Three distinct roles — Employee, Department Manager, and Procurement Officer — each with dedicated permissions. Employees submit and track their own requests, managers approve within their department, procurement officers handle fulfillment across all departments.
Why it matters: Separation of duties prevents unauthorized approvals, eliminates conflicts of interest, and ensures the right people make the right decisions at each stage.
Requisitions pass through a structured approval chain: departmental validation by the manager, then procurement authorization by the officer. Each approver can approve, reject, or send back requests with comments.
Why it matters: Multi-level approvals ensure departmental budget alignment and procurement strategy are considered before any purchase or stock movement, reducing wasteful spending.
Each requisition line can be individually designated for fulfillment via internal stock transfer or new purchase order. A single requisition can trigger both a warehouse pick and a vendor purchase simultaneously.
Why it matters: Organizations avoid the inefficiency of creating separate requests for stocked vs. non-stocked items, consolidating the entire material need into one trackable document.
Once approved, the system automatically generates internal transfers (stock pickings) or purchase orders grouped by vendor. No manual data entry is required to create these operational documents.
Why it matters: Automation eliminates transcription errors, speeds up fulfillment, and ensures procurement documents always match the approved requisition exactly.
Related pickings and purchase orders are linked via smart buttons directly on the requisition form, providing instant visibility into fulfillment status without navigating away from the request.
Why it matters: Stakeholders at every level can instantly verify the status of their requests, reducing follow-up emails and status-check meetings that drain productivity.
Employees acknowledge when materials have been physically delivered, closing the loop on the entire requisition cycle and confirming that the request has been fully satisfied.
Why it matters: Receipt confirmation creates a verified audit trail proving materials reached their intended recipient, which is critical for compliance, accounting, and inventory accuracy.
Stock destinations can be configured per employee or department, pre-filling delivery locations on requisition forms to reduce repetitive data entry and prevent routing errors.
Why it matters: Pre-configured locations prevent costly re-transfers and save warehouse staff time by ensuring materials arrive at the correct operational area.
The module generates comprehensive PDF documentation for each requisition, suitable for printing, archiving, or sharing with external stakeholders.
Why it matters: Printable reports support organizations that require physical approval signatures, need offline documentation for audits, or must share requisition details outside the Odoo system.
