OmniApproval™ Sales — Quote & Order Approvals That Sales Can Trust
Extend OmniApproval™ into your sales workflow so every quotation or sales order is authorized and traceable.
What it does
- Sales-specific approval type: adds type = 'sale_order' on Approval Request Type (Quotation / Sales Order), auto-generated per company (post_init_hook).
- Sales fields on approvals: adds sale_order_id and sale_line_id on approval requests and lines, plus sales_team_id.
- Safe domain & company checks: sale_line_id is filtered by the chosen sale_order_id; all these fields are check_company=True.
- Per-type toggles with labels: enable/optional/required for header and line (Sales Order / Sales Line / Sales Team) with translatable labels.
- Views & wizard integration: fields and toggles are injected into the approval form, line form, and create-by-wizard, keeping UX consistent.
- Security alignment: sales_team.group_sale_manager implies to_approvals.group_approval_officer, so Sales Managers can approve without extra setup.
Business benefits
- Prevent unapproved quotations/orders before they move forward.
- Enforce sales policy with explicit links to the SO and its lines.
- Centralized audit trail: know who approved, when, and in what sales context.
Executive value
For CEOs/CFOs and Heads of Sales, this adapter creates a single place to see who requested, who approved, and for which SO/line — improving commercial discipline and removing ambiguity in customer/pricing decisions.
No “spreadsheet approvals”. No blind spots. Just clear, policy-backed sales approvals.
Editions Supported
- Community Edition
- Enterprise Edition
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