Odoo 17 Custom Module - Sales Order Approval Workflow
Rozpočet: $80.0
FIXED /
⭐ 5.00 (22)
India
odoo, python, crm, javascript, openerp-development, hubspot, api
Preferované kvalifikácie
- Skúsenosť: Expert
We run Odoo 17 (Community) for our sales operations and need a small custom module to add an approval step on high-value sales orders. Right now any salesperson can confirm an order of any size, and we need a control in place before it goes to the warehouse.
When a sales order is confirmed, the system should check the order total against a threshold we can configure ourselves in Settings. Below the threshold, the order confirms as normal. At or above it, the order moves to an "Awaiting Approval" state and needs sign-off from our Sales Manager before proceeding.
Requirements:
1. Threshold amount and the approver group configurable from Sales - Configuration - Settings (not hardcoded), per company
2. Approval stage visible in the sales order status bar
3. Approve / Reject buttons on the order form, visible only to the approver group. Reject returns the order to draft and requires a reason
4. Every approval, rejection and reason logged in the order chatter with user and timestamp
5. A salesperson cannot approve their own order, and cannot bypass the workflow by editing the state directly
Standard Odoo follower notifications are fine for alerting the approver - no custom email templates needed.
Deliverables:
- Installable Odoo 17 module, self-contained, no changes to core files
- Source as a zip or Git repo
- Short setup note (install, configure, assign the approver group)
- One round of fixes after testing on our staging instance
Freelancer should have:
- Odoo 17 custom module development experience
- Comfortable with sale.order workflow, security groups and record rules
- Follows Odoo conventions so the module survives upgrades
- Should not build this by editing the standard Sales app
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