, and Discuss modules, providing a cohesive user experience.

  • User-Friendly Interface: Intuitive design that simplifies the process of managing and configuring approval workflows.

  • Audit Trail: Maintain a clear record of all approvals and rejections for compliance and reporting purposes.

Benefits

  • Improved Control: Ensure that all sales orders undergo the necessary approvals before processing.

  • Enhanced Efficiency: Automate the approval process to reduce manual intervention and speed up order processing.

  • Better Compliance: Maintain a clear audit trail of all approval activities for compliance and reporting purposes.

  • Increased Transparency: Provide visibility into the approval process for all stakeholders, improving communication and accountability.

Compatibility & Technical Details

  • Required Modules: Sales (sale_management), Invoicing (account), Discuss (mail).

  • License: Odoo Proprietary License v1.0.

  • Installation: Simple installation process with no complex configurations required.

  • Deployment: Compatible with both cloud and on-premise Odoo deployments.

Sale Order Workflow Approval

"Streamline Your Sales Processes"

This module allows setting up different sales order approval scenarios by providing a dynamic and flexible workflow.

Description

There are many standard workflow scenarios available, but some business requirements cannot be satisfied by standard workflows. So, it is important to develop something as per the business requirements.

One of the most requested requirements in Sales operations is the possibility of having workflows in the Sales Order processes. This module allows setting up Business Workflow Scenarios without the problem of creating a complicated workflow development. This module also offers a highly configurable workflow engine where almost no real coding is required to design any complicated process; this feature has turned it into the easiest way to automate and implement Sales policies.

Menus

  • Settings

    • Workflow

      • Sale Order

Reports

Odoo standard module report.

Key Features

  • Fully integrated with other Odoo applications.

  • Easy searching for workflow by status, model, object, etc.

  • Multilevel configurable approval and rejection notification.

  • High flexibility in creating approval processes for sales orders.

  • High facility in handling sales process with no need for coding.

  • Ability to create multilevel configurable approval processes for orders.

  • Managing complicated workflow approvals based on organization policies.

Demonstration

An illustration of the added menu

An illustration of the added feature

Need Any Help?

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Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.