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Sale Approval Rules

$ 33.02   $ 33.02

v 17.0 10
Live Preview
Required Apps • hr
• sale_management
Technical Name sale_approval_kanak
License OPL-1
Also available in version v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 18.0
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Technical Name sale_approval_kanak
License OPL-1
Also available in version v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 17.0 v 18.0

Sale Approval Rules

Supported Editions
Community
Enterprise

Sale Approval Rules module allow to approve Sale order in a flow of action of various stakeholder on the basis of their roles.

Key Features

User can set approval roles and their category.

User can set Approval rules for Sale order with limits.

Set the Roles of Employee who can approve the Sale Order.

Role of Employee can Approve or Reject the Sale Order.

Role of Employee can get a Email to approve or Reject the Sale Order.

User can check the Approval Hierarchy and Approval History inSale Order.


Create Approval Roles

  • Navigate to Sales and Click on Configuration.
  • Then, Click on Approval Roles Sub-Menu.
Create Approval Category

  • Open Configuration and Create Approval Category.
  • You Can Create as many Approval Category as you want.
Create Approval Rules

  • Set Price Lower and Upper Limit according to their roles.
  • Set Upper Limit as -1 it shows the Unlimited Value of Price.
  • User can Set the Approval Category on their choice.
  • You Can Create as many Approval Rule as you want.
Set Sale Approval Rule in Settings

  • Now, Open Settings and Enable Sale Approval Rule Checkbox.
  • Select sale Approval Rule.
Set the Roles of Employee

  • Open Employees and Click on HR Settings.
  • Set Approval Role.
Set Approval Category in Product

  • Open Product and Set Approval Category.
Create Quotation

  • In Sales, Click on Create Quotation
Check Approval Hierarchy and click on send for Approval

  • Click on Send for Approval button.
  • Check Approval Hierarchy according to their Approval Role.
Employee Approval view(Team Leader and Sales Manager)

  • Role of Employee can Approve or Reject the Quotation by using these buttons.
Approval Hierarchy

  • In Approval Hierarchy, User can check the status of Approval Hierarchy
Employee Approval View(Region Manager)

Employee Approval View(CEO)

  • Here, Role of Employee can reject the Quotation.
Popup Reason of Rejection

  • User can write the reason for Rejection of Quotation.
Reason of Rejection

Email Send to the Role of Employee

  • After Clicking Send for Approval Button in Quotation, Email will be sent to the Role of Employee.
Check Approval Hierarchy

  • Here, User can Check the Status of Approval Hierarchy either its Approved or Rejected.
Approval History

  • In Approval History Menu, User can Check the Reason of Rejection.

21st November, 2022

Latest Release 16.0.1.0

First version to release.


Here See Demo Video:-

Demo Video

Frequently Asked Question:-

Is this app compatible with Odoo Enterprise?
Yes, our app works with Odoo Enterprise as well as Community.
Is this app compatible with Windows or Ubuntu?
Yes, our app works with Windows or Ununtu operating system.
Is this app required any additional configuration?
No, install module and use this features.

FREE 3 MONTHS SUPPORT

Kanak Infosystems will provide free 3 months support for bug fixes, any doubts or queries, installation, configuration support or any types of issues related to this module.

NOTE: This module do not required extra configuration.

[email protected]
kanakinfosystems
+91 9818108884
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Kanak Infosystems LLP. 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).

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by depending on it, importing it and using its resources), but without copying
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LGPL, MIT, or proprietary licenses similar to this one).

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