OmniApproval™ - Sales & Projects
by Viindoo
| Lines of Code | 517 |
| Technical name | viin_approval_sale_project |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_approval_sale_project |
| Read description for | v 18.0 v 19.0 |
| Required Apps | Project (project) Invoicing (account) Discuss (mail) Employees (hr) Sales (sale_management) |
| Included Dependencies | Approvals Viindoo Base Viindoo Accounting OmniApproval™: One platform. Every approval. Advanced HR Management HR Accounting OmniApproval™ - Accounting Approvals Safe IR Metadata Proxies OmniApproval™ - Analytic Accounting Approvals OmniApproval™ - Project & Task Approvals OmniApproval™ - Quote & Order Approvals |
| Extensions | Approval Suite |
One approval, two applications
Approval flows kept in step between sales and project: types created for projects and tasks, and field mappings that carry values across.
OmniApproval™ - Sales & Projects (technical name viin_approval_sale_project) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for project manager, sales, administrator, finance.
At a Glance
The facts of OmniApproval™ - Sales & Projects, version 1.0.0, in one place. Published by Viindoo.
How It Works
Three screens.
The project approval type
Approvers, rules and the field mapping that connects a request to a project.
And the task one
The same, one level down, for work that is approved task by task.
Among the company's types
Sales, project and task approvals configured in one place.
What You Get
Approval types for Project and Task, created per company
Field mapping lines between the request and the project or task
Sales fields available on the same request
Requests carry the project or the task they concern
Works with the engine's approvers, minimums and deadlines
Company-scoped, like every other approval type
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Approval types
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
The requests, the routes and the approvers come from the approval engine.
Tasks, stages and timesheets stay the project app's.
Which request field corresponds to which project field is a decision you make once.
Sales approvals and the project app - it connects what exists.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use OmniApproval™ - Sales & Projects?
Project manager
Raises an approval with the project on it.
Sales
Sees the decision that unblocked delivery.
Administrator
Maintains one mapping instead of two configurations.
Finance
Follows the approval from the order to the work.
Frequently Asked Questions
What does OmniApproval™ - Sales & Projects do?
Approval flows kept in step between sales and project: types created for projects and tasks, and field mappings that carry values across.
What does OmniApproval™ - Sales & Projects not do?
It is a bridge, not an app. The requests, the routes and the approvers come from the approval engine. It does not plan projects. Tasks, stages and timesheets stay the project app's. Mappings are configuration. Which request field corresponds to which project field is a decision you make once. It needs both sides installed. Sales approvals and the project app - it connects what exists.
Who is OmniApproval™ - Sales & Projects for?
Project manager: Raises an approval with the project on it. Sales: Sees the decision that unblocked delivery. Administrator: Maintains one mapping instead of two configurations. Finance: Follows the approval from the order to the work.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: sale_project, viin_approval_sale, viin_approval_project. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
OmniApproval (viin_approval): The engine underneath. Sales Approvals (viin_approval_sale): The sales half of the flow. Sales and Projects (viin_sale_project): Selling work that becomes a project.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_approval_sale_project; pre-sales questions go to sales@viindoo.com.
See OmniApproval™ - Sales & Projects in Action
One approval, two applications
Need help with OmniApproval™ - Sales & Projects?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comWhen contacting us, please include:
- Odoo/Viindoo version (Odoo CE / Viindoo Editions).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
apps.support@viindoo.comFor faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Upgrades to a newer Odoo series are a separate purchase for that series.
Technical Requirement
Changes log
1.0.0 - Latest on the 17.0 line
- Project and task approval types are created per company, with their field mappings.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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