All in One Dynamic Approvalm Sale Dynamic Approval Purchase Dynamic Approval Invoice Dynamic Approval
Multi Level Approvals Odoo App revolutionizes the approval process for sales orders, purchase orders, payments, and journal entries. This Odoo app allows users to configure dynamic approval workflows based on minimum total amounts and pre-tax figures. The app system mandates approvals from designated users and specific groups, ensuring a multi-level authorization process. Users receive email notifications for both approval and rejection, providing real-time updates on the status of their orders.
Also Explore Odoo Approval Workflow to streamline your business approval processes in a structured and efficient way. It helps automate request approvals, reduce delays, and ensure smooth decision-making across teams.
Features
1) Configure Dynamic Approval
User can configure dynamic approvals and set based on 'Total' and 'Before Tax Amount'.
2) Set Multiple Approvals
User can create or set multiple approvals for sales order, purchase order, payment and journal entry.
3) Approval Process By User & Group
There are two types of approval process 1) User and 2) Group.
4) Email Notification for Approval and Rejection
User will get an email notification for approval and rejection.
Dynamic Approval Configuration
Under general settings in that enable 'Dynamic Approval' checkbox and set approval based minimum amount of 'Total' or 'Before Tax Amount'. User have to enable 'On Customer Invoice' and 'On Vendor Bill' option for approvals.
Approvals Menu
Goto Settings -> Users & Companies -> Approvals menu in that create approval with minimum amount, Option to enable/disable 'Sales Person Always in CC' and enter approval details.
There are two types of approval process 1) User and 2) Group, Here select approval process by 'User' and define person who approved the sales.
User can select approval process by 'Group' and define group name to approved the sales by specific group users.
Goto Settings -> Users & Companies -> Approvals Configurations menu in that select model and approvals.
Sales Order Dynamic Approvals Confirm Sale Quotation
User can click on 'CONFIRM' button in sale quotation.
If approval based on 'Total', then approval will be based on total amount otherwise based on 'Before Tax Amount'.
User can see auto fetch approval levels based on configured approvals and minimum amount.
Once confirmed sale quotation and amount exceeding the limit, Sale quotation moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.
Email Notification for Approval Quotation
User can see email notification sent to approvers for approval sale quotation.
Approve Sale Quotation by First Approver
First approver can click on 'Approve' button to approved sale quotation.
Once approved sale quotation by first approver, Automatic set next approval level under 'Approval Info' tab.
Email Notification for Approval Quotation
Approve Sale Quotation by Second Approver
Second approver can click on 'Approve' button to approved sale quotation.
Once approved sale quotation by second approver, Confirmed sale order and view the details of approvers under 'Approval Info' tab.
Email Notification for Confirmed Sale Order
Reject Sale Quotation
Approver can click on 'Reject' button to rejected sale quotation.
Sale Order Reject Wizard
Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.
Rejected Sale Quotation
After rejected sale quotation by approver, Sale quotation moved to 'Reject' stage and no more approvals needed. User can view rejection information under 'Approval Info' tab.
Email Notification for Rejected Sale Order
Purchase Order Dynamic Approvals Approve RFQ by First Approver
First approver can click on 'Approve' button to approved RFQ.
Once approved RFQ by first approver, Automatic set next approval level under 'Approval Info' tab.
Approve RFQ by Second Approver
Second approver can click on 'Approve' button to approved RFQ.
Once approved RFQ by second approver, Confirmed purchase order and view the details of approvers under 'Approval Info' tab.
Payment Dynamic Approvals Approve Payment by First Approver
First approver can click on 'APPROVE PAYMENT' button to approved payment.
Once approved payment by first approver, Automatic set next approval level under 'Approval Info' tab.
Approve Payment by Second Approver
Second approver can click on 'APPROVE PAYMENT' button to approved payment.
Once approved payment by second approver, Posted payment and view the details of approvers under 'Approval Info' tab.
Journal Entry Dynamic Approvals Approve Customer Invoice by First Approver
First approver can click on 'Approve' button to approved customer invoice.
Once approved customer invoice by first approver, Automatic set next approval level under 'Approval Info' tab.
Approve Customer Invoice by Second Approver
Second approver can click on 'Approve' button to approved customer invoice.
Once approved customer invoice by second approver, Confirmed customer invoice and view the details of approvers under 'Approval Info' tab.
Approve Vendor Bill by First Approver
First approver can click on 'Approve' button to approved vendor bill.
