Require manager sign-off before high-value orders confirm

Sales Double Validation gates every quotation above a threshold you set behind two-tier manager approval — with a full audit trail, formal rejection, and bulk approval — while routine orders confirm exactly as they do today.

The problem

Sales reps can confirm any quotation into a binding order with no second person reviewing the commitment. Mispriced deals, oversized discounts, and orders the company cannot fulfil slip through unchecked, and the only fallback is an unauditable email or chat sign-off that leaves no trace of who approved what.

The solution

Cerevantix Sales Double Validation adds a configurable amount threshold to Sales Settings. Orders above it are automatically diverted to a To Approve state and require sign-off from one or two tiers of managers before they can be confirmed — every submission, approval, rejection, and reset permanently logged. Orders below the threshold confirm exactly as before.

Capabilities

Everything a controller needs to govern sales approvals

Every capability below is implemented in the module.

01

Configurable Amount Threshold

Set a Tier 1 approval amount, and an optional higher Tier 2 amount, right in Sales > Settings. Orders under the threshold confirm automatically; nothing changes for routine quotations.

02

Two-Tier Manager Approval

High-value orders route through a Tier 1 approver, and orders above the senior threshold require a further Tier 2 sign-off before they can be confirmed.

03

Clear To Approve State

A dedicated To Approve status and a prominent on-form banner make it unambiguous to submitters and approvers exactly where an order stands.

04

Formal Rejection With Mandatory Reason

Approvers can reject an order outright through a dedicated wizard that requires a written reason, replacing out-of-band emails and verbal rejections with a recorded decision.

05

Revert To Draft

A rejected or pending order can be sent back to draft for correction in one click, avoiding cancel-and-recreate churn for the sales team.

06

Complete Immutable Audit Trail

Every submission, approval, rejection, and reset is logged with the acting user, their approval role, the order amount, and a timestamp — and the log is read-only to every user, so no one can edit the record after the fact.

07

In-App Approver Notifications

The moment an order needs a decision, the responsible approver group is notified in the chatter and gets an activity on their to-do list, so nothing stalls silently.

08

Bulk Approval From The List View

Approvers work from a dedicated Orders to Approve list, select multiple pending orders, and approve them all in a single action instead of opening each one individually.

09

One-Screen Sales Settings Configuration

Thresholds and the approval policy live in the standard Sales > Settings screen where administrators already expect to find them — no separate menu to hunt for.

Workflow

How it works

1

Set your thresholds

Turn on Sales Double Validation in Sales > Settings and set the Tier 1 (and optional Tier 2) approval amounts for your company.

2

Rep confirms a quotation

A sales rep clicks Confirm as usual. Orders below the threshold confirm immediately; orders above it move to To Approve and the approver is notified.

3

Manager reviews and decides

The approver opens the order (or a batch of them) from Orders to Approve and either approves it, moving it to the next tier or to confirmed, or rejects it with a mandatory reason.

4

Audit trail records everything

Every decision is written to an immutable history on the order, giving finance and management a permanent, readable record of who approved what and when.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Orders under your configured amount confirm exactly as they do in standard Odoo — the approval gate only applies above the threshold you set.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Sales Double Validation

Threshold-gated, two-tier manager approval on quotations, with a clear To Approve state, mandatory rejection reasons, revert to draft, bulk approval from the list, and an immutable audit trail.

Buy on Odoo App Store