Discount Approval on Sales Orders

Discount Approval on Sales Orders. Require manager approval when an order's margin falls below a floor or a line is priced below cost - a clean request, approve or refuse trail. Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed.

In the next few minutes: discount approval on sales orders, then setting the threshold, then the workflow, then frequently asked questions, then how we make sure it works. Then what this app deliberately does not do, so you can tell before you buy whether it fits. No Enterprise modules and no external Python libraries are required. Discount Approval on Sales Orders.

Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed. This page is the complete manual. Follow it top to bottom and you can install, set your threshold and run the workflow without contacting support.

Setting the threshold. Go to Settings > Sales > Pricing > Discount Approval and set Needs approval above to the maximum self-service discount (for example 15%). The threshold is per company. The workflow.

1. A salesperson builds a quotation. If any line's discount exceeds the threshold, an Approval Pending state applies and confirming is blocked. 2.

The salesperson clicks Request Discount Approval — a to-do activity is raised for the team leader and the order shows To Approve. 3. A Sales Manager opens the order and clicks Approve Discount (or Refuse Discount). Both are logged on the chatter.

4. Once approved, the order confirms normally. If refused, it stays blocked until the discount is reduced or re-approved. If the discount is lowered below the threshold at any point, the block clears automatically.

Frequently asked questions. Who can approve? Any user in the Sales / Administrator (Sales Manager) group. Salespeople cannot approve their own discounts.

Does it look at the order's overall discount or each line? It uses the highest line discount on the order, so a single deep-discounted line still triggers approval. How we make sure it works. Before every release, 20 automated checks run against this app on Odoo 16, 17, 18, 19 and 20.

Among them: Rep cannot self approve via create. Rep cannot self refuse via create. Salesperson cannot self approve margin hold. Non manager cannot approve directly.

Non manager cannot approve. The complete list is in the source you receive. Support. Questions or ideas: support@bambooforge.dev.

What it does not do. Said before you buy, because it is the half that decides whether the app fits: Let a salesperson approve their own discount, through the button or by creating the order approved. Change prices: it holds confirmation until a Sales Manager approves a discount above the threshold. Order stuck at "To Approve" with no one to approve it.

Cause Requesting approval schedules a to-do activity for the sales team leader (team_id.user_id) or, failing that, the salesperson — but only a user in the Sales / Administrator group (sales_team.group_sale_manager) can actually approve. If the team has no leader, or the leader is not a Sales Manager, the activity lands on someone who cannot press Approve Discount. Diagnosis Open the order: the Approval Pending ribbon shows and Discount Approval reads To Approve. Check the activity assignee against the members of the Sales / Administrator group.

"Only a Sales Manager can approve or refuse a discount". Cause The Approve Discount / Refuse Discount buttons are visible only to the Sales / Administrator group, and both the action and the underlying write are guarded — a salesperson (or an RPC call) attempting to set the state to approved or refused is rejected with this error. Diagnosis Confirm the acting user's groups under Settings > Users. Salespeople hold Sales / User only.

Confirmation blocked: "needs sales-manager approval". Cause action_confirm refuses to confirm while approval_required is set and the order is not yet approved. This fires on every confirm path (back office and portal), listing the trigger in the Approval Reason. Resolution Either reduce what triggered it (bring the top line discount back under the threshold, or lift the margin), or click Request Discount Approval and have a Sales Manager approve.

Reducing the discount below the threshold clears the block automatically. Now the part most videos leave out: what this does not do. The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Discount Approval on Sales Orders. Require manager approval when an order's margin falls below a floor or a line is priced below cost - a clean request, approve or refuse trail. Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed.

In the next few minutes: discount approval on sales orders, then setting the threshold, then the workflow, then frequently asked questions, then support. Then what this app deliberately does not do, so you can tell before you buy whether it fits. No Enterprise modules and no external Python libraries are required. Discount Approval on Sales Orders.

Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed. This page is the complete manual. Follow it top to bottom and you can install, set your threshold and run the workflow without contacting support.

Setting the threshold. Go to Settings > Sales > Pricing > Discount Approval and set Needs approval above to the maximum self-service discount (for example 15%). The threshold is per company. The workflow.

1. A salesperson builds a quotation. If any line's discount exceeds the threshold, an Approval Pending state applies and confirming is blocked. 2.

The salesperson clicks Request Discount Approval — a to-do activity is raised for the team leader and the order shows To Approve. 3. A Sales Manager opens the order and clicks Approve Discount (or Refuse Discount). Both are logged on the chatter.

4. Once approved, the order confirms normally. If refused, it stays blocked until the discount is reduced or re-approved. If the discount is lowered below the threshold at any point, the block clears automatically.

Frequently asked questions. Who can approve? Any user in the Sales / Administrator (Sales Manager) group. Salespeople cannot approve their own discounts.

