sale_tier_validation

Sale Tier Validation

This module extends the functionality of Sale Orders to support a tier validation process.

Table of contents

• Installation
• Configuration
• Usage
• Known issues / Roadmap
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Installation

This module depends on base_tier_validation. You can find it at OCA/server-ux

Configuration

To configure this module, you need to:

1. Go to Settings > Technical > Tier Validations > Tier Definition.
2. Create as many tiers as you want for Sale Order model.

If necessary, update the "Block Printing of Unvalidated Quotations" under Sales > Configuration > Settings to block the printing of quotation when the order has yet to be validated (disabled by default).

Usage

To use this module, you need to:

1. Create a Sale Order triggering at least one "Tier Definition".
2. Click on Request Validation button.
3. Under the tab Reviews have a look to pending reviews and their statuses.
4. Once all reviews are validated click on Confirm Order.

Additional features:

• You can filter the SOs requesting your review through the filter Needs my Review.
• User with rights to confirm the SO (validate all tiers that would be generated) can directly do the operation, this is, there is no need for her/him to request a validation.

Known issues / Roadmap

• The sales order, when moved to the state sent, will still send the email even if the validation is not approved by the corresponding tier. Code to consider this particular case is not developed.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Open Source Integrators

Contributors

• Mayank Gosai <[email protected]>
• Tecnativa:
  • Sergio Teruel
• Tharathip Chaweewongphan <[email protected]>
• Quartile:
  • Aung Ko Ko Lin

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.