v 15.0 Third Party 11
Live Preview
Required Apps Purchase (purchase)
Invoicing (account)
Lines of code 413
Technical Name purchase_order_checklist
LicenseSee License tab
Also available in version v 14.0 v 12.0 v 11.0 v 16.0 v 13.0
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Required Apps Purchase (purchase)
Invoicing (account)
Lines of code 413
Technical Name purchase_order_checklist
LicenseSee License tab
Also available in version v 14.0 v 12.0 v 11.0 v 16.0 v 13.0

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

Check lists per procurement stage 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 and might reflect custom procurement stages

Actions ensured to be done

In order to move an RFQ to a new state, a purchase manager needs to enter all confirmation points and should get approval for those he/she doesn't have a right to confirm

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 may always search them by key words

Approval history for managerial control

Check list actions are saved in history. If a order state is changed, already done check items would be recovered. Turn on the setting 'not saved' to avoid that behavior for specific approval points

Multiple purchase approval roles

The app lets assign security groups for each check list point. In such a case, only users from that groups would be able to confirm a related item

Super approval admins

The special role 'Purchase Order Checklists Super User' allows (a) to confirm any check points disregarding defined security groups and (b) to move any request for quotation further without fulfilling check lists.

Check list per company and order state
Approval points per RFQ state
Check list must be done to move an RFQ further
Orders tree with check items

Configurable purchase multi approval

Ensured approval workflow

  • Check items are generated based on a purchase order company and state. Thus, set of actions to be done is different for each stage
  • Odoo scans check lists as soon as a user tries to change an order state. If not all actions are undertaken or confirmed, an RFQ can't be moved forward
  • You are not obliged to have a check list for each state. Scanning of empty checklist is always considered as successful
  • The app let configure check points for each standard or custom purchase state

Typical scenarios for checklists

  • 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').

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

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.

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.

According to the current Odoo Apps Store policies:

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

Take into account that faOtools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.

The easiest approach is to use the Odoo store 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. Login 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 on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.

These steps would install the app for your project production branch. If you wanted 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. Make sure 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 by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

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

  1. Unzip the source code of the purchased tools in one of your Odoo add-ons' directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

A red/orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

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

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

Regretfully, we do not have a technical possibility to provide individual prices.

No, third party apps can not be used on Odoo Online.

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

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

Procurement checklist settings per company

Check list per company and order state

Check list is unique per purchase state and a company

Approval points per RFQ state

Purchase approval involves various user roles

Check point security access

RFQ state can't be changed until checklist is confirmed

Check list must be done to move an RFQ further

Check lists to-do on tree views

Orders tree with check items

Super checklist user has full rights for any purchase check list

Check list super access level

Odoo demonstration databases (live previews)

For this app, we might provide a free personalized demo database.

To demand such a database, press the button "Live Preview" on the top of this page or copy the link https://faotools.com/s/ml4pv9

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

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

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: 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).

Public features requests and module ideas (free development)

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

Such a to-do list is processed on a regular basis 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 on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/9upkou

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Questions and misc issues

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

About the team

faOtools (faotools.com, former odootools.com) is the team of developers and business analysts to help you extend Odoo's potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo apps for business needs all over the world.

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Odoo Proprietary License v1.0
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from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
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or modified copies of the Software.
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