Sale Order Approval Check Lists

by
Odoo          
v 12.0 Third Party 4

48.00 €

You bought this module and need support ? Click here !
Technical name sale_order_checklist
LicenseSee License tab
Websitehttps://odootools.com/apps/12.0/sale-order-approval-check-lists-370
Read description for v 11.0
Required Apps Sales (sale)
Invoicing (account)
Technical name sale_order_checklist
LicenseSee License tab
Websitehttps://odootools.com/apps/12.0/sale-order-approval-check-lists-370
Read description for v 11.0
Required Apps Sales (sale)
Invoicing (account)

To make a sale, each company undertakes a specific sequence of actions which usually involves various user roles and various requirements to be fulfilled. Control of that process is both complex and extremely important. If a salesperson misses a step, a promising deal might evolve to a drastic failure. This tool is to make sure that a sale order is always ready to the next stage and all intermediary results are approved. The app let you prepare a check list per each state, force users to confirm all points, and control approval by responsible managers.

Check lists per sales team and order state

Checklists are defined for each sales team what let you reflect various work flows depending on applied sales typology. Sale managers by themselves specify what and on which order state should be done and approved. A set is unlimited, might reflect custom stages, and it is as unique as you want.
As a result when a sale order has an assigned team and gets its state updated, a check list would be automatically prepared.

Sale order multi approval flow

In order to move an order to a new state, a sales person needs to enter all confirmation points and get approval for ones he doesn't have a right to enter.
Since the tool let assign user groups for each checklist line, you may force various employees to take part in a sale evolvement. In such a way it is guaranteed that all actions are done and carefully checked.

Approval history

If a user marks a check point as done or as not done, the action is carefully recorded in the history. In such a way you always can investigate who and when makes a sale approval. It guarantees transparency and employees commitment.

Indicative checklist to-do

Not yet done check points are shown right on the tree of quotations and on the list of sale orders. You may distinguish those by colors and always search them by key words.

Super checklist user

In any workflows you may encounter exceptions. Sometimes sales persons would reasonably like to move an order forward although not everything is done. For example, when a customer is super perspective or is a loyal partner.
In such a case you should assign the super check list access level for yourself or for any responsible manager. A user with such rights would be able both to change an order sate without approving check list and confirm any check point disregarding security restrictions.

Sale team checklist settings
Check list per team and order state
Check list is unique per order state and team
Approval points per sale order state
Approval involves various user roles
Check point security access
Quotation state can't be changed until checklist is confirmed
Check list mist be done to move an order further
Odoo scans check list progress for any attempt of state update
Send by email button check list
Check lists to-do on tree views
Quotations tree with check items
Search orders by check point to be done
Search by check lists
Super checklist user has full rights for any check list
Check list super access level
To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required

The module features and support depend on your Odoo version. Please select required one on the top right of this page.

We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

You may like the tools

CRM Duplicates Real Time Search

The tool for real-time control of customers' and opportunities duplicates

€ 86
CRM Check List and Approval Process

The tool to make sure required jobs are carefully done on this pipeline stage

€ 28
CRM Daily Reminder

The tool to notify salespersons of topical activities by leads and opportunities

€ 28
User Default Warehouse

The tool to automatically assign a current user warehouse in sales orders

€ 19
Sales Trends and Forecast

The tool to calculate sale trends and make prediction for future sales statistically

€ 115 € 103
Sale Orders Quick Search

The tool to open sale orders by a number from any Odoo interface in a single click

€ 16 € 12
KnowSystem

The tool to build deep and structured knowledge base for internal and external use

€ 228
OneDrive / SharePoint Odoo Integration

The tool to automatically synchronize Odoo attachments with OneDrive files in both ways

€ 394
OwnCloud / NextCloud Odoo Integration

The tool to automatically synchronize Odoo attachments with OwnCloud / NextCloud files in both ways

€ 394
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.