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Review discounts before sales order are printed, sent or confirmed

Project description

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module allows Sales Managers to review and approve discounts above the limit before the salesperson sends, prints or confirms the quotation.

Table of contents

Configuration

To configure this module, you need to set the discount limit on the Sales settings.

Usage

To use this module, you need to:

  • Create a sales order, select a product and enter a discount above the limit.

  • When clicking on “Send”, “Print” or “Confirm”, sale order goes to “Waiting Approval” state.

  • When Approved, a notification is sent to the salesperson. and (s)he can send, print or confirm the quotation. The discount field is read-only.

  • Reset the quotation to draft to edit the discount.

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

Authors

  • Open Source Integrators

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainer:

max3903

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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