| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) |
| Lines of code | 433 |
| Technical Name |
stock_auto_transfer_approval |
| License | LGPL-3 |
Auto Transfer Approval
Streamline your warehouse operations with intelligent transfer automation
Overview
The Auto Transfer Approval module revolutionizes warehouse management by automating the approval process for internal stock transfers. This enterprise-grade solution eliminates manual bottlenecks, reduces processing time, and ensures consistent application of business rules across your organization.
Key Business Benefits
- Operational Efficiency: Reduce transfer processing time by up to 80%
- Cost Reduction: Eliminate manual approval overhead and human errors
- Scalability: Handle high-volume transfers without additional staff
- Compliance: Ensure consistent application of approval policies
- Audit Trail: Complete tracking and reporting of all automated decisions
How It Works
The module operates through a sophisticated rule-based engine that evaluates incoming transfer requests against predefined criteria. When a transfer matches your configured rules, the system automatically processes the approval according to your business logic.
Automated Workflow Process
- Transfer Creation: User creates a stock transfer between locations
- Rule Evaluation: System checks transfer against active approval rules
- Criteria Matching: Validates source/destination, products, quantities, and other conditions
- Automatic Processing: Applies approval logic (immediate or delayed)
- Status Update: Transfer moves to next stage in the workflow
- Audit Logging: Records all actions for compliance and reporting
Core Features
ð¯ Smart Rule Engine
Configure complex approval rules based on source/destination locations, product categories, quantities, and business conditions.
â° Flexible Timing
Set immediate approvals or configurable delays (seconds to hours). Perfect for quality control processes.
ð Advanced Filtering
Filter approvals by product categories, specific products, quantity limits, and custom business criteria.
ð Analytics & Reporting
Track approval statistics, processing times, and rule effectiveness. Generate reports for management.
ð Enterprise Security
Role-based access control, company-specific rules, and secure trigger processing.
ð Integration Ready
Seamlessly integrates with Odoo's stock management, batch processing, and workflow modules.
Implementation Guide
Step 1: Installation & Setup
Install the module through Odoo's Apps menu. The system automatically creates the necessary database tables and security permissions.
Step 2: Rule Configuration
Navigate to Stock > Transfer Approval > Approval Rules to create your first approval rule:
⢠Rule Name: "High-Value Electronics Auto-Approval"
⢠Source Location: Main Warehouse
⢠Destination Location: Shipping Department
⢠Auto Approve: Enabled
⢠Approval Delay: 0 seconds (immediate)
⢠Product Categories: Electronics, Computers
⢠Maximum Quantity: 50 units
⢠Priority: 1 (highest priority)
Step 3: Testing & Validation
Create test transfers that match your rules to verify the automation works correctly. Monitor the approval triggers and adjust rules as needed.
Step 4: Production Deployment
Activate your rules in production environment. The system will begin automatically processing transfers according to your configured criteria.
System Requirements
Technical Prerequisites
- Odoo Version: 18.0 or higher
- Required Modules: base, stock, stock_picking_batch
- Database: PostgreSQL (recommended) or MySQL
- Server: Standard Odoo server requirements
- Browser: Modern web browser with JavaScript enabled
Security & Compliance
Enterprise-Grade Security
The module implements comprehensive security measures to protect your business data and ensure compliance with industry standards:
- Role-Based Access: Granular permissions for different user types
- Data Encryption: Secure storage of sensitive approval data
- Audit Logging: Complete trail of all automated decisions
- Company Isolation: Multi-company support with data separation
- Error Handling: Robust error recovery and notification systems
Ready to Transform Your Warehouse Operations?
Install the Auto Transfer Approval module today and experience the power of intelligent warehouse automation. Reduce manual work, eliminate errors, and scale your operations efficiently.
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