Does it look at the order's overall discount or each line? It uses the highest line discount on the order, so a single deep-discounted line still triggers approval. Support. Questions or ideas: support@bambooforge.dev.

.. BAMBOOFORGE-DOC-APPENDIX (auto-generated: Upgrade/Uninstall/Changelog + bespoke) Order stuck at "To Approve" with no one to approve it. Cause Requesting approval schedules a to-do activity for the sales team leader (team_id.user_id) or, failing that, the salesperson — but only a user in the Sales / Administrator group (sales_team.group_sale_manager) can actually approve. If the team has no leader, or the leader is not a Sales Manager, the activity lands on someone who cannot press Approve Discount.

Diagnosis Open the order: the Approval Pending ribbon shows and Discount Approval reads To Approve. Check the activity assignee against the members of the Sales / Administrator group. "Only a Sales Manager can approve or refuse a discount". Cause The Approve Discount / Refuse Discount buttons are visible only to the Sales / Administrator group, and both the action and the underlying write are guarded — a salesperson (or an RPC call) attempting to set the state to approved or refused is rejected with this error.

Diagnosis Confirm the acting user's groups under Settings > Users. Salespeople hold Sales / User only. Confirmation blocked: "needs sales-manager approval". Cause action_confirm refuses to confirm while approval_required is set and the order is not yet approved.

This fires on every confirm path (back office and portal), listing the trigger in the Approval Reason. Resolution Either reduce what triggered it (bring the top line discount back under the threshold, or lift the margin), or click Request Discount Approval and have a Sales Manager approve. Reducing the discount below the threshold clears the block automatically. Margin floor or below-cost check never triggers.

Cause Gross margin is computed from each product's cost (standard price) in the company currency. When no line carries a cost, the order is treated as full (100%) margin and gives no signal, so neither the Minimum Gross Margin floor nor Block Below-Cost Lines can fire. A Minimum Gross Margin left at 0 also disables the floor check entirely. Diagnosis Check bf_margin_percent and bf_below_cost on the order, and confirm the products have a non-zero Cost.

Confirm Minimum Gross Margin and Block Below-Cost Lines are set for the company. Approval clears itself after the order is edited. Cause Changing the order lines revisits the decision: if the edit removes the trigger, the state falls back to No Approval Needed; if an already-approved order still needs approval, it drops back to To Approve so it is reviewed again. Resolution This is intended — margin and discount are re-evaluated on every line change.

Re-request and re-approve after material edits. Now the part most videos leave out: what this does not do. The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Discount Approval on Sales Orders. Require manager approval when an order's margin falls below a floor or a line is priced below cost - a clean request, approve or refuse trail. Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed.

In the next few minutes: discount approval on sales orders, then setting the threshold, then the workflow, then frequently asked questions, then support. Then what this app deliberately does not do, so you can tell before you buy whether it fits. No Enterprise modules and no external Python libraries are required. Discount Approval on Sales Orders.

Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed. This page is the complete manual. Follow it top to bottom and you can install, set your threshold and run the workflow without contacting support.

Setting the threshold. Go to Settings > Sales > Pricing > Discount Approval and set Needs approval above to the maximum self-service discount (for example 15%). The threshold is per company. The workflow.

1. A salesperson builds a quotation. If any line's discount exceeds the threshold, an Approval Pending state applies and confirming is blocked. 2.

The salesperson clicks Request Discount Approval — a to-do activity is raised for the team leader and the order shows To Approve. 3. A Sales Manager opens the order and clicks Approve Discount (or Refuse Discount). Both are logged on the chatter.

4. Once approved, the order confirms normally. If refused, it stays blocked until the discount is reduced or re-approved. If the discount is lowered below the threshold at any point, the block clears automatically.

Frequently asked questions. Who can approve? Any user in the Sales / Administrator (Sales Manager) group. Salespeople cannot approve their own discounts.

Does it look at the order's overall discount or each line? It uses the highest line discount on the order, so a single deep-discounted line still triggers approval. Support. Questions or ideas: support@bambooforge.dev.

.. BAMBOOFORGE-DOC-APPENDIX (auto-generated: Upgrade/Uninstall/Changelog + bespoke) Order stuck at "To Approve" with no one to approve it. Cause Requesting approval schedules a to-do activity for the sales team leader (team_id.user_id) or, failing that, the salesperson — but only a user in the Sales / Administrator group (sales_team.group_sale_manager) can actually approve. If the team has no leader, or the leader is not a Sales Manager, the activity lands on someone who cannot press Approve Discount.

Diagnosis Open the order: the Approval Pending ribbon shows and Discount Approval reads To Approve. Check the activity assignee against the members of the Sales / Administrator group. "Only a Sales Manager can approve or refuse a discount". Cause The Approve Discount / Refuse Discount buttons are visible only to the Sales / Administrator group, and both the action and the underlying write are guarded — a salesperson (or an RPC call) attempting to set the state to approved or refused is rejected with this error.

