Description
Streamline Purchase Approvals in Odoo with Dynamic Workflows
The Purchase Dynamic Approval module for Odoo revolutionizes how your purchase orders (POs) and Requests for Quotation (RFQs) get approved. It introduces flexible, multi-level approval workflows that enhance control and efficiency. Set up dynamic approvals based on either the untaxed or the total amount of the purchase document. Assign these approval levels to specific users or groups within your organization.
Approvers receive immediate email notifications when a purchase document requires their attention. This ensures a swift and efficient approval process. Furthermore, the system instantly alerts users once their purchase order or RFQ has been either approved or rejected, maintaining a seamless and transparent procurement flow.
Watch Quick Video
Key Features
- ✅ Set up dynamic approval levels for purchase orders and RFQs.
- ✅ Assign approvals to specific users or user groups.
- ✅ Works within the Odoo purchase workflow without disrupting operations.
- ✅ Customer Sync
- ✅ Coupon Sync
Flexible Approval Configuration
- Within the Purchase settings of Odoo, you have the power to choose the basis for your approval rules. Decide whether approvals should trigger based on the untaxed amount or the total amount of the purchase order. This flexibility allows you to tailor the approval process to your specific financial controls.
Define Multi-Level Approval Chains
-
Configure multiple approval levels to match your organizational hierarchy. For each level, assign specific users or groups who are responsible for the approval at that stage. You also define the minimum approval amount required for each level to become active. This ensures that the right people review the right spending.
Efficient and Transparent Approval Workflow
- Each approval level can include multiple users or groups. The system is designed for efficiency: if any single user or group member from a particular approval level approves the order, it automatically moves forward to the next defined approval level.
- However, if any user within an approval level rejects the order, a rejection email is immediately sent to the relevant stakeholders. This email includes the specific reason for the rejection, ensuring clear communication and allowing for swift corrective action.
- After all defined approval levels approve, the system sends a final confirmation email to notify all relevant stakeholders about the fully approved purchase order or RFQ. This clear communication keeps everyone informed and facilitates a smooth transition to the next stages of the procurement process.
- By implementing the Purchase Dynamic Approval module in Odoo, you gain granular control over your spending, reduce the risk of unauthorized purchases, and create a more efficient and transparent approval process for all your purchase orders and RFQs.
Purchase Dynamic Approval Setting
1. You have to define the minimum amount based on tax amount or without tax amount.
2. Approval configuration menu.
3. Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.
4. Approved Process By, there are two types 1. User, 2. Group. Userwise means to define that person who approved the purchase order, in this wizard select the user.
5. Approve type 2. Group that means only specific groups users will give approval.
Approval Flow
6. User submits RFQ for approval by pressing the Confirm-Order button. so that RFQ will automatically set the Waiting for Approval stage. Auto fetch Approval Level based on configured approvals setup and minimum limit.
7. After confirmed by the user, Auto set next level approvers in the Approval Info tab. If next approval is required.
8. Email notification sent to approvers for approval RFQ.
9. There are two menus for 1. My Approval: Only access those RFQs which are assigned to him. 2. Waiting Approval: user can access own RFQ which is in Waiting for Approval and Approved stage.
10.There are 2 approvers the first approver approves the RFQ.
11. After approved by the approved person, Auto set the next level approvers in the Approval Info tab. If next approval is required.
12. Now the second approver approves the RFQ.
13. So purchase order created and email notification is sent to the stakeholders.
Rejection Flow
14. There are 2 approvers If the first approver rejects the RFQ that means that RFQ will be canceled no more second approver is needed
15. After click on the Reject button, this wizard will pop up, here the approver has to add a reason for rejecting the RFQ.
16. After rejection, it auto set the rejection information in the “Reject Order Info”.
Our solutions focus on your problems
- Odoo Implementation
- Custom Customization
- ERP Development and Implementation
- Odoo IaaS Cloud
- AI for Odoo
- Odoo Apps
- Aws Marketplace Products
- Business Engines
Our Pricing includes User Manual, 30 Days Support (Monday-Friday 10am to 7pm IGT) and One time Setup
* Works & tested on standard installations of Odoo with no third party apps.
* Free support only for odoo installations with no third party apps.
* Paid support available for Odoo installations with third party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
Reviews
There are no reviews yet.