Purchase Order Approval Check Lists

The tool to make sure a purchase order is ready for the next stage

12.0 11.0

€ 48


The tool does not require extra dependencies beside standard Odoo apps


Enterprise
Community
Odoo.sh

Procurement is a complex and vulnerable process. It assumes various required steps and usually involves a number of users from different departments. Any error might lead to drastic money losses and reputation damages. This tool is to make sure that a purchase order is always ready to the next stage and all intermediary actions are approved. The app let you prepare a check list per each procurement step, force users to confirm all points, and control approval by responsible managers.

Check lists per order state and company

Checklists are defined for a company in general. Purchase managers specify what and on which order state should be done and approved. A set is unlimited, might reflect custom stages, and it is as unique as you want.
As a result when a purchase order of this company gets its state updated, a check list would be automatically prepared.

Purchase multi approval flow

In order to move an order to a new state, a purchase manager needs to enter all confirmation points and should get approval for those he doesn't have a right to confirm.
Since the tool let assign user groups for each checklist line, you may force various employees from different departments to take part in procurement. In such a way it is guaranteed that all actions are done and carefully checked.

Approval history

If a user marks a check point as done or as not done, the action is carefully recorded in the history. Thus, you always can investigate who and when makes a purchase order approval. It guarantees transparency and employees commitment.

Indicative checklist to-do

Not yet done check points are shown right on the tree of purchase orders or request for quotations. You make distinguish those by colors and always search them by key words.

Super checklist user

In any workflows you may encounter exceptions. Sometimes purchase users would reasonably like to move an order forward although not everything is done. For example, when the special prices are valid for a short period.
In such a case you should assign the super check list access level for yourself or for any responsible manager. A user with such rights would be able both to change an order sate without approving check list and confirm any check point disregarding security restrictions.

Procurement checklist settings per company
Check list per company and order state
Check list is unique per order state and a company
Approval points per RFQ state
Purchase approval involves various user roles
Check point security access
Order state can't be changed until checklist is confirmed
Check list mist be done to move an RFQ further
Odoo scans check list progress for any attempt of state update
Send by email button check list
Check lists to-do on tree views
Orders tree with check items
RFQ search by approval activities
Search by purchase check lists
Super checklist user has full rights for any check list
Check list super access level
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The module features and support depend on your Odoo version. Please select required one on the top right of this page.

We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.

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