How to Manage Material Requisitions in Odoo for Employees and Users
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Why Material Requisitions Still Create Delays for Businesses
An employee needs materials maybe for production, maintenance, or daily operations. Instead of a structured system, the request usually starts informally through emails, messages, or verbal communication. It then moves between managers, procurement teams, and warehouse staff without clear tracking. This lack of a defined material requisition process leads to confusion about approvals, stock availability, and next steps, slowing down operations that should ideally be fast and predictable.
Even when businesses are using Odoo, without a proper material requisition module, requests often remain unstructured. Employees don’t have a standardized way to submit material requests, managers lack visibility into ongoing requisitions, and procurement teams struggle with prioritization. Over time, this results in delayed purchases, inefficient inventory usage, and operational bottlenecks that impact overall productivity.
Overview
The Material Purchase Requisition module enables employees and users to create structured material requests directly inside Odoo. Users can raise material requisitions for multiple items in a single request while maintaining access only to their own records, ensuring both simplicity and control. This eliminates scattered communication and centralizes all requests into one system, making it easier to manage, track, and process across departments.
Each material requisition in Odoo follows a clear approval workflow involving the department manager and requisition officer. Managers can approve or reject requests based on business needs, while requisition officers handle the final validation. Automated notifications ensure that every stakeholder stays informed without manual follow-ups. This structured approach transforms how businesses handle material requests in Odoo, making the process more transparent, efficient, and scalable.
Features
- Employees have the ability to submit purchase requisition requests for materials in Odoo.
- Employees are limited to viewing and managing their own material purchase requisition records for products and materials in the system.
- Employees can request multiple materials/items on a single requisition request.
- The department manager has the ability to approve or deny material purchase requisitions for their department.
- Requisition users can approve or reject requests that have been approved by department managers.
- The warehouse can send materials to the employee's location. If materials are out of stock, procurement will be automatically generated using the standard Odoo process.
- Purchase requisition requests can be fulfilled through internal picking or purchase orders, based on the selected option.
- Requisition users can decide whether to source products from stock/warehouse or purchase from vendors.
- PDF Report for each Material Requisition.
- Support in Community and Enterprise Edition
- Easy to use.
Material Purchase Requisition by Employee/Users
- Material Purchase Requisition User Access
- Go to Settings >> User&Companies Menu >> Click on User, User ave to select "Purchase Requisition Department Manager" for the manager and "Purchase Requisition User" for the requisition user.
- On the Employee model User have to see the "Purchase Requisition Settings" tab have option to select Destination Location of Employee
- Go to Employee >> Departments >> menu have option to select Destination Location of Departments
- Employee can create purchase request under requisition module and see all the created records.
- Employee can confirm request by clicking on Confirm button and then state will changed to "Waiting Department Approval".
- You can see the Picking Information details under Picking Information tab.
- Department Manager can approve or reject request by click on Department Approve button or Reject button,By clicking on Department Approve Button then state will changed to "Waiting IR Approve".
- User can approve request by click on Approve button then state will changed to "Approved".
- You can see the Other Information tab which show the Purchase Requisition history.
- User can also Reject request by click on Reject button then wizard is open and set the reason for rejection and by clicking Reject button of wizard the state is changed to "Rejected" and you can see the reason is also set to the Added field.
- User can create picking and purchase order by clicking on Create Picking And Po button then state is changed to "Purchase Order Created" and you can see the two smart button.
Internal Picking
- By Clicking on Internal Transfer button you can see the Picking is created for Added internal picking line.
- You can see the internal picking tree view which is created for added vendor.
Purchase Order
- By Clicking on Purchase Order button you can see the Purchase Order is created for Added Purchase Order line.
- You can see the Purchase Order tree view which is created for added vendor.
- Requisition User can Receive the Purchase Requisition by clicking "Received" button,after clicking on that state changes to "Received"
Purchase Requisition Report
- User can generate the purchase requisition pdf report by clicking on purchase requisition report.
