Before commencing work in every company, regardless of size, it must first receive clearance from the authorities. From payments to budgeting, every action in the company requires approval and goes through a number of steps before being approved. The approval procedure helps to standardize your organization and organize your firm. This saves a lot of time and ensures that the business runs smoothly.
Previously, corporations kept handwritten permission documents. The responsible individual manually documented each permission, and staff contacted him or her for approvals on a regular basis. Manual recording is time-consuming and inconvenient. This causes project delays and has an impact on the company's overall operations. Companies have switched to automated approval procedures as a result of all of these factors. Companies employ software that helps consumers to simplify and speed up the approval process. This program guarantees that you save time and get the most out of your time.
Odoo ERP software is the most effective instrument for boosting your company's efficiency and productivity. The software's components are adapted to the company's benefits and smooth operation. The Approvals module in Odoo 15 focuses on asking and giving approvals for staff requirements presented for corporate purposes. The module enables consistency and standards in the exchange of information with workers and permissions managers.
Let's have a look at the Odoo 15 Approvals module and the capabilities it has to offer in this blog.
Approvals Module
The Approvals module is available through Odoo Applications. The dashboard will show you the different sorts of approvals that are available in the system, as well as the amount of requests that must be examined by the authority. You may use the module to build new approval kinds based on the requirements. Each permission serves a distinct function, which must be considered before asking approval. And separate agencies must approve each permission. As a result, permission kinds must be included in the system. Taking all of this into account, Odoo 15 Approvals includes several sorts of approvals that are used for specific types of work.
Click the Configuration tab and pick the Approval Types option to create a new approval type. Along with the firm name, the names of existing approval kinds will be shown. You can choose various approval kinds and make modifications to them. The CREATE button may be used to add new approval kinds to the database. When creating a new approval type, details such as the name of the approval type, the name of the company, the description of the approval type, and the choices that must be included in the type must be provided. This will aid the approver in reviewing and validating the request. Along with the current kinds, the newly generated approval type will be presented on the dashboard.
It's simple for employees to obtain permission with Odoo Approvals. From the Approval Type, the employee can select the NEW REQUEST button. The employee will be required to input information such as the Approval Subject, Request Owner's name, Approval Category, Date, From and To Period, Location, Contact, Amount if applicable, and Reference. The items that require approval, as well as the quantity, unit of measurement, and description, must be included in the designated area. The request's description should be included so that the manager in charge of the authorization has a clear grasp of the request. The name and contact information for the relevant approver must be included in the Approver area of the form. The ATTACH DOCUMENT button must be used to attach documents necessary for approval to the submission form. Your request for approval will be submitted by clicking the SUBMIT button. The request's phases may be viewed in the top right corner of the screen.
Employees may monitor the progress of requests by going to the My Requests tab and clicking on the My Requests option. The Kanban view shows Approvals To Submit, Submitted, Approved, and Refused approvals.
By selecting the Manager tab, managers may quickly review the requests. The approvals that need to be examined will be presented if you choose Approvals to Review. This contains information like the Approval Subject, the Request Owner's name, the Approval Type, the Next Activity, and the Request Status. You can see all the approvals in Odoo by going to the Manager tab and choosing the All Approvals button.
In the Odoo 15 Approvals module, the goods and product variations that can be asked for approvals can be kept in the database along with their details. By selecting the Items option, you may view the names of the products, their costs, and the quantity you have on hand. By clicking on a certain product, you may view a detailed description of it. The company's product variations may be examined by selecting the Product Variant button from the Product tab. From here, you can see the Internal Reference, Product Name, Sales Price, Attribute Values, and other characteristics of the product variant. Filters can be used to find items that can be sold, bought, rented, or subcontracted.
Data on requests and approvals must be maintained in a secure location for future use. All data related to requests, approvals, and refusals is saved in the Odoo 15 Approval module for future use. With the Approvals module, the company can ensure consistency and openness. The decision-making process will be unbiased as a result, and approvals will be based on the papers and the request's need. With the aid of this module, employees can quickly submit requests with a few clicks, and approvers may examine the requests based on the papers and data attached. Employees may track the progress of their requests, which improves transparency in the process.
The Odoo 15 Approvals module is an excellent business tool that, without a doubt, saves time and improves efficiency in the office.