{"id":535207,"date":"2026-04-24T07:47:36","date_gmt":"2026-04-24T07:47:36","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=535207"},"modified":"2026-04-24T07:50:36","modified_gmt":"2026-04-24T07:50:36","slug":"guide-for-material-requisition-and-approval","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/guide-for-material-requisition-and-approval\/","title":{"rendered":"User Guide for Odoo Material Requisition and Approval"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>Introduction<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p><strong><a href=\"https:\/\/store.webkul.com\/odoo-material-requisition-and-approval.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Material Requisition and Approval<\/a> <\/strong>helps users create and manage material requests easily. It simplifies the request, approval, and delivery process.<\/p>\n\n\n\n<p>The module ensures a smooth workflow with stock checking, approvals, and fulfillment. As a result, it reduces confusion and improves control over material handling.<\/p>\n\n\n\n<p>Additionally, you can manage requests, approvals, and delivery tracking in one place using this module. Therefore, it helps organizations maintain a clear and structured process.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>Features<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Multi-level approval workflow ensuring structured validation at each stage<\/li>\n\n\n\n<li>Flexible approver setup with manual selection or manager hierarchy support<\/li>\n\n\n\n<li>Real-time stock checking to decide between transfer or purchase options<\/li>\n\n\n\n<li>Automatic internal transfer creation with stock reservation and validation<\/li>\n\n\n\n<li>RFQ and Purchase Order generation for seamless procurement handling<\/li>\n\n\n\n<li>Clear tracking of delivered, pending, and cancelled request quantities<\/li>\n\n\n\n<li>Complete request lifecycle management from creation to final fulfillment<\/li>\n\n\n\n<li>Simple request creation with products, quantity, and required details<\/li>\n\n\n\n<li>Easy completion process with received confirmation and request closure<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>I<\/strong>nstallation<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from the Webkul store, you will receive a link to download the <strong>module&#8217;s zip<\/strong> file.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. As a result, you will be able to see a folder named <strong>\u2018material_requisition_and_approval\u2019<\/strong>.<\/li>\n\n\n\n<li>Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n<li>Now, open Odoo App and click on the Settings menu. Here, click on Activate <strong>Developer Mode<\/strong>.<\/li>\n\n\n\n<li><strong>Next<\/strong>, open the Apps menu and click on <strong>\u2018Update Modules List\u2019<\/strong>.<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search<strong> \u2018material_requisition_and_approval\u2019<\/strong>.<\/li>\n\n\n\n<li>You will be able to see the module in the search results. Click on <strong>\u2018Activate\u2019 <\/strong>to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>Workflow<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p>1. After installing the Odoo Material Requisition and Approval Manager module, first, navigate to <strong>Configuration > Approval Rules<\/strong> and click on the <strong>New<\/strong> button to create a rule.<\/p>\n\n\n\n<p>Then, you can configure Rule Settings, Stock Configuration, Dispatch Configuration, and Purchase Order Configuration. Additionally, define the approvers along with their respective approval levels to ensure a proper approval workflow.<\/p>\n\n\n\n<p>After that, you can set the Rule Name, Approval Rule Type (Employee, Department, Request Type, Location), Request Type (such as Maintenance or Urgent Request), and Approval Method (Manual or via Employee Manager).<br><br>Enable <strong>Store Check Required<\/strong> to assign Store Checkers, and enable Stock Manager Required to define Stock Managers for approval.<\/p>\n\n\n\n<p>If <strong>Auto Create Dispatch<\/strong> is enabled, the system will automatically generate an internal transfer or RFQ without requiring stock checks or manager approval.<\/p>\n\n\n\n<p>If <strong>PO Delivery to Employee Location <\/strong>is enabled<strong>,<\/strong> ensure that the RFQ is delivered directly to the employee\u2019s location.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-approval-rules.webp\" alt=\"configure approval rules\" class=\"wp-image-535208\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-approval-rules.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-approval-rules-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-approval-rules-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-approval-rules-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. In the <strong>Location Setup<\/strong>, you can define the Location and assign users such as Store Checkers and Store Managers.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"462\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/setup-location-1.webp\" alt=\"Setup Location\" class=\"wp-image-536260\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/setup-location-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/setup-location-1-300x124.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/setup-location-1-250x103.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/setup-location-1-768x317.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. In the <strong>Material Requisition Dashboard<\/strong>, configure the dashboard by defining the name and operation type. Then, select the chart type (Bar, Pie, Doughnut) as per your requirement. Additionally, choose the state selection and define the relevant states to complete the setup.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"357\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-material-requisition-dashboard-1.webp\" alt=\"Configure Material Rquisition Dashboard\" class=\"wp-image-536261\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-material-requisition-dashboard-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-material-requisition-dashboard-1-300x96.