Smart Approval Matrix for Inventory - Transfer Validation Workflows
by Odoo GlobalOps https://apps.odoo.com/apps/modules/browse?search=globalops$ 110.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1100 |
| Technical Name |
approval_matrix_extended_inventory |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
| Versions | 18.0 19.0 |
Approval Matrix -- Inventory Transfers
Introduce a formal review step before any stock movement is validated. Control receipts, deliveries, internal transfers, and custom operation types with a configurable approval chain based on transfer type and company.
Transfer Validation Gate
Require warehouse manager or quality controller sign-off before a transfer is validated and stock levels are updated. Prevent unauthorised movements from being committed without the right level of review.
Operation-Type Filter
Apply different approval chains per transfer operation type -- Receipts, Deliveries, Internal Transfers, Manufacturing, or any custom type you define. Each operation type can have its own distinct approval hierarchy.
Auto-Validate on Full Approval
When every required approval stage passes, the transfer is validated automatically and stock levels are updated -- no second action from the warehouse team is needed.
Configure the Approval Rule
Select the operation types the rule covers (e.g., Receipts only, or Deliveries + Internal Transfers), set company filters, and build the approver chain. Apply stricter controls for goods receipt and lighter flows for routine internal movements.
Transfer Is Held
When a matching transfer is saved or the Validate button is clicked, Odoo assigns activities to the required approvers and hides the Validate button until all stages are cleared.
Approve & Auto-Validate
Authorized approvers approve or refuse directly from the transfer form. When all stages pass, the transfer is validated automatically and stock levels are updated without delay.
Approval Rule Configuration
Configure which operation types the rule covers (Receipts, Deliveries, Internal Transfers, or custom types), set company scope, and build the full multi-step approver chain. Apply stricter controls for goods receipt and lighter flows for routine movements.
Approve & Refuse on the Transfer
Authorized approvers see the Approve and Refuse buttons directly in the transfer header. The Validate button is hidden while the transfer is pending approval -- the warehouse team cannot override it.
Pending Approver Widget
The avatar strip shows exactly who needs to act on the current approval step. Non-approvers see the widget too -- they know who to follow up with without searching through emails or chatter.
Activity Sent to Approver
Odoo automatically assigns a scheduled activity to each required approver with the transfer details and a deadline. Approvers can act directly from their activity feed without searching for the transfer record.
Resubmit After Refusal
If a transfer is refused -- for quantity, partner, or policy reasons -- the warehouse user corrects it and resubmits with one click. The refusal is preserved in the history for full inventory traceability.
Auto-Validated After Final Approval
Once all required stages pass, the transfer is validated automatically and stock levels are updated. No extra step from the warehouse team -- the movement is committed without delay.
Approval History per Transfer
Every approval action is permanently logged against the transfer: who approved or refused, at which step, when, and any notes from the review. Full inventory movement accountability in one place.
Warehouse Managers
Enforce quality checks before accepting goods into stock and keep control over outbound shipments without becoming a bottleneck on every daily movement.
Quality Controllers
Require a formal quality sign-off on every receipt before goods are accepted into usable stock -- critical for regulated industries and ISO-certified environments.
Compliance Officers
Maintain a tamper-proof audit trail of every validated transfer -- who approved, at what level, and when -- for regulatory requirements and internal audits.
Finance Controllers
Gate inventory adjustments and write-offs that affect stock valuation -- preventing unauthorised changes to COGS and balance sheet figures without the right sign-off.
No Unauthorised Stock Movements
Transfers matching your rules cannot be validated without the required sign-off -- no exceptions, no workarounds through the UI or import.
Operation-Type Granularity
Apply distinct chains to Receipts, Deliveries, Internal Transfers, and Manufacturing -- each operation type governed independently at the right level of authority.
Complete Inventory Audit Trail
Every approval decision is permanently recorded against the transfer for full inventory accountability, compliance readiness, and audit traceability.
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Ready to Control Every Stock Movement Before It Commits to Inventory?
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1100 |
| Technical Name |
approval_matrix_extended_inventory |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
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