Module purpose
- Purchase pricelists have three states: Draft, Approved, and Rejected
- Only approved pricelists are used in purchase orders
- Approval/rejection buttons are restricted to users in the Purchase/Administrator group
- Studio approval workflow for pricelist approval
- Automatic priority reordering based on approval status
- Comprehensive test suite to verify functionality
Installation
- Install module cs_purchase_pricelist_approval.
- Module should be compatible with the your version of Odoo. On install, a window will pop up identifying if the version is not compatible.
- All module dependencies should be available. On install, a window will pop up identifying if there is any missing dependency. You can obtain the missing dependency from Odoo App Store (https://apps.odoo.com/apps/modules/browse?author=Cloudia) or from Cloudia App Store (https://cloudia.systems/shop)
- All python dependencies should be available. On install, a window will pop up identifying if there is any missing dependency. Please install from Shell using 'pip3 install <dependency name>'.
- This module is designed to make these tests before installing itself, so it is safe to perform the above test installation. If all tests are passed, then the module will proceed to install itself.
Module Use
Supplier pricelist management
- Create new supplier pricelists as normal - they start in "Draft" state
- Use the "Approve" button to approve pricelists (requires Purchase/Administrator permission)
- Use the "Reject" button to reject pricelists (requires Purchase/Administrator permission)
- Approved pricelists get higher priority (lower sequence)
- Rejected pricelists get lower priority (higher sequence)
Purchase Orders
- When creating purchase orders, only approved pricelists will be used for pricing
- If no approved supplier exists, the standard product price is used