Odoo V. 13 Online - Sales App - two levels approval

Question

How to add two levels of approval in the Sales App (Manager should approved before salesman can send it to customer) in Odoo V.13 enterprise (Odoo Online)?
Also, how to disable the sending option from Odoo? Only print the report (Invoice, RFQ, Quotations, SO …etc.) in PDF and then share it offilne.

Muhammad Anees · Accepted Answer

You need customization to achieve your requirements. You have to add new states in Sales Order Status bar. Add new buttons and methods to approve new states. Define somewhere better in settings who will approve the sales orders or use security roles to get the sales manager. Override activity_update method to send notification to manger to approve sales order.
You can override that sales order form  view and with the help of xpath and make invisible/hide the SEND BY EMAIL button.

Paresh Wagh · Answer

Hi:
You can define a new security group and assign it only to the Manager(s). Then customize the Quotation view using view inheritance and add a "groups" attribute to the "action_confirm" buttons. As a result of this, only the Manager(s) will be able to see and click on the "CONFIRM" button.
You can hide the "SEND BY EMAIL" in a similar fashion by adding *attrs="{'invisible': True}"* to the "action_quotation_send" buttons in the view customization.

Ricardo Gross · Answer

A nice question, as this functionality is already available as "Purchase Order Approval" and the same principle would be very useful in Sales.
A good solution can be found in the answer of the following forum:
https://www.odoo.com/forum/help-1/question/how-to-make-the-quotation-confirmation-or-approval-by-the-manager-not-the-sale-person-odoo-12-153504 [1]

See also:
https://twitter.com/fheodoo/status/1201678555219812352/photo/1 [2]

BR
Ricardo

[1] https://www.odoo.com/forum/help-1/question/h

XFanis · Answer

Please see this module that helps to implement multi-level dynamic approval workflow for sale orders:
https://apps.odoo.com/apps/modules/15.0/xf_sale_flex_approval/

The module is available also for versions 13 and 14. If you need for older version, please contact me.

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