2018-05-11 14:32:14 +07:00
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==============================================
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Request managers approval for expensive orders
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==============================================
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2015-11-16 21:51:57 +07:00
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2018-05-11 14:32:14 +07:00
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In case of expensive purchases you may want a manager approval to
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validate the orders, Odoo let's you easily set that up.
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2015-12-01 19:39:07 +07:00
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2018-05-11 14:32:14 +07:00
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Configuration
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=============
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2015-12-01 19:39:07 +07:00
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2018-05-11 14:32:14 +07:00
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For this feature to work, go to :menuselection:`Purchases -->
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Configuration --> Settings` and activate the *Order Approval* feature.
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From there you can also set the minimum amount required to activate this
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feature.
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2015-12-01 19:39:07 +07:00
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.. image:: media/approvals01.png
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:align: center
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2018-05-11 14:32:14 +07:00
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Create a new Request for Quotation
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==================================
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2015-12-01 19:39:07 +07:00
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2018-05-11 14:32:14 +07:00
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While working on a new RfQ, if the order is made by a user and not a
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manager and the amount of the order is above the minimum amount you
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specified, a new *To Approve* status will be introduced in the
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process.
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2015-12-01 19:39:07 +07:00
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.. image:: media/approvals02.png
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:align: center
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2018-05-11 14:32:14 +07:00
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Approve the order
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-----------------
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2015-12-01 19:39:07 +07:00
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2018-05-11 14:32:14 +07:00
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If you are a purchase manager, you can now go to the purchase order and
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approve the order if everything is alright with it. Giving you full
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control of what your users can or can't do.
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2015-12-01 19:39:07 +07:00
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Once approved, the purchase order follows the normal process.
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2018-05-11 14:32:14 +07:00
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.. image:: media/approvals03.png
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:align: center
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