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Kanak infosystems LLP.
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Sale Approval Rules
Sale Approval Rules module allow to approve Sale order in a flow of action of various stakeholder on the basis of their roles.
Create Approval Roles
Navigate to Sales >> Configuration >> Approval Roles.
Create Approval Roles.
Create Approval Category
Navigate to Sales >> Configuration >> Approval Categories.
Create Approval Categories as many 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 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.
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.
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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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Kanak Infosystems LLP. Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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