Product Distribution Request/Approval
| Lines of Code | 570 |
| Technical name | to_stock_product_allocation_approval |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_stock_product_allocation_approval |
| Read description for | v 12.0 v 13.0 v 14.0 v 15.0 |
| Required Apps | Discuss (mail) Inventory (stock) Employees (hr) |
| Included Dependencies | Approvals Stock Approval Employees Customization |
Demo video: Product Warehouses Distribution Request/Approval
What it does
- Allow employees to create stock allocation requests for products with desired quantities, source and destination warehouses and dates.
- Allow managers to approve or refuse the requests.
Key Features
- Employees submit a stock allocation request for one or more products with:
- A desired quantity;
- A source warehouse;
- A destination warehouse;
- On a specific date.
- Managers approve or refuse the request.
- Once approved, the Inventory app will find or create a new resupply route between the warehouses based on the source and destinated warehouses, then create necessary transfers to allocate products accordingly.
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword to_stock_product_allocation_approval.
- Press Install.
Instructions
Instruction video: Product Warehouses Distribution Request/Approval
Approval app configuration
Approval access rights
You need to navigate to Settings > Users & Companies > Users to grant Approval access rights to the users.
Set up stock allocation approval levels
Navigate to Approval > Configuration > Approval Types, the Stock Allocation Approval type is already set up by default. Click Edit to configure different approval levels before starting the warehouse allocation approval process.
Create a stock allocation request
To create a stock allocation request, the warehouse staff needs to navigate to the Approval app, search for the Stock Allocation Approval type then press Create Request.
The staff adds information to the approval request then press Save > Submit to send it to the manager. Remember to add Product, Quantity and select desired Destination Warehouse.
Note: To have your employees be able to enter the inventory allocation lines on the request, you need to grant the Inventory access rights to them.
Approve stock allocation request
Once the employee submits an allocation approval request, the manager will receive a notification about this request and can decide whether approve or reject it.
After finishing the approval steps, the approval request is changed to the Approved stage. At the same time, transfer slips are automatically generated and displayed at the top right corner of the screen. Click Pickings to view details of each inter-warehouses transfers.
Complete the approval process
Once the above pickings are completed, the approval request is automatically changed to the Done stage.
Navigate to Inventory > Reporting > Inventory Report to check the current stocks available in the warehouse to that you have just allocated stocks.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
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