Two Step Sales Approval

by
Odoo

40.35

v 13.0 Third Party 1
Required Apps Sales (sale_management)
Invoicing (account)
Inventory (stock)
Technical Name sales_two_step_approval
LicenseOPL-1
Websitehttps://avptechnolabs.com/
Also available in version v 11.0 v 12.0 v 13.0
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Required Apps Sales (sale_management)
Invoicing (account)
Inventory (stock)
Technical Name sales_two_step_approval
LicenseOPL-1
Websitehttps://avptechnolabs.com/
Also available in version v 11.0 v 12.0 v 13.0

Sales Two Step Approval

Manage approvals in two steps

AVP Technolabs

Features

  •    Configuration:1st level & 2nd level users.
  •    Request for 1st Level Approval (Ex. By the Sales Person).
  •    Request for 2nd Level Approval (Ex. By the Sale Officer).
  •    Order Confirmed (Ex. By the Sale Manager).
  •    Notification: Get notification of 1st level and 2nd level user.
  •    Menus: First Approval & Second Approval.
  •    Rejection: Reject option for approval
  •    Rejected order notify to sales user
  •    Record the every user process.

Process

Configure users for Approval.

  •   First level and 2nd level users will get notifications for approval.
  •   Users: Sales Person, Sales Officer and Sales Manger.

Request for first approval.

  •   Send for Approval.
  •   After send for approval order state will update from Quotation to Waiting Approval.
  •   Notification: Get notification Sales Officer(which was configured in 1st level approval).

Other users can not approve the order.

  •   Only that user can approve the order which is configured under the sales (1st level approval).

Request for Second approval.

  •   Menus: First Level Approval menu can see only Sale Officer & Manager.
  •   Approve or Reject the order.
  •   After approve the order state will be update from Waiting Approval to Aproved.
  •   Notification: Get notification Sales Manager(which was configured in 2nd level approval).

Confirm Order.

  •   Menus: First Level & Second Approval can see only Sale Manager.
  •   Confirm or Reject the order.
  •   After confirm the order state will be update from Approved to Sales Order.
  •   Notification: Get notification Sales User.

Record all user process.

  •   Record the every single moments done by the users.
  •   Who has Approved(By) & When is done(Date).

Rejection Process.

  •   If user can reject the order, then sales user can get notification.
  •   After reject the order state will be update to the Draft.
  •   Record that moment who has rejected the order and when was rejected.
  •   Notification: Get notification Sales User of rejected order.

Our Service


Free Support

You will get 45 Days free support incase any bugs or issue.


STAY IN TOUCH

avptechnolabs@gmail.com
avptechnolabs
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