Odoo approvals
Odoo approvals is a solution designed to centralize and automate the management of validation submissions within your company. This module simplifies the approval processes, from the initial submission to the final decision, by providing a single platform for all demands. By integrating Odoo approval, you gain better visibility into ongoing requests, reduce manual tasks, and ensure optimal traceability. Discover how this module can transform your organization by perfecting your approval processes for purchases, time off, budgets, and more.
Why use Odoo approvals?
In many organizations, managing approvals can be complex, with requests scattered across emails, spreadsheets, and various systems. Odoo approvals addresses this challenge by offering a centralized platform that simplifies and streamlines the entire process. This centralization eliminates time wasted searching for information and multiple exchanges, while reducing the risk of errors or omissions.
Odoo approvals helps improve compliance with internal policies by ensuring each request follows a predefined and transparent approval path.
The Odoo approvals module transforms the management of approvals from a complex and lengthy process into a simple, efficient, and secure workflow.
What are the key features of the Odoo approvals?
Odoo approval optimizes the approval process in companies, ensuring speed, transparency, and efficiency in decision-making.
Centralized requests
All requests are gathered on a single dashboard, eliminating the dispersion of information across emails and Excel files. With this centralized view, each employee can check the status of their requests in real-time, track the progress of approvals, and receive automatic notifications at each step.
By structuring submissions, teams become more efficient and gain better visibility. Managers can sort, filter, and analyze applications more easily, reducing the risk of delays or oversights in the approval process.
Assignment of approvers
Each type of request is automatically assigned to the appropriate responsible party based on pre-established rules. Whether it's a manager, financial officer, or project manager, decisions are made by the right individuals. This system avoids unnecessary approvals and ensures faster response times according to defined responsibility levels.
By organizing the allocation of approvals, Odoo approvals eliminates bottlenecks and ensures a continuous flow of submissions. Each approver receives a notification and can handle applications quickly without confusion about their role in the process.
Customizable approval flows
Every company has its own way of working, and Odoo approvals allows for the creation of tailored approval workflows. You can define the exact steps of the process, assign specific permissions, and add approval levels based on needs. This flexibility ensures smooth management that complies with each organization’s internal requirements.
With these customizable flows, companies can optimize their procedures and prevent errors caused by poorly defined approvals. It also strengthens compliance with internal policies, ensuring that each request goes through the necessary approvals before being finalized.
Efficient request management
The system for submitting, reviewing, and approving applications is optimized to speed up the process. A clear interface allows employees to submit their requests with just a few clicks, while decision-makers can approve or reject them directly from the platform. A detailed history of decisions is maintained, ensuring full traceability and better control over operations.
This efficient management speeds up decision-making while minimizing the chances of inaccuracies or omissions. By automating much of the process, Odoo approvals ensures smoother operations and reduces the administrative burden associated with approvals.
How Odoo approvals interacts with other Odoo Apps?
Odoo approval connects with other Odoo modules to offer a seamless and secure management of approvals.
Odoo Human Resources
Leave requests, expense reports, and overtime go through a defined approval process involving managers and HR for more efficient management. This integration allows automatic tracking of approvals and updates leave balances and reimbursement payments without manual intervention.
Through this integration, employees benefit from better transparency on their requests and can better plan their personal organization. HR teams avoid administrative overload and become more efficient.
Odoo Accounting
Integration with accounting makes it easier to control payments and reimbursements. Approved invoices and expenses are directly processed to avoid errors and accelerate financial operations. Accounting flows are thus secured and compliant with the company’s budget policies.
This automation reduces the time required for payment processing and ensures better visibility of expenses. The company minimizes the risk of fraud and guarantees that all approvals follow the predetermined budget.
Odoo Project
Certain expenses or budget adjustments require approval. Odoo approvals integrates with the Projects module to ensure rigorous management of approvals and control costs. This helps prevent budget overruns and ensures effective resource allocation.
By providing complete visibility into financial requests related to projects, this feature allows project managers to have better control over their planning and adjust budget allocations accordingly.
Odoo Inventory
Some stock transfers need to be approved before they can be executed. Whether for product transfers or inventory adjustments, Odoo approvals centralizes all requests and ensures they are validated by the right people. This guarantees that actions are carried out correctly and in line with company policies.
