Key Features

• Role-Based Access & Permissions: Defines clear roles: Employees create requisitions, Department Managers approve them, and Procurement Officers manage fulfillment. Admins assign roles via user settings. This ensures a secure, controlled workflow with appropriate access at each stage, maintaining clarity and separation of responsibilities in the requisition and approval process.
• Destination Location Configuration: Enables assignment of default stock locations to employees and departments. These auto-fill during requisition creation and guide stock delivery accurately. Integrated with Odoo Inventory, it streamlines internal logistics, supports warehouse routing, and prevents misrouting by ensuring consistent delivery locations based on employee or departmental needs.
• Material Requisition Form: Allows employees to request materials via a structured form. Includes fields like employee, department, products, quantity, vendors, and requisition type. Supports internal picking or purchase order actions per line. Tracks approval status, provides smart buttons for document links, and enables save, cancel, or confirm actions.
• Department Approval Workflow: Lets Department Managers review, approve, or reject employee-submitted requisitions. Approval passes the request to Procurement Officers; rejection halts the process. Tracks and updates status accordingly. Ensures departmental oversight, aligns requests with team needs, and prevents unapproved procurement by enforcing internal validation steps.
• User/Officer Approval Workflow: After departmental approval, Procurement Officers verify vendor details, budget compliance, and item validity. They approve or reject requisitions at a global level. This secondary approval ensures policy alignment and prepares requisitions for procurement or internal transfers. Only authorized officers can perform actions at this stage.
• Generate Internal Picking and Purchase Order: Upon approval, system auto-generates internal transfers or purchase orders based on requisition type. Groups lines by vendor for efficient RFQs. Ensures accurate source/destination stock routing. Smart buttons link generated documents. Validations prevent missing data. Automates fulfillment while maintaining full traceability across the procurement process.
• Received Material Purchase Requisition Button: Marks requisitions as received once all purchase orders and pickings are complete. Updates status to “Received,” locks editing, and logs the received date. Accessible only after full fulfillment. Ensures final acknowledgment by the requester and provides a clear closure point in the requisition lifecycle.
• Print Material Purchase Requisition PDF Report: Generates a structured PDF summarizing requisition details, including requester, product lines, vendors, approval history, and related pickings or POs. Helps in formal documentation, internal reviews, and audit trails. Accessible via smart button and includes localized print formatting for professional, shareable reports.

Summary

Requisition Material Stock and Purchase by Employee empower employees to request materials seamlessly with a structured approval workflow, automated stock picking or purchase order generation, and role-based access. Supports internal logistics, procurement integration, and PDF reporting.

Installation

1. Download the module from the Odoo App Store or clone the repository.
2. Place the module in your Odoo addons directory.
3. Update your Odoo instance to include the new module.
4. Install the module through the Odoo interface.

How to use this module:

1. Navigate to the Requisition Material Stock and Purchase by Employee module in your Odoo dashboard.
2. Assign User Roles: Begin by configuring user access rights from Odoo’s user settings. Assign appropriate roles such as Employee, Department Manager, or Procurement Officer based on responsibilities. These roles determine what each user can view or modify in the requisition workflow.
3. Set Destination Locations: Navigate to the Employee and Department forms. Under the "Purchase Requisition Settings" tab, set the destination location (e.g., warehouse stock location). This defines where the requested materials should be delivered.
4. Create a Requisition: Employees can create a new material requisition by providing general information (e.g., department, dates, responsible person) and adding line items for products. Each line must specify whether it requires an internal picking or a purchase order.
5. Submit Requisition: Once all items are added, submit the requisition. The system will automatically forward it for approval by the relevant Department Manager.
6. Department Approval: Department Managers review submitted requisitions, check line details, and either approve or reject the request. Upon approval, the requisition moves to the Procurement Officer for further processing.
7. Procurement Officer Review: The Procurement Officer reviews vendor selections and confirms quantities. They may approve, reject, or make necessary changes to proceed with internal transfers or purchase orders.
8. Generate Picking or Purchase Orders: After final approval, use the “Create Picking and PO” button to automatically generate internal pickings for internal stock transfers or RFQs/Purchase Orders for vendor purchases. Orders are grouped logically for efficiency.
9. Track Orders and Transfers: The system provides smart buttons to access generated purchase orders and internal picking records. Users can monitor order status and ensure materials are moving as expected.
10. Mark as Received: Once items are physically received, the requester can mark the requisition as “Received.” This final step locks the document from further changes and records the receipt date.
11. Print Requisition Report: Users can print a structured PDF report of the requisition, including line items, approval history, and related documents. This can be used for internal record keeping or external sharing.

Change logs

[1.0.0]

• Added [17-07-2025]- Requisition Material Stock and Purchase by Employee

Support

Zehntech Technologies