| Technical Name |
sh_sale_order_double_approval
|
| License | OPL-1 |
Introduction
The Dual Approval for Sales Orders module for Odoo adds an essential control layer by requiring managerial review for sales orders that exceed predefined thresholds. This two-step validation workflow strengthens approval workflows, supports compliance, reduces errors, and enhances overall sales order integrity. Ideal for businesses needing better oversight on high-value sales transactions.
Key Features
Automatically route sales orders above a set amount to “To Approve” stage for manager validation
Enable two-step approval or dual approval workflows in sales processing
Define global and user-specific approval limits for granular control
Restrict confirmation rights to authorized managers only, enhancing governance
Record approval details such as "Approved By", approval date, refusal reason, and "Refused By" with refusal date
Benefits
Enhances accuracy and compliance through enforced managerial oversight on sales orders
Reduces risk of unauthorized or incorrect order confirmations
Improves audit trails with detailed logs of approvals, refusals, and responsible personnel
Streamlines workflow clarity with clear distinctions between pending, approved, and refused orders
Compatibility & Technical Details
Technical Name: sh_sale_order_double_approval
Required Modules: Sales management (sale_management)
License: Odoo Proprietary License (OPL-1)
Installation Steps:
Ensure the sales management module is installed.
Add the module to your Odoo instance.
Enable the double approval feature from the Sales settings or configuration.
Set global or per-user approval threshold amounts.
Confirm functionality by creating a sales order exceeding the limit—it enters "To Approve" state awaiting manager action.
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.