Customer/Supplier Approval | Partner Validation Process

by
Odoo

14.74

v 15.0 Third Party 5
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Required Apps Purchase (purchase)
Invoicing (account)
Lines of code 841
Technical Name gts_partner_approval
LicenseAGPL-3
Websitehttp://www.geotechnosoft.com
Also available in version v 14.0 v 13.0 v 10.0 v 11.0 v 12.0
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Required Apps Purchase (purchase)
Invoicing (account)
Lines of code 841
Technical Name gts_partner_approval
LicenseAGPL-3
Websitehttp://www.geotechnosoft.com
Also available in version v 14.0 v 13.0 v 10.0 v 11.0 v 12.0
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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.
  • You can send the quotation for unapproved customer.
  • You can send the RFQ for unapproved vendor.
  • You can not pass journal entry for unapproved partners.

Screenshots

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

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.

You can send the quotation for unapproved customer.

Now for confirm a quotation customer should be approved otherwise a warning will be raise.

After customer approval you can confirm the quotation.

You can send the RFQ for unapproved customer.

Now for confirm a RFQ vendor should be approved otherwise a warning will be raise.

After vendor approval you can confirm the RFQ.

Only Approved customer/vendor will be visible in customer invoice , vendor bill and Payment.

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www.geotechnosoft.com info@geotechnosoft.com sauravkumar2000

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