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  1. APPS
  2. Purchases
  3. Purchase Order Approval Check Lists v 11.0
  4. Sales Conditions FAQ

Purchase Order Approval Check Lists

by faOtools https://faotools.com/apps/19.0/purchase-order-approval-check-lists-19-0-purchase-order-checklist-1081
Odoo

$ 37.00

v 11.0 v 12.0 Third Party 19
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase Management (purchase)
• Inventory Management (stock)
• Discuss (mail)
Lines of code 438
Technical Name purchase_order_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/11.0/purchase-order-approval-check-lists-11-0-purchase-order-checklist-373
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase Management (purchase)
• Inventory Management (stock)
• Discuss (mail)
Lines of code 438
Technical Name purchase_order_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/11.0/purchase-order-approval-check-lists-11-0-purchase-order-checklist-373
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
  • Description
  • License
38 32
Enterprise
Community
Odoo.sh
The price is valid till November, 15
The tool does not require extra dependencies besides standard Odoo apps
  • Features
  • FAQ
  • Screenshots
  • Support
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.
How check list points might be missed

Often an order state change does not require fulfilment of all requirements. For example, when you cancel a purchase it seems unreasonable to approve vendor prices.

In such a case you should merely define states moving to which doesn't need confirmation. It is possible to do right under the check list settings on a checklist form.

One of important use cases is also the state 'RFQ sent'. Sometimes, approval is required for an order confirmation but not for contacting a vendor. This step might be even missed. In that situation you should define the same check points for the states 'RFQ' and 'RFQ Sent', while 'RFQ Sent' should be added as a no-checklist-required step.

Screenshots

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 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.
When Odoo would warn purchase users to confirm check lists

Odoo will scan check lists as soon as a user tries to change an order state. In particular it happens when:

  • A user tries to confirm an order ('RFQ' > 'Purchase Order' and 'RFQ Sent' > 'Purchase Order').
  • An order is triggered for approval ('RFQ' > 'Approval' and 'RFQ Sent' > 'Approval').
  • A user locks ('Purchase order' > 'Locked') or unlocks ('Locked' > 'Purchase order') a purchase.
  • A user prints or sends an RFQ ('RFQ' > 'RFQ Sent').
  • A user cancels an order (any state > 'Cancelled') or re-set cancelled RFQ ('Cancelled' > 'Draft').

Surely, you are not obliged to have a check list for each state. Scanning of empty checklist is always considered as successful.

Besides, if you had custom stages, transitions to those would be also taken into account.

Screenshots

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

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 may distinguish those by colors and always search them by key words.
Screenshots

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

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.
Screenshots

Super checklist user has full rights for any check list

Check list super access level
Who may assign and configure check lists?

Purchase Managers can modify the value of check lists. To manage checklists go to Purchase > Configuration> Check lists.

I tried to create a purchase order and add check lists on different stages, but it moves forward even if the check list's points are not checked.

Please, make sure, that your user hasn't "Purchase Order Checklist Super User" rights. As they allow to confirm any checkpoints disregarding chosen security groups and to move any task further without fulfilling any of them.

Can I assign a particular user group (for example, purchase manager) to approve a checkpoint, so no one else could do that?

When making a checklist you can choose the user groups for each checklist's statement. Only these user groups will be able to mark the statement as done. If someone else tries to mark the statement done, then the system will not let them save it and the warning will appear.

What are the update policies of your tools?

According to the current Odoo Apps Store policies:

  • Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
  • Starting from version 13.0, every module version should be purchased separately.
  • Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.

Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.

How can I install your app on Odoo.sh?

The most straightforward approach is to use the Odoo store's built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Log in to your account and click 'Create a new repo' or use the existing one. Please make sure that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.

These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Ensure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add some crucial items there (e.g. /lib) by default. You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.

How should I install your app on my own server?
1. Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
I noticed that your app has extra add-ons. May I purchase them afterwards?

Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.

I deployed your app on Odoo.sh and see warning/error in tests

A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behavior that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.

So, first of all, please check the deployed database features. Does everything work correctly?

If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).

May I buy your app from your company directly?

No, we only distribute the tools through the official Odoo apps store.

I would like to get a discount

Regretfully, we do not have the technical means to provide individual prices. 

May I install the app on my Odoo Online (SaaS) database?

No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.

Your tool has dependencies on other app(s). Should I purchase those?

Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.

What is the price for the module in US Dollars? Why did it change?

The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.

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

Bug reporting

If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.

To send us a bug report, press the "Website" link at the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/cmds77

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Bug Report QR code

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.

Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas, press the "Website" link at the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/ci15c4

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Module Ideas QR code

Questions and misc issues

Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link at the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/3bq427

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Questions QR code

About the team

faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. Since 2012, we have communicated with end users for whom the software became the primary business tool. As a result, we are proud of the dozens of successful apps that have been developed. We are open to new ideas and challenges to create the best Odoo tools for business needs worldwide.

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