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Sale Dynamic Approve
The Sale Dynamic Approve module enhances the standard Odoo sales workflow by introducing a structured and configurable approval system for sales quotations. It enables businesses to assign multiple approvers, define approval hierarchies, and ensure that quotations are validated by the right stakeholders before being confirmed as sales orders.
Features
Screenshots
Support
Service
Features
Configurable Approval Teams
The module allows administrators or sales managers to create dedicated approval teams tailored to their organization’s structure. Each team can include multiple users responsible for validating sales quotations.
Multi-Level Quotation Approval Workflow
sales quotations can be assigned to specific approval team members directly from the quotation form. Each assigned user plays a role in the approval chain, ensuring that no quotation is finalized without proper validation.
Screenshot
1.) Sales Approval Teams Configuration
A centralized setup area where sales managers can define and manage approval teams.
Navigation : Sales → Configuration → Sale Approve Teams
2.) Sales Quotation with Assigned Approvers
Within the quotation form, approvers can be selected from the configured teams, making it simple to assign responsibility for validation.
3.) Approval Restriction and Error Handling
When an unauthorized user attempts to confirm a quotation, the system enforces validation rules by restricting the action.
User Guide
