Managing sales quotations efficiently is essential for businesses that need proper control over pricing, discounts, and high-value transactions. The Sales Order Dynamic Approval Odoo App provides a flexible and automated approval workflow that helps organizations ensure that sales quotations are reviewed and approved by the right people before confirmation.
This module allows businesses to configure approval rules based on quotation amounts, either using the total amount including taxes or the amount before taxes. Once a quotation exceeds the defined threshold, it automatically enters an approval workflow and waits for approval from designated users or groups.
The app is ideal for organizations that require internal controls, multi-level authorization, and transparency throughout the sales process.
Why Use Sales Order Dynamic Approval?
In many organizations, sales teams create quotations with varying values and discount structures. High-value quotations often require review from sales managers, finance teams, or senior management before being confirmed.
Without a structured approval system, businesses may face:
- Unauthorized sales approvals
- Pricing inconsistencies
- Revenue leakage
- Compliance issues
- Lack of visibility into approval history
The Sales Order Dynamic Approval App solves these challenges by introducing configurable approval levels and automated approval routing.
Sale Dynamic Approval Configuration
Goto Sales -> Configuration -> Settings in that enable 'Dynamic Approval' checkbox and set approval based minimum amount of 'Total' or 'Before Tax Amount'.
Sale Approval Configuration
Goto Sales -> Configuration -> Approval Configuration menu in that create sale 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.
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
Key Features
Configure Dynamic Sales Approvals
Users can configure dynamic approval rules directly from the Sales settings menu. Approval workflows can be triggered based on:
- Total quotation amount
- Before-tax amount
This flexibility allows businesses to align approval requirements with their internal policies.
Multiple Approval Levels
Create unlimited approval levels for sales quotations. Different approval stages can be configured for different transaction values, ensuring proper authorization at every level.
User-Based Approval Process
Assign specific users as approvers for particular approval stages. Each approver receives notifications and can review, approve, or reject quotations according to their authority.
Group-Based Approval Process
Instead of individual users, approval responsibilities can be assigned to user groups. Any authorized member of the designated group can process the approval request.
Automated Approval Routing
The system automatically determines which approval workflow should be applied based on the quotation amount and configured approval rules.
Approval Tracking
Track every approval action with complete visibility into:
- Approver names
- Approval dates
- Approval levels
- Rejection reasons
- Approval history
Email Notifications
Automatic email notifications keep all stakeholders informed whenever:
- Approval is requested
- A quotation is approved
- A quotation is rejected
- A sales order is confirmed
Salesperson in CC Option
Administrators can configure whether the salesperson should always be included in email communications related to approval activities.
Benefits of Using Sales Multi-Level Approval
Improved Financial Control
Prevent unauthorized approval of high-value quotations and ensure proper financial governance.
Increased Transparency
Maintain a complete audit trail of every approval decision, helping management monitor sales activities effectively.
Faster Approval Cycles
Automated notifications and workflow routing reduce delays and improve response times.
Better Compliance
Ensure company policies are followed consistently across all sales transactions.
Reduced Risk
Minimize pricing errors and unauthorized commitments by enforcing approval requirements before order confirmation.
How the Approval Workflow Works
Step 1: Configure Approval Settings
Navigate to:
Sales → Configuration → Settings
Enable the Dynamic Approval option and select whether approvals should be based on:
- Total Amount
- Before Tax Amount
Step 2: Create Approval Configurations
Navigate to:
Sales → Configuration → Approval Configuration
Create approval rules by defining:
- Minimum approval amount
- Approval process type
- Approval levels
- Users or groups responsible for approval
- Email notification settings
Step 3: Create Sales Quotation
Salespersons create quotations as usual within Odoo.
Step 4: Confirm Quotation
When the quotation amount exceeds the configured threshold, the quotation automatically enters the Waiting for Approval stage.
The system generates approval levels automatically according to configured rules.
Step 5: First-Level Approval
The first approver receives an email notification and reviews the quotation.
The approver can:
- Approve the quotation
- Reject the quotation
- View approval details
Step 6: Next-Level Approval
Once the first approval is completed, the system automatically assigns the next approval level and sends notification emails to the next approver.
Step 7: Final Confirmation
After all approval levels are completed successfully, the quotation is automatically confirmed as a Sales Order.
Step 8: Rejection Handling
If any approver rejects the quotation:
- A rejection wizard appears
- Rejection reason becomes mandatory
- Quotation moves to the Rejected stage
- Approval process stops immediately
- Notification emails are sent automatically
Real-Time Approval Status Visibility
Sales teams frequently need visibility into the status of their quotations. Without a centralized approval mechanism, it can be difficult to determine who is responsible for the next approval step.
This module provides real-time visibility into:
- Current approval level
- Pending approvers
- Approved stages
- Rejected approvals
- Approval timestamps
- Approval comments
- Final approval outcome
Sales representatives can easily monitor quotation progress and communicate accurate updates to customers.
Support for Growing Businesses
As organizations expand, sales approval requirements become more sophisticated. What starts as a simple single-level approval process may evolve into a multi-tier approval structure involving multiple departments.
The module scales with business growth by allowing administrators to:
- Add new approval levels
- Modify approval thresholds
- Assign additional approvers
- Configure new approval groups
- Adapt workflows to changing business policies
This flexibility ensures that the approval process remains effective as the organization grows.
Enhanced Accountability Across Teams
Every approval action performed within the system is recorded and linked to the responsible user. This creates a clear chain of accountability and helps organizations maintain transparency throughout the sales process.
Managers can review:
- Who approved the quotation
- When the approval occurred
- Which approval level was completed
- Reasons for rejection
- Historical approval decisions
Such detailed records are particularly useful during internal reviews and compliance audits.
Improve Internal Control and Governance
Strong governance is essential for businesses that handle large sales transactions, contractual agreements, or regulated products and services.
The Sales Dynamic Approval App helps organizations:
- Enforce pricing policies
- Prevent unauthorized discounts
- Control high-value transactions
- Standardize approval procedures
- Maintain regulatory compliance
By ensuring that every quotation follows a predefined approval workflow, organizations can reduce operational risks and improve decision-making processes.
Seamless Integration with Existing Sales Workflow
The module integrates directly with Odoo Sales Management without disrupting existing business operations. Users can continue creating quotations and sales orders using familiar workflows while benefiting from additional approval controls.
The approval functionality works seamlessly alongside:
- Sales Orders
- Quotations
- Customer Management
- Pricelists
- Discounts
- Taxes
- Sales Reporting
- CRM Processes
This integration ensures a smooth user experience while enhancing operational control.
Industries That Benefit from This App
The Sales Order Dynamic Approval App is suitable for:
- Manufacturing Companies
- Wholesale Businesses
- Distribution Companies
- Retail Chains
- Service Providers
- Construction Companies
- Trading Businesses
- Enterprise Organizations
Any organization that requires approval control over sales quotations can benefit from this solution.
Complete Approval Audit Trail
The Approval Info tab provides complete visibility into the approval process, including:
- Current approval stage
- Pending approvers
- Completed approvals
- Approval timestamps
- Rejection comments
- Final approval status
This information helps managers track quotation progress and maintain accountability.
Conclusion
The Sales Order Dynamic Approval Odoo App provides a powerful and flexible approval management system for sales quotations and sales orders. By automating approval workflows, enforcing financial controls, and providing complete visibility into approval activities, businesses can improve governance, reduce risks, and accelerate sales operations.
Whether your organization requires simple approvals or complex multi-level authorization processes, this module delivers the flexibility needed to manage sales approvals efficiently within Odoo.