Once approved vendor bill by first approver, Automatic set next approval level under 'Approval Info' tab.
Approve Vendor Bill by Second Approver
Second approver can click on 'Approve' button to approved vendor bill.
Once approved vendor bill by second approver, Confirmed vendor bill and view the details of approvers under 'Approval Info' tab.
Automate Multi-Level Approval Workflows
Businesses often require multiple approval stages before confirming quotations, purchase orders, invoices, or financial transactions. Manual approval handling can create delays, operational confusion, and approval tracking challenges.
Dynamic approval automation helps businesses streamline workflow management through configurable approval rules and automated authorization processes.
Key operational advantages include:
- Faster approval processing
- Improved workflow transparency
- Better managerial control
- Reduced manual follow-up activities
- Improved approval tracking
- Better operational accountability
These features help organizations maintain structured approval management across departments.
Advanced Sales Approval Management
Sales approval workflows help businesses maintain better control over quotations, pricing policies, discounts, and customer transactions. Automated approval systems ensure that sales operations follow organizational policies and authorization structures.
Sales-related benefits include:
- Better quotation approval management
- Discount approval control
- Improved sales workflow monitoring
- Faster managerial review processes
- Better transaction visibility
- Reduced unauthorized sales activities
These capabilities help organizations improve sales governance and operational consistency.
Purchase Order Approval Automation
Procurement operations often require approval management to maintain budget control and supplier transaction accuracy. Dynamic purchase approval workflows improve procurement transparency and financial monitoring.
Purchase approval advantages include:
- Better procurement authorization control
- Improved vendor transaction monitoring
- Faster purchase review workflows
- Better financial visibility
- Reduced procurement delays
- Improved purchasing accountability
These features help procurement teams manage supplier operations more efficiently.
Invoice Approval and Financial Control
Financial approvals are critical for maintaining accounting accuracy and preventing unauthorized billing operations. Invoice approval automation helps businesses improve accounting workflow management and operational compliance.
Accounting-related benefits include:
- Better invoice verification workflows
- Improved financial transparency
- Faster approval processing
- Reduced accounting discrepancies
- Better payment authorization control
- Improved audit visibility
This improves financial management and organizational accountability.
Configurable Approval Rules and Conditions
Different businesses require flexible approval structures based on operational policies, departments, transaction values, and user roles. Dynamic approval management supports configurable approval conditions for better workflow customization.
Supported configuration options include:
- Multi-level approval stages
- User role-based approvals
- Amount-based approval conditions
- Department-wise approval workflows
- Managerial authorization control
- Workflow-specific approval routing
These flexible configurations help businesses adapt workflows according to operational requirements.
Improve Operational Transparency and Accountability
Approval automation improves visibility into business operations and ensures proper authorization tracking across departments. Organizations can monitor pending approvals, completed authorizations, and workflow activities more effectively.
Transparency benefits include:
- Better workflow monitoring
- Improved managerial oversight
- Enhanced approval tracking
- Better compliance management
- Reduced operational confusion
- Improved audit preparation
These improvements support more organized and accountable business operations.
ERP Workflow Integration Across Multiple Departments
One of the major advantages of dynamic approval management is seamless integration across different ERP workflows. Businesses can synchronize approval operations with Sales, Purchase, Accounting, CRM, Inventory, and Reporting systems.
Integrated workflow advantages include:
- Centralized operational management
- Better departmental coordination
- Improved transaction visibility
- Faster workflow execution
- Better reporting accuracy
- Enhanced operational consistency
This integration improves organizational efficiency and business process management.
Scalable Approval Solution for Growing Businesses
As organizations expand operations, approval complexity and transaction volumes increase significantly. A scalable approval management system helps businesses maintain operational control during business growth.
Scalability advantages include:
- Better workflow standardization
- Improved organizational control
- Faster transaction handling
- Better communication coordination
- Enhanced managerial visibility
- Improved operational scalability
These features support long-term business growth and digital transformation strategies.
Conclusion
The All-in-One Dynamic Approval solution helps businesses automate approval workflows, improve operational transparency, and strengthen authorization management across Sales, Purchase, and Invoice operations within Odoo ERP. By centralizing approval management and improving workflow automation, organizations can enhance productivity, financial control, and business process efficiency.
Businesses implementing automated approval systems benefit from better operational accountability, improved workflow coordination, enhanced reporting visibility, and scalable ERP processes that support sustainable business growth.
