Approval: Inventory Transfer
Inventory Transfer category on Approval module
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
Odoo Approval module helps employees to place requests for organizational purposes and the managers can review them easily. This way a record of requested approvals along with the approved and rejected approvals can be kept in the database.
CLUEDOO BEHAVIOUR
Cluedoo adds an additional approval type called "Inventory Transfer". It is used to ask for manager's/cross-department approval to move stocks i.e. receipt, delivery, internal transfer, inventory adjustment, etc.
CLUEDOO RECOMMENDATION
To be installed in 100% of your database as an useful tool for streamlining approval process.
OUR FEATURES AS SOLUTION
Inventory Transfer category on Approval module
HOW TO USE THIS MODULE?
User story: As an inventory staff, I need to transfer 10 large desk from main warehouse to alternative warehouse. I need manager's approval for this transfer.
1. On user's approval dashboard, create a new request on "Inventory Transfer" and submit.
2. From Approver's dashboard, click on one new request to be reviewed and approve it.
3. From user's dashboard, go to "My Requests" and click on approved stock transfer request.
4. Create Transfer and click on "Transfer" smart button.
5. On draft transfer, user can specify Source Location and Destination Location and go on with transfer process.
Note: To configure "Inventory Transfer" category, go to Approvals/ Configuration/ Approval Types/Inventory Transfer