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How to implement Quotation approval by Sales Technical heads and GM in odoo9 ?

on 9/27/16, 8:41 AM 169 views

Is there any 2 level validation for SO in odoo9 like purchase order?.

How to implement this Validation?



We do not have approval process for sales out-of-the-box, how ever you could configure access rights, like, You could create a group for Technical Heads or GM, and assign that group on Confirm Order button on Quotation, so those users can only validate Quotation. And a sales man can request for approval to management by Send Message/Log Note from the chatter so management will be notified.

If your approval work flow is complex, then you might need development.

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Asked: 9/27/16, 8:41 AM
Seen: 169 times
Last updated: 9/28/16, 4:31 AM