Implementing a robust approval process for Purchase Orders (POs) in Odoo ensures that expenditures are authorized appropriately, enhancing financial control and compliance. Odoo provides built-in features and customizable workflows to manage PO approvals effectively.​

1. Built-in Approval Feature:

Odoo allows setting a minimum amount threshold for PO approvals:​

• Configuration:
  • Navigate to Purchases > Configuration > Settings.​
  • Under the Orders section, activate the Order Approval feature.​
  • Specify the Minimum Amount that requires approval. POs exceeding this amount will need managerial approval before confirmation.​

This setup ensures that any PO above the defined threshold enters a 'To Approve' state, awaiting managerial authorization. ​

2. Multi-Level Approval Workflows:

For organizations requiring more complex approval hierarchies, Odoo supports multi-level approval processes:​

• Approval Workflows:
  • Define multiple approval levels based on job positions and approval limits.​
  • Each approver can have a specified minimum and maximum approval amount, creating a dynamic and flexible approval route.​

This customization allows tailoring the approval process to align with organizational policies and hierarchies. ​

3. Tracking Approvals and Approvers:

To monitor and record which users have approved specific POs:​

• Approval History:
  • Odoo maintains a history of approvals, detailing the users who have authorized each PO.​
  • This log provides transparency and accountability within the procurement process.​

Accessing this information ensures clarity on approval actions and aids in auditing processes. 

4. Third-Party Modules for Enhanced Functionality:

For extended features, consider integrating third-party modules:​

• Purchase Order Approvals Module:
  • This module facilitates automatic generation of approval requests upon PO creation.​
  • Approvers receive notifications and can approve or reject POs directly through the system.​

Implementing such modules can streamline the approval workflow and enhance operational efficiency. ​

At Wan Buffer Services, we specialize in customizing Odoo's procurement processes to align with your organization's approval policies. Our expertise ensures that your PO approval workflows are both efficient and compliant with internal controls.