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 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 […]

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 Create a New Approval Request in Odoo 15 Approval Module | Odoo 15 Enterprise Edition – CBMS Odoo ERP

The process of approval can be sometimes tiresome, you will have to visit different departments to get the approval validated. #odoo15approval Video Chapters ————————- 00:00 Introduction 01:02 How to create an Approval request 02:57 Add Approvers 03:50 Attach Documents This will consume a lot of time and might also cause a delay in executing the […]

Odoo 15 Approval Module | Odoo 15 Enterprise Edition | Odoo 15 Functional Tutorial – CBMS Odoo ERP

To increase the productivity of the organization it is necessary to enhance the efficiency of the procedures involved. In an organization, every decision requires approval from the authority. #odoo15approval Video Contents 00:00 Introduction 01:01 Goes to Module 01:39 Configuration – Approval Types 01:55 Analysing Approval Types 03:30 My Request 04:00 How to Create Approval Request […]