Diagnosis Confirm the acting user's groups under Settings > Users. Salespeople hold Sales / User only. Confirmation blocked: "needs sales-manager approval". Cause action_confirm refuses to confirm while approval_required is set and the order is not yet approved.

This fires on every confirm path (back office and portal), listing the trigger in the Approval Reason. Resolution Either reduce what triggered it (bring the top line discount back under the threshold, or lift the margin), or click Request Discount Approval and have a Sales Manager approve. Reducing the discount below the threshold clears the block automatically. Margin floor or below-cost check never triggers.

Cause Gross margin is computed from each product's cost (standard price) in the company currency. When no line carries a cost, the order is treated as full (100%) margin and gives no signal, so neither the Minimum Gross Margin floor nor Block Below-Cost Lines can fire. A Minimum Gross Margin left at 0 also disables the floor check entirely. Diagnosis Check bf_margin_percent and bf_below_cost on the order, and confirm the products have a non-zero Cost.

Confirm Minimum Gross Margin and Block Below-Cost Lines are set for the company. Approval clears itself after the order is edited. Cause Changing the order lines revisits the decision: if the edit removes the trigger, the state falls back to No Approval Needed; if an already-approved order still needs approval, it drops back to To Approve so it is reviewed again. Resolution This is intended — margin and discount are re-evaluated on every line change.

Re-request and re-approve after material edits. Now the part most videos leave out: what this does not do. The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Discount Approval on Sales Orders. Require manager approval when an order's margin falls below a floor or a line is priced below cost - a clean request, approve or refuse trail. Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed.

In the next few minutes: discount approval on sales orders, then setting the threshold, then the workflow, then frequently asked questions, then support. Then what this app deliberately does not do, so you can tell before you buy whether it fits. No Enterprise modules and no external Python libraries are required. Discount Approval on Sales Orders.

Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed. This page is the complete manual. Follow it top to bottom and you can install, set your threshold and run the workflow without contacting support.

Setting the threshold. Go to Settings > Sales > Pricing > Discount Approval and set Needs approval above to the maximum self-service discount (for example 15%). The threshold is per company. The workflow.

1. A salesperson builds a quotation. If any line's discount exceeds the threshold, an Approval Pending state applies and confirming is blocked. 2.

The salesperson clicks Request Discount Approval — a to-do activity is raised for the team leader and the order shows To Approve. 3. A Sales Manager opens the order and clicks Approve Discount (or Refuse Discount). Both are logged on the chatter.

4. Once approved, the order confirms normally. If refused, it stays blocked until the discount is reduced or re-approved. If the discount is lowered below the threshold at any point, the block clears automatically.

Frequently asked questions. Who can approve? Any user in the Sales / Administrator (Sales Manager) group. Salespeople cannot approve their own discounts.

Does it look at the order's overall discount or each line? It uses the highest line discount on the order, so a single deep-discounted line still triggers approval. Support. Questions or ideas: support@bambooforge.dev.

.. BAMBOOFORGE-DOC-APPENDIX (auto-generated: Upgrade/Uninstall/Changelog + bespoke) Order stuck at "To Approve" with no one to approve it. Cause Requesting approval schedules a to-do activity for the sales team leader (team_id.user_id) or, failing that, the salesperson — but only a user in the Sales / Administrator group (sales_team.group_sale_manager) can actually approve. If the team has no leader, or the leader is not a Sales Manager, the activity lands on someone who cannot press Approve Discount.

Diagnosis Open the order: the Approval Pending ribbon shows and Discount Approval reads To Approve. Check the activity assignee against the members of the Sales / Administrator group. "Only a Sales Manager can approve or refuse a discount". Cause The Approve Discount / Refuse Discount buttons are visible only to the Sales / Administrator group, and both the action and the underlying write are guarded — a salesperson (or an RPC call) attempting to set the state to approved or refused is rejected with this error.

Diagnosis Confirm the acting user's groups under Settings > Users. Salespeople hold Sales / User only. Confirmation blocked: "needs sales-manager approval". Cause action_confirm refuses to confirm while approval_required is set and the order is not yet approved.

This fires on every confirm path (back office and portal), listing the trigger in the Approval Reason. Resolution Either reduce what triggered it (bring the top line discount back under the threshold, or lift the margin), or click Request Discount Approval and have a Sales Manager approve. Reducing the discount below the threshold clears the block automatically. Margin floor or below-cost check never triggers.

