Security Groups
The framework defines three main security groups that control access to stock requests:Stock Request User
Basic user role for creating and managing their own stock requests
Stock Request Manager
Manager role with full access to all stock requests across the organization
Stock Request User
Users assigned to the Stock Request User group (stock_request.group_stock_request_user) have the following permissions:
- Create stock requests and stock request orders
- Read their own stock requests and requests they follow
- Edit their own stock requests
- Delete their own draft stock requests
- Follow other users’ requests (read-only access)
The Stock Request User group is automatically implied by the base User group (
base.group_user), making it easy to grant basic stock request access.Access Rules
Stock Request Users are subject to the following record rules:Stock Request Manager
Users assigned to the Stock Request Manager group (stock_request.group_stock_request_manager) have unrestricted access:
- Full access to all stock requests and orders
- Read, Write, Create, Delete permissions on all records
- No domain restrictions - can manage any user’s requests
- Automatically includes Stock Request User permissions
- Automatically includes Stock User permissions (
stock.group_stock_user)
By default, the administrator and root users are assigned to the Stock Request Manager group.
Assigning User Permissions
Configure Stock Request Permissions
Under the Inventory section, find the Stock Request category and select the appropriate permission level:
- Stock Request User: For regular users who need to create their own requests
- Stock Request Manager: For supervisors who need to manage all requests
Multi-Company Security
The Stock Request framework includes multi-company security rules that automatically filter records based on the user’s company context:Users can only access stock requests for companies they are assigned to. Requests without a company (
company_id = False) are visible to all users.Configuring Multi-Company Access
Assign Companies
In the user form, go to the Multi Companies field and select all companies the user should have access to.
Location-Based Permissions
Users with the Multi-Locations group (stock.group_stock_multi_locations) can:
- Select different warehouses and locations for stock requests
- View warehouse and location fields in request forms
- Access route configuration options
Advanced Permissions
Procurement Group Access
Users with the Advanced Location group (stock.group_adv_location) can:
- Assign procurement groups to stock requests
- Configure advanced routing and procurement rules
- Manage complex warehouse workflows
Stock Request Order Group
The Stock Request Order group (stock_request.group_stock_request_order) controls visibility of:
- Stock Request Order functionality
- Order management features
- Bulk request operations
This is a hidden group that can be enabled via configuration settings. Navigate to Inventory > Configuration > Settings and enable Enable Orders under the Stock Request section.
Permission Testing
To verify that permissions are configured correctly:Check Other Users' Requests
Attempt to view stock requests created by other users:
- Users: Should only see their own requests
- Managers: Should see all requests
Common Permission Scenarios
Scenario 1: Department Users
Requirement: Department employees need to create stock requests for their own needs. Configuration: Assign Stock Request User group only. Result: Users can create and manage their own requests but cannot see other users’ requests.Scenario 2: Department Managers
Requirement: Managers need to review and approve all department requests. Configuration: Assign Stock Request Manager group. Result: Managers have full visibility and can edit any stock request in the system.Scenario 3: Warehouse Staff
Requirement: Warehouse staff need to process requests but not create them. Configuration: Assign Stock User group without Stock Request User group. Result: Staff can process transfers and pickings but cannot create new stock requests.Scenario 4: Read-Only Auditors
Requirement: Auditors need read-only access to all stock requests. Configuration: Create a custom security group with read-only permissions or add auditors as followers on requests. Result: Auditors can view requests but cannot modify them.Troubleshooting Permission Issues
User cannot see Stock Request menu
User cannot see Stock Request menu
User can see other users' requests
User can see other users' requests
Solution: Verify the user does NOT have the Stock Request Manager group. Check if the user is a follower on those requests.
User cannot create requests in specific warehouse
User cannot create requests in specific warehouse
Solution: Check multi-company settings. Verify the warehouse belongs to a company the user has access to. Ensure the user has the Multi-Locations group if required.
Access denied errors when confirming requests
Access denied errors when confirming requests
Solution: Confirming requests may trigger procurement operations. Ensure the user has appropriate Stock User permissions for creating moves and pickings.
Best Practices
- Regularly audit user permissions to ensure they align with current responsibilities
- Use the follower mechanism to grant read-only access to specific requests
- Configure multi-company access carefully to prevent cross-company data leakage
- Document your organization’s permission structure for future reference
- Test permissions in a development environment before applying to production
- Consider creating custom groups for specialized roles if needed
