A Germany-based clean-tech manufacturer focused on revolutionizing the electrical industry through sustainable switchgear solutions. As part of its digital transformation journey, the company sought to streamline its document approval workflows and improve financial visibility using Odoo Enterprise 16.
To streamline Nuventura’s document workflow, Banibro customized the Odoo Documents App with features tailored to their approval structure and financial processes.
Key enhancements included:
Role-Based Access – Ensured secure, permission-based visibility.
Automated Routing – Structured approval flow (1A → 2A → 3A → 4A) with skip logic for missing owners.
Smart Tag Rules – Color-coded tags (Red/Yellow/Blue) with admin-only editing.
Email Alerts – Timely reminders based on tags and durations.
Vendor Bill Integration – Synced Invoice No., PO, and 2A Owner with accounting.
PDF Validation – Accepted only PDFs; blocked duplicates during upload.
Kanban Customization – Editable Invoice No., Net Value, and Service Period.
Analytics Mapping – Auto-linked 2A Owners to analytic accounts.
Clean-tech company specializing in the manufacturing of SF₆-free gas-insulated switchgear (GIS) for medium-voltage power distribution.
Customer’s Testimonial
Our document approval process used to be manual, confusing, and hard to track. Banibro helped us and completely redefined how we work with documents in Odoo. From smart routing to PDF validation and tag-based email alerts — everything is now tailored to our workflow. The automation has saved us hours every week, and we finally have full control and visibility over the entire process.
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