Restrict confirmation of sales orders below a configured minimum total amount
Project description
Sale Order Minimum Amount
This module restricts sales order confirmation below a configured minimum amount for sales users, with sales managers exempt from this rule.
Table of contents
Configuration
To configure the minimum allowed amount for confirming sales orders:
Go to Sales > Configuration > Settings
Find the field Minimum Allowed Sales Order Amount
Enter the desired minimum amount (e.g., 100.00)
Click Save to apply the changes
Ensure the user has the Salesperson (Normal User) role: - Go to Settings > Users - Open the user form - In the Sales section, ensure the access level is set to Salesperson
Usage
To use this module, you need to:
Create a new Sale Order
Add products to the order
If the Total Amount is less than the configured Minimum Allowed Sales Order Amount:
A regular sales user cannot confirm the order
A UserError is raised:
“Only sale orders over X.XX can be confirmed.”
If the user belongs to the Sales Manager group: - The order can be confirmed, even if it’s below the threshold
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
-
Ruchir Shukla
Other credits
The development of this module has been financially supported by:
Agent ERP GmbH
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/sale-workflow project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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