$ 14.04
| Required Apps |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Technical Name |
xf_sale_flex_approval
|
| License | OPL-1 |
| Technical Name |
xf_sale_flex_approval
|
| License | OPL-1 |
Introduction
The Dynamic Sale Order Approval Workflow module for Odoo 16.0 enables businesses to implement multi-level dynamic approval workflows for sales orders. This module allows for the automation of approval processes based on configurable rules and thresholds, ensuring that sales orders are reviewed and approved as per company policies.
Key Features
Multi-Level Approval: Configure multiple approval stages with different approvers for each stage.
Dynamic Rules: Set up approval rules based on order amount, product categories, customer segments, and more.
Automated Notifications: Automatically notify approvers when their action is required.
Approval History: Track and record all approval actions for auditing purposes.
Seamless Integration: Integrates smoothly with Odoo's Sales, Invoicing, and Discuss modules.
User-Friendly Interface: Provides an intuitive interface for managing and configuring approval workflows.
Benefits
Enhanced Control: Ensure that sales orders are reviewed and approved according to company policies.
Improved Efficiency: Automate the approval process to reduce manual intervention and speed up order processing.
Better Compliance: Maintain a clear record of approval actions for auditing and compliance purposes.
Scalability: Easily scale approval workflows as your business grows and policies evolve.
Seamless Operations: Integrate approval workflows into existing Odoo modules for a cohesive system.
Compatibility & Technical Details
Required Modules:
Sales (sale_management)
Invoicing (account)
Discuss (mail)
License: OPL‑1 (Odoo Proprietary License)
Technical Name: xf_sale_flex_approval
Installation Steps:
Ensure that the required modules are installed.
Install the Dynamic Sale Order Approval Workflow module via the Odoo App Store.
Configure approval rules and workflows to align with your business requirements.
Test the approval process to ensure it functions as expected.
Provide training to relevant staff on using the new approval workflows.
Odoo 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 Odoo 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.