Employee-Based Material and Product Request Management | Material Requisition and Internal Product Requests by Users

Material Product Purchase and Internal Requisition Workflow | Smart Employee Material and Product Purchase Requisition Process

Complete Employee Material and Product Request Workflow System | Employee-Based Internal and Purchase Requisition System for Materials

The Material Requisition module in Odoo provides a structured and efficient system for managing material and product requests within an organization. It enables employees to raise requisition requests for required items, which are then processed through a defined approval workflow involving department managers and requisition officers. The module ensures seamless coordination between employees, management, and procurement teams while maintaining complete control and visibility over material requests.

Overall Purpose

The primary purpose of this module is to streamline and automate the material requisition process in Odoo. It eliminates manual tracking and communication gaps by introducing a centralized system where requests can be created, reviewed, approved, and fulfilled efficiently. By integrating procurement and inventory operations, the module helps organizations ensure timely availability of materials while maintaining proper approval control and accountability.

Scope of Module

This module covers the complete lifecycle of material requisitions, starting from request creation by employees to final fulfillment through internal stock transfers or purchase orders. It includes multi-level approval workflows, role-based access control, vendor selection, internal picking management, and automated procurement processes. Additionally, it supports reporting features such as PDF generation and integrates seamlessly with Odoo Inventory and Purchase modules, making it suitable for organizations of all sizes.

Real-World Problem It Solves

In many organizations, material requests are often handled through emails, spreadsheets, or manual processes, leading to delays, miscommunication, and lack of transparency. This module solves these challenges by providing a clear and automated workflow for requisition management. It ensures that every request follows a proper approval hierarchy, reduces the risk of unauthorized purchases, and helps track material movement efficiently. Ultimately, it improves operational efficiency, reduces errors, and enhances decision-making in procurement and inventory management.

Main Features:

• Employees can create purchase requisition requests for required materials through a structured and user friendly interface.
• Employees can view and manage only their own material purchase requisition records, ensuring data privacy and preventing unauthorized access to other users requests.
• The department manager can review and approve material purchase requisition requests within their department as required.
• The department manager has the authority to review and reject material purchase requisition requests when necessary.
• Requisition officers can review and give final approval to material purchase requests submitted by employees and approved by department managers.
• Requisition users or officers can review and reject material purchase requisition requests even after they have been approved by the department manager.
• The system automatically sends email notifications to the department manager and requisition user for approval requests, ensuring timely action in the workflow.
• Material purchase requisition requests are automatically routed to the warehouse for internal picking or processed as purchase orders based on the selected requisition action.
• The warehouse can dispatch materials directly to the employees location, and if items are unavailable, the system automatically triggers procurement using standard processes.
• Users can choose whether requested products are fulfilled from stock or purchased from vendors by selecting the requisition action (Internal Picking or Purchase Order) on each line, enabling automatic creation of internal transfers or multiple RFQs accordingly.
• Please refer to the screenshots and watch the video for additional details.

Review the Screenshots and Preview Video for Detailed Functionality:

• Video 1: https://probuseappdemo.com/probuse_apps/material_purchase_requisitions/1789
• Video 2: https://probuseappdemo.com/probuse_apps/material_purchase_requisitions/304

Discover more advanced features in our Bundle Apps : https://apps.odoo.com/apps/modules/19.0/material_requisition_bundle/

Employee and User Based Material Request Management

1. Employee
2. Department Manager
3. Requisition User



Role of Employee

• Employees are able to create requests for material purchase requisitions.
• Employees can request multiple materials or items on a single material purchase requisition request.
• Employees are able to add requisition lines and confirm purchase requisition requests.
• Employees are able to generate a PDF format report for material purchase requisitions.
• Once the employee has received the materials/items at their location, they should manually click the "received" button at the end.



Role of Department Manager

• The department manager has the authority to approve material purchase requisitions within the department.
• The authority to reject a material purchase requisition is granted to the department manager.
• The department manager has the ability to generate a material purchase requisition report in PDF format.



Role of Requisition User

• The user responsible for requisitions has the ability to input the destination location on both the employee form and the department form.
• The requisition user has the capability to give approval for material purchase requisitions.
• Material purchase requisitions can be rejected by the user in charge of requisitions.
• The requisition user has the ability to add a vendor to the requisition line.
• The user responsible for requisitions has the ability to input picking details into the material purchase requisition form.
• The requisition user is able to generate both picking and purchase orders.
• The user can generate a material purchase requisition report in PDF format using the requisition system.

Business Supported Vertical Industries

• Construction & Contracting
• Manufacturing
• Engineering & EPC
• Infrastructure Development
• Road & Highway Construction
• Building Construction
• MEP Contracting
• Metal Fabrication
• Automotive Manufacturing
• Heavy Equipment Manufacturing
• Electronics Manufacturing
• Solar Panel Manufacturing
• Battery Manufacturing
• Pharmaceutical Manufacturing
• Chemical Manufacturing
• Food & Beverage Manufacturing
• Textile & Garment Manufacturing
• Furniture Manufacturing
• Packaging Industry
• Warehouse & Distribution
• Logistics & Supply Chain
• Retail & Wholesale
• E-Commerce
• Healthcare & Hospitals
• Laboratories & Research Centers
• Educational Institutions
• Government & Public Sector
• Oil & Gas
• Mining & Quarrying
• Power & Utilities
• Renewable Energy
• Water & Waste Management
• Agriculture & Farming
• Dairy & Poultry
• Telecommunications
• Information Technology (IT)
• Facility & Property Management
• Hotels & Hospitality
• Aviation & Aerospace
• Marine & Shipbuilding
• Railways & Transportation
• Maintenance & Asset Management
• Printing & Publishing
• Non-Profit Organizations
• Multi-Company Enterprises
• And Many More Industries...

