Approval: Inventory Transfer
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-invc-0050-approval-inventory-transfer-6697$ 150.86
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Approvals (approvals)
• Inventory (stock) • Invoicing (account) • Discuss (mail) • Employees (hr) |
| Lines of code | 225 |
| Technical Name |
fal_approval_stock |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-invc-0050-approval-inventory-transfer-6697 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Approvals (approvals)
• Inventory (stock) • Invoicing (account) • Discuss (mail) • Employees (hr) |
| Lines of code | 225 |
| Technical Name |
fal_approval_stock |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-invc-0050-approval-inventory-transfer-6697 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
In Odoo, the Approvals module allows users to submit various types of requests, such as business trips or purchases, and managers can approve or reject them. However, there is:
No dedicated approval type for inventory operations such as internal transfers, deliveries, or receipts.
No support for analytic distribution within approval requests, making it difficult to track costs associated with inventory movements.
No integration between the approval flow and analytic plans.
Analytic information is not propagated from approvals to downstream documents like Purchase Orders or Receipts.
CLUEDOO'S FUNCTION
Cluedoo enhances Odoo’s approval system by extending functionality for inventory operations and analytics:
✅ New Approval Type: Inventory Transfer
Adds a specific approval category to manage internal/external stock movements with managerial oversight.
✅ Analytic Distribution in Approval Requests
Users can input analytic distribution directly on approval requests for Inventory Transfers.
✅ Applicability Selection in Analytic Plans
Define whether analytic distribution is mandatory, optional, or unavailable for approval requests related to stock.
✅ Propagation of Analytic Distribution
Automatically propagate analytic distribution:
From Approval Request → to Purchase Order (via RFQ) → to Receipt
Ensures continuity in cost allocation across inventory and procurement processes.
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User scenario: As an inventory staff member, I need to transfer 30 cherry pies from the warehouse to the alternative warehouse. I need a manager's approval for this transfer.
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1. Go to Approvals , from the User's approval dashboard, create a new request on "Inventory Transfer" and submit. |
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2. From Approver's dashboard, click on a new approval request and approve it.
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3. From the User's dashboard, go to " My Requests" and click on the approved stock transfer request. |
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4. Click on "Create Transfer" and click on the "Transfer" smart button.
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5. On the transfer draft, the User can specify Source Location and Destination Location. Afterwards, the User can go on with the transfer process.
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Note: To configure the "Inventory Transfer" category, go to Approvals -> Configuration -> Approval Types/Inventory Transfer.
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ADD ANALYTIC DISTRIBUTION
1. On the user's dashboard:
You will see an option to add Analytic Distribution > Fill in the necessary information > Submit |
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2. On the approver's dashboard: Approve the request > Create Transfer > Under Operations , the Analytic Distribution has been inherited. Alternatively, you can also create the transfer on the user's dashboard . |
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3. Go to Inventory > Internal Transfers , the Analytic Distribution can also be seen in the list view. |
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APPROVAL APPLICABILITY
1. Go to Analytic Plans > choose Internal > you can change the applicability for using the analytic plan of domain Approval Stock .
Note: If you set Default Applicability then it'll automatically apply to all the models unless you set it differently for specific model(s) |
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2. Go to Approvals > Create new request on Inventory Transfer
If you choose applicability is mandatory for Approval Stock, you will have to choose Internal in Analytic Distribution before saving. |
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If you choose applicability is Optional for Approval Stock, you can choose Internal or not in Analytic Distribution before saving. |
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2.3. If you choose applicability is Unavailable for Approval Stock, you cannot choose Internal in Analytic Distribution.
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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.
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