How to Manage Approval in Odoo 17 | How to Create Approval in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Approvals in Odoo 17 are a robust feature streamlining business processes by automating and tracking approvals across various departments. This feature enables organizations to configure customized approval workflows for different scenarios, such as: – Purchase orders – Sales orders – Expenses – Time off requests – Documents In Odoo 17, approvals are highly customizable, allowing […]

How to Create Approval Type in Odoo 17 Approval | What are the Different Approval Types in Odoo 17 – CBMS Odoo ERP

Odoo 17 streamlines your business processes with its powerful Approval module. This episode dives deep into Approval types, the backbone of efficient decision-making and workflow control. Understanding Approval Types: Approval types define the specific categories of requests that require authorization within your organization. Imagine a scenario where a purchase order needs approval before processing. In […]

How to Manage Purchase Order Approval in Odoo 17 | Odoo 17 Purchase App – CBMS Odoo ERP

Purchase order (PO) approval is a system of checks and balances within a company to ensure responsible spending before a purchase is made.  Here’s the basic idea: A department requests to buy something (goods or services) and creates a PO. The PO gets routed to authorized personnel for review. These reviewers might be department managers, […]

Improved Approval Flow in Odoo 17 Studio App | Odoo 17 Studio Module | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Approvals are frequently related to workflows and business processes in Odoo, wherein authorization is needed for specific actions or transactions to be accomplished. Workflows in Odoo specify which parties have the power to accept or reject documents and data, as well as how they go through the various stages. Approval procedures may be set up […]

How to Configure Approval Types For Employees Request in Odoo 16 – CBMS Odoo ERP

This video explains the approval type configuration in Odoo 16 Approval module. Approval types can be seen on the dashboard and the employee requesting approval can select the approval type and fill out the form. #odoo16 #odoofunctionalvideos Video Chapters: 00:00 Introduction 00:10 Dashboard 00:42 Create Approval Type 02:55 New Request 05:12 to Review in the […]

Odoo 16 Purchase Order Approval | Odoo 16 Functional Videos – CBMS Odoo ERP

This video explains the purchase order approval in Odoo 16. We’ll set a limit amount and if the RFQ exceeds the limits then confirmation of it is possible only if the manager approves it. #odoo16 #odoopurchase #odoofunctionalvideos Connect With Us: —————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ […]

How to Add Multi Approvals Using the Odoo 15 Studio | Odoo 15 Enterprise Edition | Odoo 15 Studio – CBMS Odoo ERP

This video helps to create and customize Approvals using the Odoo 15 studio module. So we can take an example from the sales module and the sales adding a manager’s approval before the quotation gets sent. #odoo15 #odoo15functionalvideos #odootutorials Video Chapters 00:00 Introduction 00:25 Sales Module & Then Quotation 00:43 Add Approval Rule 01:23 Add […]

How to Configure Extra Features of Approval Module – Odoo 15 Studio – CBMS Odoo ERP

This video gives you an acumen on how we can configure the extra features of the Approval module with Odoo 15 Studio through various steps in the Studio module. Video Content ———————— 00:00 Introduction 00:50 Form view 01:00 Add Pipeline status 01:42 Configure my request In every organization, the work of different employees is managed […]

Employee Leave Multi-Level Approval | Open HRMS App | Manage Employee Holidays | Odoo 15 App – CBMS Odoo ERP

In this video, it describes the module that extends odoo’s default HR holiday management with extra features adaptable for managing employee’s holidays with multi-level approval. #openhrmsapps ℹ️ App link: 00:00 Introduction 01:19 Approval Setup in Time-Off Types 02:15 Time off Request Creation #odoo15apps Open HRMS is an open-source HR management software that envisions building a […]