Sale Dynamic Approval
This module allows you to set dynamic and multi-level approvals in quotation/sale order so each order can be approved by many levels. Sale orders can be approved based on untaxed/ total amount and approved by particular users or groups they get emails notification about orders that waiting for approval. When a sale order approves or rejects salesperson gets a notification about it.
Hot Features
Features
- You can set dynamic approvals on sale orders.
- You can set different approvals on different orders.
- Sale orders can approve based on untaxed/ total amount.
- Sale orders can be approved by a particular user or group.
- Salesperson gets a notification when a sale order approves or rejects.
- You can create a flexible approval process.
Approval configuration menu.
Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.
Approved Process By, there are two types 1. User , 2. Group. Userwise means to define that person who approved the sales, in this wizard select the user.
Approve type 2. Group that means only specific groups users will give approval like sales admin, invoice advisor etc…
Salesperson submits quotation for approval by pressing the 'Confirm' button.
After confirmed by the salesperson, Auto set next level approvers in the Approval Info tab.
If next approval is required.
Email notification sent to approvers for approval quotation.
Approval notification popup looks like below.
There are two menus for 1. My Approval: Only access those quotations which are assigned to him. 2. Waiting Approval: Salesperson can access own quotation which is in Waiting for Approval and Approved stage.
Tree view of 'My Approval'.
Approval Flow
There are 2 approvers the first approver approves the quotation.
Approval notification popup looks like below.
Waiting Approval menu and tree view.
Email notification sent to approvers for approval quotation.
Now the second approver approves the quotation.
So sale order created.
Email notification sent to approvers for approval quotation.
Rejection Flow
There are 2 approvers If the first approver rejects the quotation that means that quotation will be canceled no more second approver is needed.
After click on the 'Reject' button, this wizard will pop up, here the approver has to add a reason for rejecting the quotation.
After rejection, it auto set the rejection information in the "Reject Order Info".
Salesperson gets a notification when a sale order approves or rejects.
Email notification of rejection looks like this.
The SO status is change to 'Reject'.
Version 20.0.1.0.0 | Released on : 15th September 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.comto request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
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