Skip to Content
Menu

PO Dynamic Approval Flow | Purchase Order Multi Level Approval | PO Dynamic Approval Process

by
Odoo

20.00

v 18.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Purchase (purchase)
Invoicing (account)
Lines of code 1277
Technical Name zehntech_po_dynamic_approval_flow
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Purchase (purchase)
Invoicing (account)
Lines of code 1277
Technical Name zehntech_po_dynamic_approval_flow
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 16.0 17.0 18.0

PO Dynamic Approval Flow

The PO Dynamic Approval Flow app automates and streamlines the purchase order approval process. It offers customizable approver roles, flexible approval routes, and automatic status updates. The app enhances efficiency with timely email notifications and scheduled auto-approvals, ensuring a seamless workflow. Ideal for businesses of all sizes, it provides a dynamic, user-friendly system to manage approvals effectively.

User Guide :- https://web.kopyst.com//sharedoc/gnx6ew

Key Features

  • Predefined and Customizable Approvers Role
  • Customizable Approval Routes
  • Scheduled Auto Approvals
  • Adaptable Options for Amount Approval
  • Approval Email Notification
  • Auto Status Updates
Feature Image
grain
grain-two

Key Features

About Zehntech

Zehntech is a leading Odoo custom development company, empowering businesses across industries with tailored ERP solutions. With a strong team of 50+ skilled Odoo professionals, ranging from 2 to over 10+ years of experience, we bring deep expertise and innovation to every project. Over the years, we have successfully developed 50+ Odoo apps and themes, helping clients streamline operations, enhance productivity, and achieve digital transformation. Our Odoo services include Custom Odoo Development, Implementation, Customization, Support and maintenance.

115+

Happy Customer

120+

Expert Professionals

30%

Time Saved

12+

Countries We Serve

FAQs

Easily automate and manage purchase order approvals in Odoo with customizable routes and real-time tracking.

1. What is the purpose of the Purchase Approval Route in Odoo?

The Purchase Approval Route defines the workflow for approval processes in the purchasing module. It determines which approvers need to review and approve the purchase order based on predefined rules, such as the order's total amount.

To set up a Purchase Approval Route: Go to Purchase > Configuration > Approval Routes. Define the approvers, approval amounts, and other details in the approval route. Link the route to a specific purchase team or set of roles.

Yes, you can customize the module if you need additional features. We can also assist with the customization. Just email us at odoo-support@zehntech.com with your requirements.

Yes, after purchasing the app, you are eligible for lifetime updates. Check the app page for the changelog, and you can download the updated module from the same link as your original download. If you'd like us to send you update notifications, contact us at odoo-support@zehntech.com.

Feel free to send us an email at odoo-support@zehntech.com with your questions, and we will get back to you as soon as possible.

Our Services

Odoo Customization

Odoo Migration Services

Odoo Implementation

Odoo Support & Maintenance

Odoo Website Development

Odoo Theme Development

Odoo Mobile App Development

PO Dynamic Approval Flow Module

The PO Dynamic Approval Flow module streamlines and automates the purchase order approval process in Odoo, providing a dynamic, user-friendly system to manage approvals effectively. It allows businesses to create predefined or custom approver roles, set up flexible approval routes based on amount thresholds, and ensure timely action with scheduled auto-approvals. When a purchase order is confirmed, email notifications are automatically sent to the designated approver and purchase order creator, keeping all stakeholders informed. The system updates approver statuses automatically based on their actions or predefined deadlines, ensuring a seamless workflow. This module offers an adaptable and efficient solution for businesses of all sizes to optimize their purchase approval processes.

Table of contents

Key Features

  • Predefined and Customizable Approvers Role: Set up and assign predefined or custom approver roles to fit your organization's needs.
  • Customizable Approval Routes: Create approval routes that align with your processes, with or without specific amount thresholds.
  • Scheduled Auto Approvals:: Automatically update approver statuses if an approver does not act within the configured timeframe.
  • Adaptable Options for Amount Approval:: Configure approval routes to include specific amounts or operate without amount constraints.
  • Approval Email Notification:: Send email notifications to relevant parties at each stage of the approval process.
  • Auto Status Updates:: Ensure real-time updates of approver statuses based on their actions.

Summary

The Dynamic Purchase Order Approval Odoo app automates and streamlines the purchase order approval process. It offers customizable approver roles, flexible approval routes, and automatic status updates. The app enhances efficiency with timely email notifications and scheduled auto-approvals, ensuring a seamless workflow. Ideal for businesses of all sizes, it provides a dynamic, user-friendly system to manage approvals effectively.

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 PO Dynamic Approval Flow app in your Odoo dashboard.
  2. Configure Approver Roles: Go to the module settings to create and customize approver roles, assigning them to users as needed.
  3. Set Up Approval Routes: In the purchase order configuration, create approval routes with or without amount thresholds to suit your organization's approval process..
  4. Configure Auto Approval Settings: Set the number of days for scheduled auto-approvals in the module settings to ensure timely processing of pending approvals.
  5. Create Purchase Orders: When a purchase order is confirmed, the system will automatically send email notifications to the designated approver and the purchase order creator.
  6. Monitor Approval Status: Track the status of approvers as it updates automatically based on their actions or predefined auto-approval deadlines.
  7. Receive Notifications: Approvers and relevant stakeholders will receive timely email notifications about the status and any required actions for approval.

Change logs

[1.0.0]

  • Added [30-12-2024]- PO Dynamic Approval Flow App

Support

Zehntech Technologies

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
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
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.