Sale Order Approval Check Lists v.12
The tool to make sure a sale order is ready for the next stage
Check lists per sales team and order state
As a result when a sale order has an assigned team and gets its state updated, a check list would be automatically prepared.
How check list points might be missed
Often an order state change does not require fulfilment of all requirements. For example, when you cancel a sale it seems unreasonable to approve customer credibility.
In such a case you should merely define states moving to which doesn't need confirmation. It is possible to do right under the check list settings on a team form.
One of important use cases is also the state 'Quotation sent'. Sometimes, approval is required for an order confirmation but not for its forwarding to a client. This step might be even missed. In that situation you should define the same check points for the states 'Quotation' and 'Quotation Sent', while 'Quotation Sent' should be added as a no-checklist-required step.
Screenshots
Sale team checklist settings
Check list is unique per order state and team
Sale order multi approval flow
Since the tool let assign user groups for each checklist line, you may force various employees to take part in a sale evolvement. In such a way it is guaranteed that all actions are done and carefully checked.
When Odoo would warn salespersons to confirm check lists
Odoo will scan check lists as soon as a user tries to change sale state. In particular it happens when:
- 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').
Surely, you are not obliged to have a check list for each state. Scanning of empty checklist is always considered as successful.
Besides, if you had custom stages, transitions to those would be also taken into account.
Screenshots
Approval involves various user roles
Quotation state can't be changed until checklist is confirmed
Odoo scans check list progress for any attempt of state update
Approval history
Indicative checklist to-do
Screenshots
Check lists to-do on tree views
Search orders by check point to be done
Super checklist user
In such a case you should assign the super check list access level for yourself or for any responsible manager. A user with such rights would be able both to change an order sate without approving check list and confirm any check point disregarding security restrictions.
Screenshots
Super checklist user has full rights for any check list
Frequently Asked Questions about Sale Order Approval Check Lists Odoo v.12
What are the update policies of your tools?
According to the current Odoo Apps Store policies:
- Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
- Starting from version 13.0, every module version should be purchased separately.
- Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.
Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.
How can I install your app on Odoo.sh?
The most straightforward approach is to use the Odoo store's built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Log in to your account, then click 'Create a new repo' or use an existing one. Please ensure your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.
These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Ensure none of the app folders/files are ignored (i.e., not included in your repo's .gitignore). Repositories are automatically created by odoo.sh and may include some crucial items by default (e.g., /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.
How should I install your app on my own server?
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
I noticed that your app has extra add-ons. May I purchase them afterwards?
Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.
I deployed your app on Odoo.sh and see warning/error in tests
A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behaviour that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.
So, first of all, please check the deployed database features. Does everything work correctly?
If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).
May I buy your app from your company directly?
No, we only distribute the tools through the official Odoo apps store.
I would like to get a discount
Regretfully, we do not have the technical means to provide individual prices.
May I install the app on my Odoo Online (SaaS) database?
No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
Your tool has dependencies on other app(s). Should I purchase those?
Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.
What is the price for the module in US Dollars? Why did it change?
The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.
App and website wording in languages other than English is AI-assisted and aligned with official Odoo translations. If you spot a mistake, send a translations-correctness ticket and we will fix it.
Bug reporting
If you encounter bugs or inconsistent behaviour, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
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