User Manual : Product Approval Module

Overview

Introducing ZestyBeanz’s Product Approval module, a powerful Odoo addon helps to enforce Product Approval in Sales Orders, Purchase Orders and Invoices. These documents can only be confirmed or posted if the selected products are Approved.

Exploring Product Approval 

Installation

1. Get the module from Odoo App store
   https://apps.odoo.com/apps/modules/17.0/zb_product_approve/
2. Extract the file from your system after the download finishes. You will be able to see a folder named- zb_product_approve.
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on ‘Update Modules List’.
6. In the search bar, remove all the filters and search zb_product_approve.
7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

Before Installing the module

The Tree View and Form Views of Products.

After Installing the Module.

Configuration

Navigate to the settings menu and select a user then enable the Product Manager group to get the module functionalities.

Working

In the product form view, there is a “Approve” button to allow users to change the product’s stage from draft to approved state.

• This action signifies that the product has been reviewed and approved for use in sales and procurement processes.

Additionally, there is a “Set To Draft” button available for users to revert the product’s approval state if needed.

In the Products tree view, each product is accompanied by a button “Approve / Set To Draft” for approval changes. Additionally, there is a visual indicator showing whether the product has been approved or not.

• This allows users to quickly identify the approval status of each product directly from the list view.

Furthermore, within the Action menu,

1. Approve Button : Users have the option to reset multiple products to the Draft stage to Approve stage.

2. Set To Draft Button : Users have the option to reset multiple products to the Approve stage to Draft stage.

Raise warnings in the following scenarios:

• User can Create the Draft Quotation
• User error occurs when confirming a Sale Order if any of the products included in the order lines are not approved.

Similarly users can create Draft RFQ, whereas  User error occurs when confirming a Purchase Order if any of the products included in the order are not approved.

User error occurs when attempting to post an Invoice if any of the products included in the invoice are not approved.

User error occurs when validating a Picking if any of the products included in the document are not approved.

Benefits of using the module

• Approval Enforcement: Ensures that sales orders, purchase orders, and invoices cannot be confirmed or posted unless all products used in those documents are approved.
• Warning Notification: Raises a warning message indicating which product(s) require approval, providing users with clear guidance on necessary actions.
• User-Friendly: Provides a straightforward interface for users to review and approve products, facilitating efficient workflow management.

Conclusion

With our zb_product_approve odoo module, you can now seamlessly implement product approval workflows, ensuring that only approved products are engaged in transactions such as sales orders, purchase orders, and invoices, thereby maintaining quality standards and compliance with company policies. With improved control and efficiency, the products approval module contributes to better inventory management and customer satisfaction, ultimately driving business success.

https://apps.odoo.com/apps/modules/17.0/zb_product_approve/
#odoo #oca #odooCommunity #product_approve #zestybeanz #zesty