ODOO BEHAVIOUR

Odoo allows users to configure Reordering Rules (Replenishment Rules) that automatically or manually trigger the creation of Request for Quotation (RFQ) when stock falls below minimum levels.

❌ However, Odoo does not provide any approval workflow before generating the RFQ:

• RFQs are created immediately when replenishment is triggered, either manually or via scheduled actions.

• No way to hold, validate, or control automatic purchase creation.

• Difficult to enforce internal purchasing policies or budget approvals.

CLUEDOO BEHAVIOUR

✅ Introduces an Approval Workflow for replenishment operations:

• For each Replenishment Rule , users can configure whether approval is required before creating RFQs.

✅ When replenishment is triggered (manual or automatic):

• The system checks if approval is needed.

• If so, it creates an Approval Request instead of generating the RFQ.

• The RFQ will only be created after the request is approved .

✅ Seamlessly integrates with Odoo's Approval module:

• Supports standard approval templates, users, and steps.

• Ensures traceability of who approved and when.

✅ Applies to all standard replenishment flows:

• Manual Replenishment from the UI.

• Scheduled Replenishment Actions (cron job).

✅ Ensures cleaner procurement operations:

• Prevents unauthorized purchases.

• Adds a layer of control for critical or expensive items.

• Aligns with internal control and audit practices.

BUSINESS CASE

A company requires employees to submit approval requests before creating purchase orders. Each request is linked to a specific project or cost center , which must be tracked via analytic accounts for budgeting and financial reporting.