Our Most Suggested Products
Dynamic Approve for PO
Dynamic Approve for PO is an Odoo module designed to streamline and control the purchase order approval process through flexible team-based workflows. It allows organizations to define Purchase Order (PO) approval teams and assign them dynamically during the RFQ or PO stage, ensuring that only authorized users can review and approve transactions.
Features
Screenshots
Support
Service
Features
Dynamic PO Approval Teams
Easily create and manage dedicated Purchase Order approval teams within Odoo. Managers can define specific users responsible for reviewing and approving purchase orders, ensuring that every transaction follows a structured approval hierarchy.
Controlled Approval Workflow
Assign approval teams directly at the RFQ stage, ensuring that only designated members can validate and approve purchase orders. This prevents unauthorized users from confirming or approving transactions, reducing the risk of mistakes or policy violations.
Access Restriction with Real-Time Validation
Built-in validation mechanisms restrict users who are not part of the assigned PO team from performing approval actions. Clear error messages guide users when they attempt restricted operations, helping them understand access limitations instantly.
Screenshot
1.) Purchase Team Configuration
A dedicated menu allows purchase managers to define and manage PO approval teams. Teams can be structured with specific members who are responsible for handling approvals, making it easy to organize responsibilities and maintain clear approval hierarchies.
2.) RFQ Team Assignment
During the RFQ process, managers can select the appropriate approval team for each purchase order. This ensures that the approval responsibility is assigned early, aligning the workflow with the organization approval structure.
3.) Unauthorized Action Warning
When a user outside the assigned team attempts to confirm or approve a purchase order, a clear error message appears.
4.) Approval Restriction Notification
Attempts to approve orders without proper authorization trigger validation alerts. These notifications help maintain process integrity by ensuring that only eligible users can proceed with approvals.
5.) Team-Based Approval Interface
Team members gain access to a dedicated approval route where they can review and approve RFQs efficiently.
6.) Purchase Order Confirmation
Once approvals are completed by authorized team members, users with the appropriate rights can confidently confirm the purchase order.
User Guide