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-material-requisition-dashboard-1-250x80.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/configure-material-requisition-dashboard-1-768x245.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>4. C<\/strong>lick on <strong>New<\/strong> to create a material request. Then, enter details like requester name, department, purpose, designation, request type, and required date. Finally, review the information to ensure accuracy before proceeding.<\/p>\n\n\n\n<p>Add the products with quantity and submit the request for further approval.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-material-requisition.webp\" alt=\"create material requisition\" class=\"wp-image-535211\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-material-requisition.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-material-requisition-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-material-requisition-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-material-requisition-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. After clicking on <strong>Confirm<\/strong>, the request is sent to the manager, and the status updates to Waiting for Approval.<\/p>\n\n\n\n<p>An <strong>Approval Log<\/strong> tab is created where each approval level and approvers are visible. Requests move step by step to managers, where each manager can easily approve or reject.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/approval-process.webp\" alt=\"approval process\" class=\"wp-image-535212\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/approval-process.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/approval-process-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/approval-process-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/approval-process-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. After clicking the <strong>Approve<\/strong> Button, the system shows options to fulfill the request. The stock manager checks product availability and decides whether to fulfill the request through internal transfer or purchase.<\/p>\n\n\n\n<p>If stock is available, the system creates picking, reserves items, and auto-validates dispatch based on configuration.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/internal-transfer.webp\" alt=\"Internal Transfer\" class=\"wp-image-535213\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/internal-transfer.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/internal-transfer-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/internal-transfer-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/internal-transfer-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. If stock is not available, choose <strong>Fulfill by Purchase Order (RFQ)<\/strong> and the system creates an RFQ or Purchase Order.<\/p>\n\n\n\n<p>Select the vendor, confirm the order, and track receipt and delivery status in purchase or dispatch.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-fulfillment.webp\" alt=\"create Fulfillment\" class=\"wp-image-535214\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-fulfillment.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-fulfillment-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-fulfillment-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/create-fulfillment-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. The system updates delivered item quantities and shows cancelled as well as remaining quantities in real time.<\/p>\n\n\n\n<p>It also updates upon receipt and tracks the complete delivery process step by step.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/dispatch-and-delivery.webp\" alt=\"dispatch-and-delivery\" class=\"wp-image-535217\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/dispatch-and-delivery.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/dispatch-and-delivery-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/dispatch-and-delivery-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/dispatch-and-delivery-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. The employee receives the items and confirms by clicking on <strong>Mark as Received<\/strong>.<\/p>\n\n\n\n<p>The status updates to fulfilled, completing the process and automatically closing the request.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/mark-as-received.webp\" alt=\"mark as received\" class=\"wp-image-535218\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/mark-as-received.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/mark-as-received-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/mark-as-received-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/04\/mark-as-received-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>Need Help?<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries, please create a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo Material Requisition and Approval helps users create and manage material requests easily. It simplifies the request, approval, and delivery process. The module ensures a smooth workflow with stock checking, approvals, and fulfillment. As a result, it reduces confusion and improves control over material handling. Additionally, you can manage requests, approvals, and delivery tracking in <a href=\"https:\/\/webkul.com\/blog\/guide-for-material-requisition-and-approval\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":746,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[],"class_list":["post-535207","post","type-post","status-publish","format-standard","hentry","category-odoo"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for Odoo Material Requisition and Approval<\/title>\n<meta name=\"description\" content=\"Odoo Material Requisition and Approval manages material requests and approvals, with the Material Requisition and Approval Manager.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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