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PO Three Level Approval

9.99 9.99 USD 9.99

9.99

  • Available in version
    • 13.0
    • 14.0
    • 15.0

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PO Three Level Approval

This module helps to approve purchase orders, according to manager approval limit.

PO Three Level Approval Credentials

Three Level Approve Settings

Settings -> Users & Companies -> Companies -> Select your company -> Three Level Approve Settings Tab
Configure Three Level Approve Settings

Manager Groups

Settings -> Users & Companies -> Users -> Select your user -> Custom groups under purchase section
Assign managers according to groups.

Create Purchase Order From User

Click on Confirm Order button.

To Approve Sate

After Order is confirm, purchase order state will move into To Approve state.
Here A RFQ/Purchase order is created from user side, with amount of $ 3,500.00, which is higher than purchase manager limit.

Purchase Manager Notification

In order to notify purchase manager, an email will get sent from user to purchase manager.

Purchase Manager Approve Order

Click on Approve Order button.

Waiting Finance Approval State

After Order is approve, purchase order state will move into To Finance Approval State and Purchase Manager info will get added under Approve Information section.
Here A RFQ/Purchase order is created from user side, with amount of $ 3,500.00, which is higher than finance manager limit.

Finance Manager Notification

In order to notify finance manager, an email will get sent from purchase manager to finance manager.

Finance Approval

Click on Finance Approval button.

Waiting Director Approval State

After Order is approve, purchase order state will move into To Director Approval State and Finance Manager info will get added under Approve Information section.
Here A RFQ/Purchase order is created from user side, with amount of $ 3,500.00, which is higher than director manager limit.

Director Notification

In order to notify director, an email will get sent from finance manager to director.

Director Approval

Click on Director Approval button.

Purchase Order State

After Order is approve, state will move into To Purchase Order state and Director Manager info will get added under Approve Information section.
Then shipping record will get created, when puchase order is fully confirmed.

Refuse Button

Refuse button for each manger.

Refuse Purchase Order Wizard

Add refuse reason and click on Refuse button.

Refuse Information

When manager click on refuse button, realted information will get added under Refuse Information section and purchase order state will move into Refuse state.

Refuse Notification

In order to notify user, an email will get sent from director to user about purchase order refusal.

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