Chapter 15. Understanding Workflows
One of the key objectives of an ERP system is to organize information as it passes through business processes in the company. As operations grow in complexity, companies typically attempt to better define their processes by diagramming and creating formal workflows. While there are a variety of workflow methodologies, the primary goal is the same—to provide clear documentation of the processes that make up the core operations of the business. The better these processes are defined and executed, the better the company can manage their operations.
In this chapter, we will:
- Take a look at Odoo's business-friendly view of a workflow
- Use the Odoo graphical workflow editor to examine the sales order workflow
- Study how activities and transitions can be used to manage the state of a document in Odoo
- Learn how to modify workflows with a real-world example that requires an art-approval process before the sales order can be confirmed
Odoo facilitates...
