OmniApproval™ - Quote & Order Approvals
by Viindoo
| Lines of Code | 1339 |
| Technical name | viin_approval_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_approval_sale |
| Read description for | v 18.0 v 19.0 |
| Required Apps | Invoicing (account) Discuss (mail) Employees (hr) Sales (sale_management) |
| Included Dependencies | Approvals Viindoo Base Viindoo Accounting OmniApproval™: One platform. Every approval. Advanced HR Management HR Accounting OmniApproval™ - Accounting Approvals OmniApproval™ - Analytic Accounting Approvals Safe IR Metadata Proxies |
| Extensions | Approval Suite OmniApproval™ - Sales & Projects |
Approve the quotation, with the quotation on the request
Approval requests that carry the sale order, its lines and its sales team - and can create or reference the order the flow is about.
OmniApproval™ - Quote & Order Approvals (technical name viin_approval_sale) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for salesperson, sales manager, finance, administrator.
At a Glance
The facts of OmniApproval™ - Quote & Order Approvals, version 0.1, in one place. Published by Viindoo.
How It Works
Three screens.
The request carries the order
The quotation, its lines and the team, on the request itself.
Configured per type
Which sales fields a request of this type carries, and whether they are required.
The order it is about
Unchanged - the approval sits beside it rather than inside it.
What You Get
Sale order, sale order lines and sales team on the approval request
One order or several, one line or several - per approval type
Field toggles: hidden, optional or required, header and lines
The order opens from the request
Works with sequential approvers, minimums and deadlines
Nothing changes about how quotations are made
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Field toggles per type
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.
It carries the order into an approval route; the rule that triggers the route is your configuration.
Blocking is the approval engine's state on the document.
This is a bridge; the requests and routes come from there.
Which line is approved is explicit - the amount rule lives in the type.
Works Well With
Apps from the same stack, built to fit this one:
Sales and Project Approvals
When an approved order has to move a project too.
OmniApproval™ - Sales & ProjectsWho Should Use OmniApproval™ - Quote & Order Approvals?
Salesperson
Asks for the discount with the quotation attached.
Sales manager
Approves with the order and the line in view.
Finance
Sees which orders were approved as exceptions.
Administrator
Configures per type what the request must carry.
Frequently Asked Questions
What does OmniApproval™ - Quote & Order Approvals do?
Approval requests that carry the sale order, its lines and its sales team - and can create or reference the order the flow is about.
What does OmniApproval™ - Quote & Order Approvals not do?
It does not enforce discount limits. It carries the order into an approval route; the rule that triggers the route is your configuration. It does not block confirmation by itself. Blocking is the approval engine's state on the document. It needs OmniApproval. This is a bridge; the requests and routes come from there. Line-level approval is per line, not per amount. Which line is approved is explicit - the amount rule lives in the type.
Who is OmniApproval™ - Quote & Order Approvals for?
Salesperson: Asks for the discount with the quotation attached. Sales manager: Approves with the order and the line in view. Finance: Sees which orders were approved as exceptions. Administrator: Configures per type what the request must carry.
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_approval_account, sale_management. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
OmniApproval (viin_approval): The engine this extends. Sales Teams Advanced (to_sales_team_advanced): The teams and regions an approval can route by. Sales and Project Approvals (viin_approval_sale_project): When an approved order has to move a project too.
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_approval_sale; pre-sales questions go to sales@viindoo.com.
See OmniApproval™ - Quote & Order Approvals in Action
Approve the quotation, with the quotation on the request
Need help with OmniApproval™ - Quote & Order 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
0.1 - Latest on the 17.0 line
- Sales fields are available on request lines as well as on the header.
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.
