Description
APPROVAL WORKFLOW
This module is a versatile Multi-Level Dynamic Approval System designed to automate and formalize
authorization workflows across your business.
It centralizes the management of Quotations, Sale Orders, and Time Off requests,
ensuring that critical documents are reviewed by the correct chain of command before being finalized.
By offering customizable, multi-tier routing and advanced filtering, the system eliminates manual follow-ups, prevents unauthorized changes,
and provides a clear audit trail for every stage of the approval process.
Features
- This module provides a flexible and generic approval workflow system for Odoo.
- It can be used for Sales, HR, Contracts,
and any other process that requires approval.
- Approvers can be defined manually or assigned automatically based on the organizational structure
(such as manager, department head, or role).
How to use this module
After installing this module, in the Approval menu, you can see Approval Process Models menu
for configuring the Approval Workflow.
for configuring the Approval Workflow.
Open the workflow designer to begin building your process. Simply drag and drop nodes within the WYSIWYG editor to design your workflow visually.
Our workflow designer supports conditional branching to automate various approval scenarios by dynamically routing tasks to the requester’s
Sales Manager, a Designated User, any individual with a specific System Role, or an approver identified directly from a Record Field within the document.
Sales Manager, a Designated User, any individual with a specific System Role, or an approver identified directly from a Record Field within the document.
Once the workflow is configured and activated, users can seamlessly submit their records to initiate the automated approval process.
When you create a quotation, a dedicated
Submit for Approval button will appear, allowing you to trigger the specific approval flow you have designed.
Submit for Approval button will appear, allowing you to trigger the specific approval flow you have designed.
Click to view detailed approval progress and track the number of pending responses.
to view detailed approval progress and track the number of pending responses.
Upon final approval, the system automatically updates the record’s status to reflect its completed state and trigger any subsequent actions.
The Approval Status column provides at-a-glance visibility into the current stage of each request, featuring quick search support that allows you to instantly filter and locate specific records by their status.
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