How to Manage Purchase Order Approval in Odoo 18
- 1. How to Manage Purchase Order Approval in Odoo 18 Enterprise
- 2. Enterprise In Odoo 18, you can set a minimum amount as a limit, and whenever an order comes above the limit, it requires the approval of the manager. In this slide, we are diving into the crucial aspect of procurement, which is managing purchase order approval. Introduction
- 3. Enterprise ● Let’s go to the Purchase Module and navigate to the Configuration settings. ● Enable the feature Purchase Order Approval and set the minimum amount.
- 4. Enterprise ● Let’s go to Settings > Users & Companies > Users. ● Here we can see the users.
- 5. Enterprise ● Let’s open the User Marc Demo . ● Here, we can see that Marc Demo has ‘User’ access for the Purchase module.
- 6. Enterprise ● Let’s open the User Mitchell Admin . ● Here, we can see that Mitchell Admin has 'Administrator' access for the Purchase module.
- 7. Enterprise ● Let’s log in as the user, Marc Demo. ● Go to the Purchase module and create a new purchase order.
- 8. Enterprise ● Once you click on the button ‘Confirm Order’, its status changes to 'To Approve'. ● The order amount exceeds the minimum threshold configured for purchase approval, requiring manager approval to confirm the order.
- 9. Enterprise ● Let’s log in as the administrator, Mitchell Admin. ● Let’s go to the Purchase > Orders. ● You can view the order created by Marc Demo, which is currently in the 'To Approve' state.
- 10. Enterprise ● Once the order is opened, the 'Approve Order' button is visible for approving the purchase order.
- 11. Enterprise ● The order changes to the 'Purchase Order' state only after the manager approves it.
- 12. Enterprise ● Let’s login as Marc Demo and navigate to the purchase order that is requested for approval. ● Here you can see that the order is changed to a purchase order.
- 13. Enterprise You can effectively manage the purchase order approvals, ensure compliances, reduce errors and also optimize the procurement process This is how we can manage the purchase order approval in Odoo 18. Conclusion
- 14. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com