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Hi,

Is there a way to require approval before applying the physical inventory count update? Ideally, employees can input the real count, but only a manager should be able to confirm it by clicking the Apply button. This way, there’s a review step before the inventory is officially updated. If not, is there any alternative access restriction to achieve this flow?

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Hi,

In Odoo 19, there’s no built-in approval step for physical inventory updates, but you can achieve it through access rights or customization. The simplest method is to restrict the Apply button to inventory managers only. With this setup, employees can enter counts and save them, but only managers can finalize the update.

For a smoother process, you can introduce a custom approval workflow. This involves adding an intermediate state such as “To Approve”, where employees submit counts for review. Managers can then see pending adjustments and confirm them, which updates the stock. This approach requires a small customization to extend the inventory adjustment model and adjust button visibility based on user roles.

As alternatives, you can use activities to notify managers for review, or, if you have Odoo Enterprise with Studio,add an approval field that only managers can edit, making the Apply button conditional on that approval. In short, you can either restrict validation to managers or add a formal approval step with a customization or Studio configuration.


Hope it helps

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Hello Rose Marie, here’s how you can manage inventory count approvals in Odoo.



  Odoo doesn't have a built-in approval step for inventory adjustments, but you can achieve this with a few configuration tweaks and user rights management.

  First, create a new user group specifically for "Inventory Counters."

  Then, limit the "Inventory Counters" group's access rights. Remove the right to "Apply Inventory." This prevents them from finalizing the inventory count.

  Next, create another user group for "Inventory Managers." Grant them full access to inventory operations, including the right to "Apply Inventory."

  Assign your employees to the "Inventory Counters" group, allowing them to input the counted quantities.

  Assign your managers to the "Inventory Managers" group, enabling them to review and apply the counts.

  Alternatively, consider developing a custom module that adds an approval workflow to the inventory adjustment process. This would involve creating a new state (e.g., "To Approve") and requiring manager approval before the inventory is updated.


For personalized assistance:
https://www.pragtech.co.in/contact-us-mql.html

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