| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 151 |
| Technical Name |
customer_supplier_approval |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 151 |
| Technical Name |
customer_supplier_approval |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Customer/Supplier Approval
Allows Users to validate or approve customers
Explore this module
Overview
In this module, you can give access for users to validate and approve when creating a new customer Only approved customers will be listed on sale orders, purchase orders, delivery orders, customer invoices, etc. When choosing the partner dropdown menu.
Features
Community Support
Available in Odoo 15.0 Community .
Easily can set approval or validation of Customer/Supplier accesses user-wise.
Screenshots
Validate button access for user
Go to Settings > Users there you can see under Access Right tab you can enable 'Allow validate Partner' under Approval and Validation category
Add Validate button and statusbar in the customer form view
Click on 'Validate' button user can validate the customer ,then the state will change from draft to validate.
Approve button access for user
Go to Settings > Users there you can see under Access Right tab you can enable 'Allow approve Partner' under Approval and Validation category
Add Approve button in customer form view
Click on 'Approve' button user can approve the customer ,then the state will change from validate to approve.User can also generate an Id for customer
Filter Kanban Customer
You can filter the state quickly from kanban customer.
Group by Kanban Customer
You can group by the state quickly from kanban customer.
Sale order form view
when creating a sale order only approved customers will be listed in the customer dropdown
Purchase order form view
when creating a purchase order only approved vendors will be listed in the vendor dropdown
Customer invoice form view
when creating a customer invoice only approved customers will be listed in the customer dropdown
Inventory form view
when creating a delivery order only approved partners will be listed in the partner dropdown
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