Introduction
By default odoo provides double validation only on Purchase Orders, if you want to follow same procedure in Sales Order you can achieve through this Odoo apps. This Odoo apps helps you to add two-step approval process for Quotation and Sales order in Odoo.This Odoo module add two setup validation process and double validation approval process for Quote-Sales Order.After installing this odoo module you can set Double validation approval limit amount , when quotation amount will cross this limit approve all those sales order-Quotation will send for double approval process.This odoo app helps user to approve multiple sale order an once, user can approve all sales order with single click and generate delivery for waiting approval sale orders.
Why Sales Order Double Approval is Important
In many organizations, sales teams handle quotations and orders of different values every day. While standard sales orders can be processed quickly, high-value quotations often require additional review and authorization from management. Without a structured approval process, businesses may face pricing errors, unauthorized discounts, incorrect commitments, and reduced profit margins.
The Mass Sales Double Approval and Validation module introduces a controlled approval workflow that ensures large-value quotations receive proper verification before confirmation. This helps companies maintain financial discipline, improve accountability, and reduce operational risks while keeping the sales process organized and transparent.
How the Double Approval Workflow Works
The module extends the standard Odoo sales workflow by introducing an additional approval stage. Administrators can define a sales amount threshold in the configuration settings. Whenever a quotation exceeds the configured amount, it is automatically moved to a "To Approve" state instead of being confirmed immediately.
Authorized managers can review these quotations and approve them individually or in bulk. Once approved, the quotation is converted into a confirmed sales order and the corresponding delivery order is generated automatically. This ensures that warehouse operations begin only after the required sales approval has been completed.
Configurable Approval Rules for Different Business Requirements
Every organization follows a different sales approval policy based on its operational structure and risk management requirements. This module provides flexibility by allowing administrators to define a sales order amount threshold that triggers the approval workflow automatically.
Businesses can configure approval rules according to their internal processes, ensuring that routine sales orders are processed quickly while high-value quotations receive the necessary managerial review. This approach helps maintain a balance between operational efficiency and financial control.
Improved Control Over High-Value Sales Transactions
Large sales orders often involve significant revenue, special pricing agreements, or customer-specific negotiations. Allowing such quotations to be confirmed without review may increase the risk of pricing mistakes or unauthorized commitments.
With the double approval mechanism, management gains complete visibility into high-value quotations before they become confirmed sales orders. This additional layer of control helps businesses maintain pricing consistency, protect profit margins, and ensure compliance with company policies.
Features
1) Sales Approval in Sale.
It allows user to give double validation on Sales Order.
2) Double Validation in Configuration.
This app helps you to configure amount for double validation.
3) Mass Approve Sales Orders.
User can approve multiple sales orders at once.
4) Generate Delivery after Approve Sales.
Sales order delivery only generated after approve sales orders.
Also read: Sales Order Dynamic Approval | Sales Multi Level Approval
Sale Approval Configuration
Under Sales > Configuration menu user have to enable "SO Approval" and enter sale order amount, if sale order total above then amount it need to approve.
Sales Quotation
User can see created sales quotations with greater amount then configured amount.
Mass Approve Sales Orders
Under Sales > Orders > To Be Approve Sale Order menu user can see sales order to approve.
On confirmed sales order user can see sale order on "To Approve" state,
User can select multiple sales orders that he/she wans to approve, and under "Action" menu user can see "Mass Sale Approve" menu.
On clicking "Mass Sale Approve" button user can see sales order moved to "Sale Order" state from "To Approve" state, also delivery order is generated.
Benefits of Mass Approval for Sales Teams
Managing approvals manually can become time-consuming when businesses process a large number of quotations every day. The mass approval functionality significantly reduces administrative effort by allowing managers to approve multiple sales orders in a single action.
Key business benefits include:
- Faster processing of approved quotations.
- Reduced manual approval workload.
- Better control over high-value transactions.
- Improved coordination between sales and warehouse teams.
- Consistent approval policies across the organization.
- Increased operational efficiency during peak sales periods.
Ideal Use Cases for This Module
This module is particularly useful for organizations that require additional control over their sales process. It can be implemented across various industries and business models.
Common use cases include:
- Manufacturing companies processing large customer orders.
- Wholesale distributors managing bulk sales transactions.
- Trading companies offering special pricing or discounts.
- Enterprises with hierarchical approval requirements.
- Businesses that want to prevent unauthorized order confirmations.
By introducing a configurable approval mechanism, companies can maintain compliance with internal sales policies while ensuring smooth order processing.
Seamless Integration with Existing Odoo Sales Workflow
One of the major advantages of this module is that it extends the standard Odoo sales process without disrupting existing operations. Sales representatives can continue creating quotations as usual, while the approval process is automatically applied when the configured conditions are met.
After approval, the workflow proceeds normally with sales order confirmation and delivery generation. This ensures a smooth user experience while adding stronger governance and accountability to the sales cycle.
Business Challenges Solved by Sales Order Approval
As businesses grow, managing sales approvals becomes increasingly important. Sales representatives often handle multiple quotations daily, and without a proper approval mechanism, there is a risk of confirming orders that exceed company-authorized limits. Such situations can lead to pricing inconsistencies, unauthorized discounts, and reduced profitability.
The Mass Sales Double Approval and Validation module addresses these challenges by introducing a structured review process for high-value quotations. Instead of allowing every quotation to be confirmed immediately, the system ensures that designated managers review orders that exceed predefined thresholds. This improves operational control and helps organizations maintain standardized sales practices across departments.
In addition, businesses operating with multiple sales teams can use this approval workflow to enforce company policies consistently. Managers gain greater visibility into large transactions while sales representatives can continue their day-to-day activities without unnecessary manual monitoring.
Why Businesses Choose Mass Sales Approval Solutions
Modern organizations require systems that balance control with efficiency. While approval processes are necessary for governance, excessive manual work can slow down operations and affect customer satisfaction.
This module provides the ideal balance by combining configurable approval rules with powerful mass approval capabilities. Managers can maintain complete oversight of important transactions while ensuring that approved orders move quickly through the fulfillment process.
Whether used by wholesalers, manufacturers, distributors, retailers, or service-based companies, the solution helps create a more organized, scalable, and reliable sales approval workflow within Odoo.
Conclusion
Mass Sales Double Approval and Validation enhances Odoo's sales management capabilities by bringing purchase-style approval controls to the sales workflow. The module combines configurable approval limits, multi-user authorization, mass approval actions, and automatic delivery generation into a single solution. Businesses can strengthen sales governance, improve operational efficiency, and ensure that high-value quotations are reviewed properly before becoming confirmed sales orders.