Requisition Roles (User, Manager, Department Manager) in User Form

Easily configure User, Manager, and Department Manager roles for each user from the User Form. These roles determine access permissions, approval responsibilities, and workflow participation, helping organizations maintain clear authorization levels and streamlined material procurement operations.

Purchase Requisition Configuration on Employee Form

The Employee form includes Material Purchase Requisition settings that help associate employees with the correct procurement workflow. These settings improve request ownership, approval routing, departmental coordination, and overall procurement efficiency.

Department Destination Location Configuration

Set up department specific destination locations for efficient stock management and fulfillment.

Purchase Requisition Line Action Options
1.Purchase Order
2.Internal Picking

Configure action options for individual Material Purchase Requisition lines to define the fulfillment method for each requested material. By selecting Purchase Order or Internal Picking, organizations can efficiently manage supplier purchases and internal stock transfers while maintaining complete traceability throughout the procurement workflow.

Purchase Requisition For Road Highway Construction

Create and manage purchase requisitions for road and highway construction materials, equipment, and services with streamlined approval workflows and procurement tracking.

Purchase Requisition in Waiting Department Approval State

Review and approve purchase requisitions awaiting department manager authorization before proceeding to the next approval stage.

Sent Email Notification to Employee Manager

Automatically notify the employee manager by email when a purchase requisition is submitted and requires approval.

Department Approve for the Purchase Requisition

Department managers can review, approve, or reject purchase requisitions before they proceed to the next approval stage.

Purchase Requisition in Waiting IR Approval State

Track purchase requisitions that are awaiting Internal Requisition (IR) approval before procurement can proceed.

User Approval Required for Purchase Requisition Request

The purchase requisition is awaiting approval from the designated user before moving to the next stage of the procurement workflow.

Generate Purchase Orders and Stock Pickings from Material Requisition Actions

Automatically create Purchase Orders and Stock Pickings based on Material Requisition actions. Simplify purchasing, optimize warehouse operations, and ensure every requested material follows a seamless procurement workflow from requisition to receipt.

Purchase Requisition in Picking and Purchase Created State

Once the Purchase Order and Stock Picking are generated from a Material Purchase Requisition, the requisition automatically moves to the Purchase Order & Picking Created state. This status provides complete visibility into the procurement process, allowing users to easily track generated procurement documents, monitor progress, and maintain full traceability from material request to purchasing and inventory operations.

Access Internal Picking from Purchase Requisition via Smart Button

Quickly access the generated Internal Picking directly from the Material Purchase Requisition using the Internal Picking smart button. This provides seamless navigation between requisitions and warehouse operations, enabling users to review transfer details, monitor material movements, track transfer status, and maintain complete traceability throughout the procurement and inventory workflow.

Purchase Requisition Reference Integration in Internal Picking

Each Internal Picking automatically stores a reference to its originating Material Purchase Requisition, providing complete traceability between warehouse transfers and procurement requests. Users can easily identify the source requisition, track material movements, improve inventory visibility, and maintain an accurate audit trail throughout the procurement and stock transfer process.

Open Purchase Orders Created from Purchase Requisition

Quickly open all Purchase Orders generated from a Material Purchase Requisition using the Purchase Orders smart button. Users can instantly review supplier information, ordered materials, quantities, pricing, order status, and related procurement details, ensuring complete visibility and traceability throughout the purchasing process.

Access Purchase Order from Purchase Requisition

Access the generated purchase order from the purchase requisition with a single click.

Purchase Order with Set Purchase Requisition Reference

Automatically link purchase orders with their originating purchase requisitions to ensure complete traceability and streamlined procurement management.

Access Purchase Order from Purchase Requisition

Access the generated purchase order from the purchase requisition with a single click.

Purchase Order with Set Purchase Requisition Reference

Automatically link purchase orders with their originating purchase requisitions to ensure complete traceability and streamlined procurement management.

Access Purchase Order from Purchase Requisition

Access the generated purchase order from the purchase requisition with a single click.

Purchase Order with Set Purchase Requisition Reference

Automatically link purchase orders with their originating purchase requisitions to ensure complete traceability and streamlined procurement management.

Received Button on Purchase Requisition

The Received button allows users to confirm that all requested materials have been successfully received. This action updates the requisition to the Received state, ensuring complete traceability, improved inventory visibility, and accurate procurement lifecycle management.

Purchase Requisition in Received Stage

The Received state indicates that all requested materials have been delivered or transferred successfully. Users can easily identify completed requisitions, monitor procurement completion, and maintain an accurate audit trail throughout the material procurement lifecycle.

Vehicle Production Purchase Requisition

Create and manage purchase requisitions for vehicle production materials, components, machinery, tools, and manufacturing supplies through a streamlined approval workflow.

Purchase Requisition for Solar Panel Manufacturing

Efficiently request photovoltaic cells, glass, aluminum frames, EVA sheets, backsheet materials, junction boxes, inverters, cables, and production equipment for solar panel manufacturing.

Laboratory Setup Purchase Requisition

Efficiently request laboratory instruments, testing equipment, chemicals, glassware, safety supplies, and installation materials required for setting up new laboratories.

Print Purchase Requisition Menu

The Print menu enables users to create a printable or PDF version of the Material Purchase Requisition for sharing with procurement teams, managers, suppliers, or project stakeholders. This ensures accurate documentation and supports efficient procurement workflows.

Purchase Requisition PDF View

The Purchase Requisition PDF provides a clear and comprehensive summary of the requisition, enabling users to review, print, or distribute procurement documents while ensuring complete documentation and traceability throughout the material procurement process.

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