Sale Order Approval Check Lists v.14

The tool to make sure a sale order is ready for the next stage. Sale checklists

48€

The tool does not require extra dependencies beside standard Odoo apps.
Current version: 14.0.1.0.1

Enterprise
Community
Odoo.sh

To make a sale, each company undertakes a specific sequence of actions which usually involves various user roles and various requirements to be fulfilled. Control of that process is both complex and extremely important. If a salesperson misses a step, a promising deal might evolve to a drastic failure. This Odoo tool is to make sure that a sale order is always ready to the next stage and all intermediary results are approved. The app let you prepare a check list per each state, force users to confirm all points, and control approval by responsible managers.

Check lists per sales stage and team

Checklists are defined for each sales team what let you reflect various work flows depending on applied sales typology. Sale managers specify what and on which order state should be done and approved. A set is unlimited and might reflect custom sales stages

Actions ensured to be done

In order to move an quotation to a new state, a sales person needs to enter all confirmation points and should get approval for those he/she doesn't have a right to confirm

Indicative checklist to-do

Not yet done check points are shown right on the tree of sale orders and quotations. You may distinguish those by colors and may always search them by key words

Approval history for managerial control

Check list actions are saved in history. If a order state is changed, already done check items would be recovered. Turn on the setting 'not saved' to avoid that behavior for specific approval points

Multiple sales approval roles

The app let assign security groups for each check list point. In such a case, only users from that groups would be able to confirm a related item

Super approval admins

The special role 'Sale Order Checklists Super User' allows (a) to confirm any check points disregarding defined security groups and (b) to move any quotation further without fulfilling check lists.

Check list per team and Odoo quotation state
Approval points per sale order state
Check list mist be done to move an order further
Quotations tree with check items

Configurable sales multi approval

Ensured approval workflow

  • Check items are generated based on a sales order team and state. Thus, set of actions to be done is different for each stage
  • Odoo scans check lists as soon as a user tries to change an order state. If not all actions are undertaken or confirmed, a quotation can't be moved forward
  • You are not obliged to have a check list for each state. Scanning of empty checklist is always considered as successful
  • The app let configure check points for each standard or custom sale state

Typical scenarios for checklists

  • A user tries to confirm an order ('Quotation' - 'Sale Order' and 'Quotation Sent' - 'Sale Order')
  • A user locks ('Sale order' - 'Locked') or unlocks ('Locked' - 'Sale order') a sale
  • A user prints or sends a draft quotation ('Quotation' - 'Quotation Sent')
  • A user cancels a quotation (any state - 'Cancelled') or re-set cancelled quotation ('Cancelled' - 'Quotation')

Frequently Asked Questions about Sale Order Approval Check Lists Odoo v.14

According to the current Odoo Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
  • starting from the version 13.0, every version of the module should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.

  1. Unzip source code of purchased tools in one of your Odoo add-ons directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

As soon as you purchased the app, the button 'Deploy on Odoo.sh' will appear on the app's page in the Odoo store. Push this button and follow the instructions.

Take into account that for paid tools you need to have a private GIT repository linked to your Odoo.sh projects

No, third party apps can not be used on Odoo Online.

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

Odoo demonstration databases (live previews)

For this app we might provide a free personalized demo database.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

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