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Confirm Sale Person in Sale
The Confirm Sale Person in Sale module enhances the standard Odoo Sales workflow by introducing a dedicated field to capture the individual responsible for confirming a sale order.
Features
Confirm By Field in Sales Orders
This module adds a new Confirm By field directly within the sales quotation and order forms, allowing users to record the person responsible for confirming the sale.
Improved Accountability and Audit Trail
By capturing confirmation ownership, the module creates a clear audit trail for sales transactions. Managers and stakeholders can quickly identify who approved each order, which is especially valuable for internal reviews, compliance, and performance analysis.
Inclusion in Printed Sale Documents
The Confirm By information is also reflected in printed sale order quotations, ensuring that confirmation details are visible beyond the system interface.
Screenshot
1.) Sales Quotation View
A new Confirm By field is available within the quotation form, allowing users to easily assign or view the person responsible for confirming the sale order.
2.) Sale Order Quotation Print
Printed quotations now include confirmation details, ensuring that the responsible person is clearly identified in formal documents.
User Guide