Documents - Purchase
by Viindoo
| Lines of Code | 90 |
| Technical name | viin_document_purchase |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_document_purchase |
| Read description for | v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Invoicing (account) Purchase (purchase) |
| Included Dependencies | Viindoo Base Documents Management Token Expiration |
Demo video: Documents - Purchase
What it does
This bridge module between Document Management System and Purchase.
Key Features
- Create data and demo data for workspace, team, tag, action, auto generate rule.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_purchase.
- Press Install.
Instruction
1. Sample data
After installing module to_stock_asset_equipment, the system will automatically generate the following sample data.
- Team/Group: Purchasing team is automatically created to configure the document access rights for a group of users who do not have purchase permission. However, they can view the purchase management-related documents, for example, storekeepers can read the documents attached to the purchase order.
- Tag: All files and URL links in Documents Management App can be classified and organized by tags and tag types.
- Folder: A Purchase folder is automatically created to hold the purchase order-related attached documents.
- Actions for a workspace: An auto pre-configured transferring rule is used for the purchasing operation with the default access rights.
- Note: You can create other workspaces by yourself.
2. Execution
Step 1: Upload the documents to the system.
- Go to Purchase app > Purchase Order, press the purchase order you want to attach some documents, for example, the supplier contract. In the chatter area, click the Attachment symbol and press Add attachments button to upload the documents with diverse formats (image, PDF, docs, etc.).
- References: Upload documents from the chatter section of other apps.
Step 2: Check the attached documents on the system.
Go to Documents Management app, choose the Purchase folder, you will see the pre-attached documents in here. Otherwise, you can actively configure document approval if you need ask someone to review and approve them.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.