Purchase Approval Rules

This module allow to approve purchase order in a flow of action of various stakeholder on the basis of their roles.

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Purchase Approval Rules

Supported Editions
Community
Enterprise

Purchase Approval Rules module allow to approve purchase order in a flow of action of various stakeholder on the basis of their roles.

Key Features

User can set approval roles and their category.

User can set Approval rules for purchase order with limits.

Set the Roles of Employee who can approve the purchase Order.

Role of Employee can Approve or Reject the Purchase Order.

Role of Employee can get a Email to approve or Reject the Purchase Order.

User can check the Approval Hierarchy and Approval History in Purchase Order.


Create Approval Roles

  • Navigate to purchase and Click on Configuration
  • Then, Click on Approval Roles Sub-Menu.


Create Approval Category

  • Open Configuration and Create Approval Category.
  • You Can Create as many Approval Category as you want.


Create Approval Rules

  • Set Price Lower and Upper Limit according to their roles.
  • Set Upper Limit as -1 it shows the Unlimited Value of Price.
  • User can Set the Approval Category on their choice.
  • You Can Create as many Approval Rule as you want.


Set Purchase Approval Rule in Settings

  • Now, Open Settings and Enable Purchase Approval Rule Checkbox.
  • Select Purchase Approval Rule.


Set the Roles of Employee

  • Open Employees and Click on HR Settings.
  • Set Approval Role.




Set Approval Category in Product

  • Open Product and Set Approval Category.


Create Quotation

  • In Purchase, Click on Create Quotation


Check Approval Hierarchy and click on send for Approval

  • Click on Send for Approval button.
  • Check Approval Hierarchy according to their Approval Role.


Employee Approval view(Team Leader and Branch Manager)

  • Role of Employee can Approve or Reject the Purchase Order by using these buttons.


Employee Approval View(Region Manager)



Employee Approval View(CEO)



Confirm order and check the Approval Hierarchy

  • Click on Confirm order and Check the Status of Approval Hierarchy.


Confirmed Order



Reject Purchase Order

  • Here, Role of Employee can reject the Purchase Order.


Popup Reason of Rejection

  • User can write the reason for Rejection of Quotation.


Reason for Rejection



Email Send to the Role of Employee

  • After Clicking Send for Approval Button in Quotation, Email will be sent to the Role of Employee.


Check Approval Hierarchy

  • Here, User can Check the Status of Approval Hierarchy either its Approved or Rejected.


Approval History

  • In Approval History Menu, User can Check the Reason of Rejection.


16th September, 2020

Latest Release 1.0

First version to release.


Here See Demo Video:-

You will get 1 month free support for any doubt, queries, and bug fixing or any type of issue related to this module.

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Product Version 12.0, 13.0
Supported Browsers

Google Chrome

Category
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Supported Versions

12.0

13.0

Kanak Infosystems LLP Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Kanak Infosystems LLP Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Kanak Infosystems LLP modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Kanak Infosystems LLP Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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