Customer/Supplier Approval | Partner Validation Process

$ 24.71

v 10.0 Third Party 9

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Contacts Directory (contacts) • Discuss (mail) • Purchase Management (purchase) • Sales (sale) • Inventory Management (stock) • Invoicing (account)
Technical Name	`gts_partner_approval`
License	AGPL-3
Website	http://www.geotechnosoft.com
Versions	10.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Contacts Directory (contacts) • Discuss (mail) • Purchase Management (purchase) • Sales (sale) • Inventory Management (stock) • Invoicing (account)
Technical Name	`gts_partner_approval`
License	AGPL-3
Website	http://www.geotechnosoft.com
Versions	10.0

Geotechnosoft All Apps

Community Enterprise

GTS CUSTOMER/VENDOR APPROVAL WORKFLOW

This module would allow you to validate product before using anywhere in the transaction like sale, purchase, invoice etc.

Features

Filter by "Approval Status" of Partners (Customers / Suppliers) - Potential, Pending, Approved, Rejected.
Allows to validate the Vendor or Customer before using anywhere in the ERP.
Normal User can only create Potential Partners and request for Approval.
On each status of Vendor or Customer, Emails are sent with link to appropriate users.
User can click the link from email and jump to ERP , after login you can see the partner and then approve or reject it..
Emails for Approved and Rejected Partners are being sent to the appropriate users in the ERP.

Screenshots

Assign "Approve Partners" group in Setting > Uses & Companies > Users.

We don't have any Approved Customers / Vendors in the database now.

So no Customer or Vendor available to use in Sale Order or Purchase Order

Customers Approval

So now we will create a new Customer and see the flow.

Email sent to Approval Managers for requesting approval.

Email sent to owner of contact once it is approved by Approval Manager.

Vendors Approval

So now we will create a new Vendor and see the flow.

Process is same as Customer Approval.

Now Customers / Vendors approved will be visible in Sale, Purchase and Invoice for use.

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www.geotechnosoft.com	info@geotechnosoft.com	sauravkumar2000

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