Advanced Procurement Management

A Complete and Automated Solution for Procurement Workflow in Odoo

The Procurement Management module provides a fully integrated, workflow-driven solution to automate and streamline all aspects of your procurement process. From requisition creation to supplier evaluation, purchase approvals, proforma analysis, payment requests, and stock management — all in one intuitive module designed to handle complex procurement needs.

✨ Core Features

• 💼 Purchase Requisition Management: Automate the creation, review, and approval of purchase requests with integrated printing and reporting.
• 📋 Purchase Request Workflow: Full request cycle, including multi-level approvals, criteria-based requisition routing, and dynamic request forms.
• 🧾 Payment Request Handling: Seamlessly manage payment requests linked to purchase orders with formal documentation and reports.
• 📦 Store Request Integration: Automate internal store requisitions and stock picking with configurable routes and multi-warehouse support.
• 📝 Proforma Analysis: Built-in proforma analysis forms and reports for vendor quotation comparison and decision-making support.
• ✅ Supplier Evaluation: Define and manage supplier evaluation criteria to ensure best vendor selection practices.
• 🔄 Purchase Order Enhancement: Enriched PO process with detailed lines, supplier info, and procurement-specific data.
• 📊 Integrated Reports: Customizable and printable reports for Purchase Requests, Payment Requests, Proforma Analysis, and Store Requests.
• 🔐 Security and Access Control: Fully role-based access, restricting actions to responsible users and departments.
• 🟣 Seamless Stock Picking Integration: Store requests automatically trigger stock picking flows.

📌 Key Highlights

• Multi-Stage Approval Workflow: Supports multiple approvals for purchase and payment requests.
• Proforma Analysis Matrix: Helps in comparing supplier quotations side-by-side.
• Configurable Criteria Configuration: Allow dynamic setup of requisition routing based on department, value, or custom rules.
• Supplier Evaluation Reports: Formal evaluation reports for supplier assessment and compliance.
• Advanced Reporting: Automatically generates well-formatted PDF reports for all major documents.
• Dynamic Sequences: Automatically assign unique sequence numbers for all requests and documents.

🟩 Supported Documents & Reports

• Purchase Request Report (PDF)
• Payment Request Report (PDF)
• Proforma Analysis Report (PDF)
• Store Request Report (PDF)

🔐 Access Rights

• Purchase Officer
• Purchase Manager
• Accountant
• Store Keeper
• Supplier Evaluator

⚙️ Technical Information

• Fully compatible with Odoo 17 Community Edition
• Developed using Odoo ORM Best Practices
• Clean, modular, and production-ready code
• Well-structured and easy to extend
• Includes Sample Data and Reports

💎 Why Choose This Module?

• Streamlines the entire procurement workflow
• Reduces manual errors and improves traceability
• Provides professional documentation & reports
• Flexible and highly customizable for different industries