The problem this app solves

An internal transfer can move significant quantities or valuable goods without a customer or supplier document to explain it. A manager needs to review the exact route and quantities, not approve a request that can change unnoticed afterward.

Apply route-aware policies at reservation, validation or both. Submission captures the transfer for a controlled decision, and material changes invalidate that approval. The policy value estimate supports the decision without changing stock valuation.

Features that support your daily work

• Route-aware policies. Scope rules by company, internal operation type, source and destination locations, product or category, requester, quantity, and estimated value.
• Server-side gate. Choose no approval, warning, or one approval level before reservation, before validation, or before both stages. Native ORM and batch paths are checked.
• Snapshot evidence. Submission records products, quantities, UoM, route, schedule, requester, policy revision, estimate, and a SHA-256 fingerprint.
• Controlled decisions. Approvers approve or reject with a required reason. Self-approval is blocked by default, and authorized emergency override is separately audited.
• Stale protection. A material transfer edit or relevant policy revision invalidates the prior evidence and requires a fresh review.
• Reports and exports. Print the approved authorization, review manager audit data, or generate access-controlled UTF-8 CSV and XLSX exports.

A practical example

Illustrative workflow — the available actions depend on your configuration.

A transfer between two internal locations exceeds a policy threshold. The warehouse user submits it with an operational reason. An approver reviews the route and lines; changing the quantities afterward makes the earlier approval stale.

A compact operational workflow

Manager defines an internal route policy and assigns an approver.

Warehouse user prepares a transfer and supplies an operational reason.

Submit for Approval snapshots the exact lines, route, policy, and estimate.

Approver records a decision; unchanged evidence permits the configured native action.

Managers print authorization or inspect audit and export records.

Menus and setup

• Inventory > Configuration > Internal Transfer Approval Policies
• Inventory > Operations > Internal Transfer Approvals
• Inventory > Reporting > Transfer Approval Audit
• Policy fields cover timing, thresholds, route, approvers, self-approval, reminders, and emergency override.

Evidence designed for review

• Internal Transfer Authorization report for an approved request.
• Transfer Approval and Override Audit report for manager review.
• Manager-only CSV/XLSX export with optional value fields.
• Immutable request and line records preserve the reviewed snapshot.

See the workflow in Odoo

Explore the screens in sequence, from configuration to daily work and reporting. Each image includes a caption explaining its place in the workflow.

A manager defines the high-value internal route policy. A warehouse user prepares the transfer and adds the operating reason. The immutable request waits for its configured approver. The approver records a reason and the request becomes approved. A material edit is visible as stale evidence and needs a fresh submission. The authorization report presents the approved snapshot and fingerprint. Managers can review decision and override evidence. The manager-only wizard generates a filtered CSV or XLSX export.

Compatibility and requirements

Target: Odoo 15.0

Native dependencies: stock and mail

Optional native integration: stock_account may be installed separately; this module does not change valuation.

Edition: designed for Community and Enterprise where declared dependencies exist.

Odoo Online: not supported; use Odoo.sh or a self-hosted server.

XLSX: the Odoo runtime needs the declared Python package xlsxwriter when XLSX output is selected.

Deliberate limits

• No purchase or delivery approval.
• No material requisition suite.
• No multi-level approval engine.
• No budget control or automatic replenishment.
• The estimate is a policy signal, not accounting or stock valuation.