OmniApproval™ - Estimate Approvals
by Viindoo
| Lines of Code | 826 |
| Technical name | viin_estimate_approval |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_estimate_approval |
| Read description for | v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) Employees (hr) |
| Included Dependencies | Approvals Estimate Viindoo Base Viindoo Accounting OmniApproval™: One platform. Every approval. Advanced HR Management OmniApproval™ - Accounting Approvals HR Accounting Product's Cost Access OmniApproval™ - Analytic Accounting Approvals Safe IR Metadata Proxies |
An estimate signed off through Approvals before it is confirmed
An Estimate approval type: submit the estimate, its lines travel onto the request, and the estimate confirms, refuses, cancels or resets with the request.
OmniApproval™ - Estimate Approvals (technical name viin_estimate_approval) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for estimator, manager, finance.
At a Glance
The facts of OmniApproval™ - Estimate Approvals, version 1.2.1, in one place. Published by Viindoo.
How It Works
Open the estimate; Get Approved; the request confirms it.
The estimate
CRM rollout - Cascade Freight.
The request
Title, customer and period from the estimate.
The lines
Every line, with price and tax.
The type
Fields and mapping.
What You Get
Estimate approval type per company
Lines mapped onto the request
Approval state and count on the estimate
Estimate confirmed when the request is validated
Buttons shown by what the request allows
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Cancel the old one to resubmit.
Edit the type.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use OmniApproval™ - Estimate Approvals?
Estimator
Submits, does not chase.
Manager
Approves the numbers, not a PDF.
Finance
The confirmed estimate has a signature.
Frequently Asked Questions
What does OmniApproval™ - Estimate Approvals do?
An Estimate approval type: submit the estimate, its lines travel onto the request, and the estimate confirms, refuses, cancels or resets with the request.
What does OmniApproval™ - Estimate Approvals not do?
One request at a time per estimate. Cancel the old one to resubmit. Approvers default to estimate admins. Edit the type.
Who is OmniApproval™ - Estimate Approvals for?
Estimator: Submits, does not chase. Manager: Approves the numbers, not a PDF. Finance: The confirmed estimate has a signature.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_estimate, to_approvals, viin_approval_account. Odoo installs them with it.
How do I set it up?
Open the estimate; Get Approved; the request confirms it.
What works well with it?
Estimates (viin_estimate): The estimates. Approvals (viin_approval): The routing.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_estimate_approval; pre-sales questions go to sales@viindoo.com.
See OmniApproval™ - Estimate Approvals in Action
An estimate signed off through Approvals before it is confirmed
Need help with OmniApproval™ - Estimate Approvals?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comWhen contacting us, please include:
- Odoo/Viindoo version (Odoo CE / Viindoo Editions).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
apps.support@viindoo.comFor faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Upgrades to a newer Odoo series are a separate purchase for that series.
Technical Requirement
Changes log
1.2.1 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
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.
