Double validation for Sales
Conditions générales
Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables
Double validation for Sales
This module adds an option to enable two steps validation.
If a salesperson creates a sale order which is a certain amount, the sale order will be set to "To approve" state and will require a Sales manager to approve it.
This module is based on the purchase option for two levels validation in module purchase. This module is migrated from the OCA module available on v12.0.
Table of contents
Configuration
To configure this module, you need to:
- Go to company form
- Open Configuration tab
- Enable "Levels of Approvals"
- Set the value at which you want to ask for validation in "Double validation amount" (0.0 means always)
Usage
Once configured sales continue to create Sale orders just as normal. If a review is required the SO will be set into the state "To Approve" when approved it will be moved into "Draft".
A sale order in "To approve" state will have a button "Approve" only visible to sales manager.
Credits
Authors
- Camptocamp
- Numigi
Contributors
- Numigi (tm) and all its contributors (https://bit.ly/numigiens)