# Send the quotation through the approval limit and plan billing in stages

> A quotation above the salesperson's limit goes to the sales management, which reviews price, discount and total. In Odoo 18, by KMEE.

Fonte: https://docs.kmee.com.br/en/odoo/18.0/funcional/vendas/aprovar-cotacao-e-faturar-em-etapas/

A quotation above the salesperson's limit goes to the sales management, which reviews price, discount and total and, when the condition does not agree, refuses with a reason. A service order can be split into billing stages, each with a percentage, a value and a date.

## Before you start

The administrator registers once the approval limit of the quotation: above 10,000.00, the sales management. The salesperson clicks Request Validation on the quotation. For the stages, the company has municipal registration and NFS-e configured, the Sale fiscal operation as the sales default, and the service with item 14.06 of LC 116/2003 and the national taxation code in the product. The user has the Invoicing: Invoicing and Fiscal: User access and the Brazilian fiscal details (popup) group. This applies in Brazil with configuration: the limit is checked on the total of the quotation, with the taxes of the sale calculated as in any sales order.

## Step by step

### 1. Open the quotations waiting for your review

In the Sales app, remove the filters and, in Filters, choose Waiting for my review. Open the quotation: the notice shows the turn of the sales management. Example: Marcelo, a salesperson at Guatambu Móveis, quoted 15 steel desks to Canjerana Móveis and requested validation. Fernanda, the sales manager, opens the quotation.

### 2. Check price, discount and total

Check the line: 15 desks at 1,000.00 with 10% discount. The total is 15 x 1,000.00 = 15,000.00, minus 1,500.00 of discount, 13,500.00, above 10,000.00, so it goes to the sales management. The discount is shown in the quotation and stays out of the ICMS base: ICMS of 12% on 13,500.00 is 1,620.00, with the CFOP 5.102.

### 3. Refuse with the reason

When the condition is not in agreement, click Reject, write the reason and click Comment. The notice changes to The operation was rejected, and in Reviews the sales management appears as Rejected, with the reason. The quotation stays unconfirmed, and the salesperson sees the reason to redo the proposal. Example: Fernanda writes discount above 5% for this customer.

### 4. Start the order of a service to bill in stages

In the Sales app, click New and choose the customer. Add the service with its price. Example: the Clínica Tamboril hires Guatambu Montagem e Serviços to assemble the furniture of its offices, with the material supplied by the clinic, for 12,000.00. The assembly has three phases.

### 5. Create the billing plan

Tick Use Billing Plan and, on the Billing Plan tab, click Create Billing Plan. Enter 3 installments with an interval of 1 month and click Create Billing Plan.

### 6. Set the percentages and confirm

Enter the percentages of the three stages: 30%, 40% and 30%. The plan totals 100%. Click Confirm: the stages of 3,600.00, 4,800.00 and 3,600.00 are planned, each with its date. The ISS of 5% is 180.00, 240.00 and 180.00. Each stage is invoiced after the assembly phase it covers is finished, because the ISS arises with the provision of the service.

## Expected result

The quotation of 13,500.00 is refused by the sales management with the reason recorded in Reviews, and stays unconfirmed. The service order of 12,000.00 is confirmed with a plan of three stages (30%, 40% and 30%) of 3,600.00, 4,800.00 and 3,600.00, each with its planned date.

## If something goes wrong

If the quotation does not appear with the Waiting for my review filter, the salesperson has not clicked Request Validation or the total is below the limit: remove the filter and open the quotation, and without the yellow notice it does not depend on your approval. If Reject does not close the window, the reason is empty: write it in Comment and click Comment. If the system warns that the plan exceeds 100%, adjust the percentages of the first stages, because the last stage takes what is missing to 100%. If Add a product edits the line in the list, tick the Brazilian fiscal details (popup) group in the user and open the order again.

## Odoo 18 manual

Standard Odoo 18 features used in this task, from the official manual.

- [Create quotations](https://docs.kmee.com.br/en/odoo/18.0/modules/vendas/criar-cotacoes/)

## Continue the process

- [Invoice the sale with an NF-e](https://docs.kmee.com.br/en/odoo/18.0/funcional/vendas/faturar-a-venda-com-nf-e/)