For example:
- Creating Vendors
- Creating Inventory database
- Publishing documents
- etc
I've seen in a number of places that we can upload docs to be used in a process but this should connect to the Document Management System.. is that a configuration?
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Approvals can be done for anything - currently there is support for: Business Trips, Borrowing Items, General Approval, Contracts, Payments, Car Rentals, Job Applicant Referrals and Procurements (Purchasing).
You can define your own approval and require any or all of the following information to be required or optionally supplied on the request: Documents (attachments), Contacts, Dates/Periods, Items, Quantities, Amounts and Locations.
The Manager of the employee can automatically be added to the request, and you can also define additional approvers and even the number of individuals who have to approve a request.
An Activity is created automatically for the Approver(s) to Approve or Refuse.
The Documents App is tightly integrated right now more with Accounting (OCR of Vendor Bills) but with a small customization can be linked to another other Business Document type that needs more than simple attachments – and this way you can leverage Document tagging, versioning, internal/external sharing, reviews, digital signatures, etc.
https://www.odoo.com/page/approval-workflow
https://www.youtube.com/watch?v=7E8MgurpWKQ
https://www.odoo.com/documentation/user/13.0/discuss/plan_activities.html
Hi,
If you're looking to manage approvals without heavy customization, we’ve built a Dynamic Approval Engine that works across any model — no coding required.
You can configure:
Multi-level approvals
Conditional approval rules (amount, user role, etc.)
Approval flows for Sales, Purchase, Invoice or any custom model
It’s designed to be flexible and save a lot of development time.
You can check it here: https://apps.odoo.com/apps/modules/19.0/skit_approval_engine
Happy to share a quick demo if needed 👍
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