Sales Quotation Approval
by Evozard
| Technical name | evo_sales_approval |
| License | OPL-1 |
| Website | http://evozard.com/ |
Sales Approval
Using this module, you can set level of approvals on Sales Quotation / Orders.
This app is suited for
Quote Approval / Quote Approval Workflow
Sale Order Approval / Sale Order Approval Workflow
Order Approval / Sale User approval
Multi level approval
Key Features
Define level of Sales approval
Setting of approval workflow on Sales
Managing history of Approved by
Set the level for Approval of Quotations.
Go to Sales --> Configuration --> Approval Workflows . Create Approval Workflow by mentioning Job position and Level.
Create Approval Workflow by mentioning Job Position and Level.
Create Approval Workflow by mentioning User and Level.
Send for Approval
Create Quotation, Click on 'Send for Approval'.
Pending for Approval
Approval status changes from 'Draft' to 'Pending for Approval'.
Approved
Once the quotation is approved by final level user, Approval status will change to 'Approved'.
History of Approval
Check Approval Level tab to get the History of Approval.
List of Pending quotation to approve
Also user can the get list of Pending quotation to approve. Follow the steps below: Step 1: Activate developer mode - Go to Setting - Users & Companies - Users. Step 2: Assign the Show Pending Quotation Approval Menu group to the user.
Menu for Pending of Approval
User will get the Menu Pending of Approval under Sales - Orders.
Set the level for Approval of Quotations
Send for Approval
Pending for Approval
Approved
History of Approval
List of Pending quotation to approve
Menu for Pending of Approval
Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
Please contact us on Skype.
No, You do not need to install any extra libraries.
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