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Sales Order Approvals
Functional Community Talk
Lieu : Hall 7.D - 08/11/2023 16:00 - 08/11/2023 16:30 (Europe/Brussels) (30 minutes)
Sales Order Approvals
Stephan Keller
CEO à Sodexis, Inc.
Stephan Keller
CEO à Sodexis, Inc.

Stephan Keller, Ph.D., is the CEO of Sodexis, Inc. which he founded in 2006. He holds a Ph.D. in Physics and has 10+ years of academic research experience as well as 20+ years of business expertise. Over the past two decades, he has accumulated a wealth of experience in business process analysis and efficient ERP implementations.

Through a presentation and demo (Odoo 16 Enterprise), the audience will discover the features of the Sodexis “Sales Order Approvals” App.

Integrated with the Odoo base Approval app, the Sodexis app generates approval requests before a Sales Order can be confirmed based on specific conditions that can be defined in the web interface without changing the code.

Example of conditions that can be setup to require an approval requests:
- Credit card AVS failure
- Customer is over the credit limit
- Price of the product was overwritten
- Missing contact phone number
- Tax exemption has expired
- Sales Order includes Free products
- Duplicate lines on the Sales Order
- Items not available in stock
- Address has not been verified

Each time an approval is requested from a user that is an approver for the specific request.

Once the request is approved, the sales order is automatically confirmed.

Since 2012, Sodexis has been a full-service Odoo Implementation Partner, with a Consulting and Development team focused on maximizing customers’ ROI and user experience. Sodexis is one of the longest-tenured implementation Odoo Partners in the US and recently opened offices in Switzerland & France. Sodexis brings a wealth of experience and valuable expertise to its clients, having successfully implemented over 75 projects and built hundreds of custom applications. More info: https://sodexis.com/