The tool also helps prevent unauthorized handling by offering a clear, real-time overview of requests. With this centralized approach, managers can easily monitor the progress of each inquiry and ensure that all actions are validated according to established rules.
Odoo Sales
Certain customer orders or discounts need to be approved before they can be applied. Odoo approval integrates this process directly within the Odoo Sales module, ensuring that each order or discount meets the defined criteria. By ensuring adherence to the company’s internal rules, requests can be approved quickly by managers.
This integration improves sales control by offering smooth management of orders to be validated. It helps reduce commercial errors while ensuring rigorous tracking of transactions, protecting the company from incorrect discounts or orders.
The different use cases of the Odoo approvals
Odoo approval meets the needs of every business by effectively structuring approval processes, regardless of the industry.
Industry and manufacturing
In this sector, Odoo approvals facilitates the management of validations related to raw material purchases and production order approvals. By consolidating all requests into a single platform, it reduces processing times and enhances transparency in the process. This ensures faster and more accurate decision-making, while also providing better control over costs and inventory. This centralized system also improves coordination between production and resource management teams.
Commerce and distribution
Odoo approvals is especially useful in managing the validation of commercial discounts and customer returns, enabling smooth, error-free tracking of these requests. With its integration with the Sales and Inventory modules, it offers instant visibility into commercial operations, helping avoid calculation errors or delays in decision-making. Sales teams thus benefit from a faster, more transparent workflow.
Construction and real estate
In the construction and real estate sector, Odoo approvals enables smooth management of contract and quote approvals. By centralizing these processes, it ensures quick validation of financial commitments and project-related decisions. Project management teams benefit from effective tracking and better organization, which helps meet deadlines and control costs throughout the project.
Healthcare and pharmaceutical
Odoo approvals greatly simplifies the management of medical equipment requests in healthcare institutions. By automating these processes, it ensures faster and more efficient handling of internal requests. This module also ensures better coordination of resources, improving team responsiveness while maintaining a clear and transparent organization. Healthcare facilities benefit from an optimized work environment.
Logistics and transport
In the logistics sector, Odoo approvals streamlines the management of transport requests and shipping cost tracking. This module provides real-time visibility into the flow of goods, allowing companies to track shipments and quickly adjust strategies when necessary. By integrating Odoo Approval with the Sales and Inventory modules, logistics companies enhance process fluidity and strengthen resource management, ensuring better responsiveness and efficiency in daily operations.
Why choose Captivea for Odoo approvals integration?
Implementing the Odoo approvals module requires technical expertise to ensure optimal configuration. Captivea, an Odoo-certified expert, guarantees a smooth setup tailored to the needs of each business.
With its deep knowledge of the Odoo ecosystem, Captivea configures approval workflows according to internal processes and supports users for rapid adoption. The flexible approach allows for progressive adjustments based on feedback from teams.
Personalized support ensures that every project step aligns with the set objectives, optimizing return on investment from the very first use.
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Frequently Asked Questions
Approval requests are submissions made by a user that need to be approved or rejected by a manager. These requests are tracked in the dashboard, where all required actions are shown.
A new approval type can be created by a manager in the settings. They need to enter a description, choose the approvers, and set the required parameters. The option to make approvals optional or required can also be enabled.
A manager can approve or reject an approval request directly from the dashboard. They can also view all approval types and review the details before deciding.
Approvers are assigned to specific approval types. When a request is created, the assigned approvers receive a notification. They must review the details and choose whether to accept or reject the request.
A user can track their approval requests in the dashboard, where all requests are shown with their status. They can check if an approval is pending, approved, or rejected.
To assign a manager, go to the settings, select the approval type, and add the appropriate approvers. The system ensures that only the designated approvers can make decisions.
Yes, an option exists to make certain steps optional. This can be enabled in the settings when a new approval type is created.
There are multiple approval types, including expense requests, purchase orders, leave requests, and budget approvals. Each type has specific required fields and information to be shown.
When a request is created, the user can add a description and other required details. Additionally, a manager can include comments before finalizing the approval.
Yes, an order can have multiple approvers depending on the approval type. The system allows users to choose the required approvers and assign them based on company policies.