This module adds an option to enable two steps validation.
If a salesperson creates a sale order which is a certain amount, the sale order will be set to "To approve" state and will require a Sales manager to approve it.
This module is based on the purchase option for two levels validation in module purchase.
auto_awesome What this module does
AI-generated from the code · Odoo 12.0Adds a company-level option to require a second approval for large sales orders. Sales orders above a set amount created by non-managers go to a 'To Approve' state until a sales manager approves them.
This module lets a company decide how sales orders are confirmed. On the company settings, next to the currency, you can choose between confirming sale orders in one step or requiring two levels of approval, and set the minimum amount above which the second approval is needed (default 5000).
When two-step validation is enabled and a salesperson who is not a sales manager creates a sale order whose total reaches or exceeds that amount, the order is automatically placed in a new 'To Approve' state instead of the normal draft state. The amount is compared using the company currency converted into the order currency.
On the sale order form, a highlighted 'Approve Order' button appears for sales managers while the order is in the 'To Approve' state. Clicking it moves the order back to draft so it can follow the normal confirmation flow. Sales managers are not blocked by this rule, so their own orders are not sent for approval.
The module touches the company settings and the sale order model and form. It adds the 'To Approve' state to the sale order status list and the approval button to the sale order screen.
Depends on
Models and fields (2)
- sale.order · extends an existing model
- res.company · extends an existing modelso_double_validation (Levels of Sale Order Approvals), so_double_validation_amount (Sale Order double validation amount)
Text generated by AI (DeepSeek) from reading the Odoo 12.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 12.0Configuration
Source · Odoo 12.0To configure this module, you need to:
- Go to company form
- Open Configuration tab
- Enable "Levels of Approvals"
- Set the value at which you want to ask for validation in "Double validation amount" (0.0 means always)
Usage
Source · Odoo 12.0Once configured sales continue to create Sale orders just as normal. If a review is required the SO will be set into the state "To Approve" when approved it will be moved into "Draft".
A sale order in "To approve" state will have a button "Approve" only visible to sales manager.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.