Unified Operation

Staff who only want to buy, issue, transfer or pay must navigate purchase orders, transfers and payments in different apps. This module gives them a single Unified Operation record for direct purchase, stock purchase, direct issue, internal transfer, direct sale and treasury movement, which then generates the real Odoo documents. Approvals are staged by role (purchase, sale, warehouse, accounting), and coding requests let users ask for new partners, products or vehicles. It plugs into Purchase, Sales, Inventory, Accounting, Fleet and Maintenance.

1. 1

   Grant roles and configure

   The administrator adds users to the operation groups: user, purchase approver, sale approver, warehouse approver, finance user, finance approver, coding approver and operations manager. Extra groups control whether the user sees warehouse balances and last purchases or sales. Settings live under Configuration, Settings.

   • Approver groups by role
   • Groups for balances and last prices
   • Settings menu
2. 2

   Create an operation

   Under Unified Operations, Operations the user chooses Direct Purchase, Stock Purchase, Direct Issue, Internal Transfer or Financial Movements and fills the date, partner and lines. Totals and quantities are computed as lines are added. The record starts in draft with a sequence number.

   • Types: direct purchase, stock purchase, direct issue, internal transfer, direct sale, treasury
   • Lines with product and quantity
   • Draft with sequence
3. 3

   See balances and last prices

   On lines, users with the matching groups see warehouse balances and the last purchase or sale price of the product. The Product Balances menu lists balances across warehouses. This helps decide quantity and price before submitting.

   • Warehouse balances on lines
   • Last purchase and sale prices
   • Product Balances menu
4. 4

   Submit and approve by stage

   Submit for Approval moves the record to pending purchase, sale, stock or accounting depending on the type. Each approver uses Approve Purchase, Approve Sale, Approve Warehouse, Approve Delivery or Approve Accounting, and Reject can return it. The state becomes Approved when all stages pass.

   • Pending purchase, sale, stock, accounting
   • Approve buttons per role
   • Reject and Reset to Draft
5. 5

   Generate the real documents

   Create Documents or Quick Execute turns the operation into the purchase orders, sales orders, stock transfers, vendor bills, invoices and payments it needs. Post Customer Invoice posts the sales invoice. The Generated Documents menu lists all linked documents with links.

   • Buttons: Create Documents, Quick Execute
   • Post Customer Invoice
   • Menu: Generated Documents
6. 6

   Follow up and log

   Every stage writes to a follow-up log and the chatter with links to the generated documents. The dashboard summarises operations by type and state. The state ends at Processing or Done, or Cancelled.

   • Follow-up log entries
   • Chatter with links
   • Dashboard by type and state
7. 7

   Request new coding

   Under Coding Requests users submit a Customer / Vendor Coding, Product Coding or Vehicle Coding request. The coding approver presses Approve and Code to create the real partner, product or vehicle, or Reject, and Open in Odoo shows the result. Requests follow their own draft, submit, approve flow.

   • Customer/Vendor, Product, Vehicle coding
   • Buttons: Approve and Code, Reject
   • Open in Odoo

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