Cause Gross margin is computed from each product's cost (standard price) in the company currency. When no line carries a cost, the order is treated as full (100%) margin and gives no signal, so neither the Minimum Gross Margin floor nor Block Below-Cost Lines can fire. A Minimum Gross Margin left at 0 also disables the floor check entirely. Diagnosis Check bf_margin_percent and bf_below_cost on the order, and confirm the products have a non-zero Cost.

Confirm Minimum Gross Margin and Block Below-Cost Lines are set for the company. Approval clears itself after the order is edited. Cause Changing the order lines revisits the decision: if the edit removes the trigger, the state falls back to No Approval Needed; if an already-approved order still needs approval, it drops back to To Approve so it is reviewed again. Resolution This is intended — margin and discount are re-evaluated on every line change.

Re-request and re-approve after material edits. Now the part most videos leave out: what this does not do. The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.

Discount Approval on Sales Orders. Require manager approval when an order's margin falls below a floor or a line is priced below cost - a clean request, approve or refuse trail. Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed.

In the next few minutes: discount approval on sales orders, then setting the threshold, then the workflow, then frequently asked questions, then support. Then what this app deliberately does not do, so you can tell before you buy whether it fits. No Enterprise modules and no external Python libraries are required. Discount Approval on Sales Orders.

Stop margin erosion from over-discounting. Set the maximum discount your salespeople can give on their own — anything above it must be approved by a sales manager before the order can be confirmed. This page is the complete manual. Follow it top to bottom and you can install, set your threshold and run the workflow without contacting support.

Setting the threshold. Go to Settings > Sales > Pricing > Discount Approval and set Needs approval above to the maximum self-service discount (for example 15%). The threshold is per company. The workflow.

1. A salesperson builds a quotation. If any line's discount exceeds the threshold, an Approval Pending state applies and confirming is blocked. 2.

The salesperson clicks Request Discount Approval — a to-do activity is raised for the team leader and the order shows To Approve. 3. A Sales Manager opens the order and clicks Approve Discount (or Refuse Discount). Both are logged on the chatter.

4. Once approved, the order confirms normally. If refused, it stays blocked until the discount is reduced or re-approved. If the discount is lowered below the threshold at any point, the block clears automatically.

Frequently asked questions. Who can approve? Any user in the Sales / Administrator (Sales Manager) group. Salespeople cannot approve their own discounts.

Does it look at the order's overall discount or each line? It uses the highest line discount on the order, so a single deep-discounted line still triggers approval. Support. Questions or ideas: support@bambooforge.dev.

.. BAMBOOFORGE-DOC-APPENDIX (auto-generated: Upgrade/Uninstall/Changelog + bespoke) Order stuck at "To Approve" with no one to approve it. Cause Requesting approval schedules a to-do activity for the sales team leader (team_id.user_id) or, failing that, the salesperson — but only a user in the Sales / Administrator group (sales_team.group_sale_manager) can actually approve. If the team has no leader, or the leader is not a Sales Manager, the activity lands on someone who cannot press Approve Discount.

Diagnosis Open the order: the Approval Pending ribbon shows and Discount Approval reads To Approve. Check the activity assignee against the members of the Sales / Administrator group. "Only a Sales Manager can approve or refuse a discount". Cause The Approve Discount / Refuse Discount buttons are visible only to the Sales / Administrator group, and both the action and the underlying write are guarded — a salesperson (or an RPC call) attempting to set the state to approved or refused is rejected with this error.

Diagnosis Confirm the acting user's groups under Settings > Users. Salespeople hold Sales / User only. Confirmation blocked: "needs sales-manager approval". Cause action_confirm refuses to confirm while approval_required is set and the order is not yet approved.

This fires on every confirm path (back office and portal), listing the trigger in the Approval Reason. Resolution Either reduce what triggered it (bring the top line discount back under the threshold, or lift the margin), or click Request Discount Approval and have a Sales Manager approve. Reducing the discount below the threshold clears the block automatically. Margin floor or below-cost check never triggers.

Cause Gross margin is computed from each product's cost (standard price) in the company currency. When no line carries a cost, the order is treated as full (100%) margin and gives no signal, so neither the Minimum Gross Margin floor nor Block Below-Cost Lines can fire. A Minimum Gross Margin left at 0 also disables the floor check entirely. Diagnosis Check bf_margin_percent and bf_below_cost on the order, and confirm the products have a non-zero Cost.

Confirm Minimum Gross Margin and Block Below-Cost Lines are set for the company. Approval clears itself after the order is edited. Cause Changing the order lines revisits the decision: if the edit removes the trigger, the state falls back to No Approval Needed; if an already-approved order still needs approval, it drops back to To Approve so it is reviewed again. Resolution This is intended — margin and discount are re-evaluated on every line change.

Re-request and re-approve after material edits. Now the part most videos leave out: what this does not do. The complete manual is at docs dot bambooforge dot dev, the demo database is linked from the store page, and support answers within twenty-four hours. Links are in the description.