Skip to Content
Menu

35.06

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Discuss (mail)
Lines of code 275
Technical Name cit_customer_supplier_approve
LicenseLGPL-3
Websitehttps://www.caretit.com
Versions 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Discuss (mail)
Lines of code 275
Technical Name cit_customer_supplier_approve
LicenseLGPL-3
Websitehttps://www.caretit.com
Versions 16.0 17.0 18.0
Community & Enterprise Supported
Community
Enterprise

Customer/Supplier Approval


This Odoo app facilitates managing the double validation process for suppliers and customers with distinct confirm and approve stages when registering new customers, partners, or suppliers/vendors. Additionally, it generates a unique sequence number for each customer and supplier for easy identification. This app enhances the approval process for all partners, ensuring restrictions and validations are in place for new customer/vendor registrations. Once a partner is approved, you can proceed with creating sales orders, purchase orders for those customers and vendors.

15 Days Free Trial

HOW TO USE

In the user configuration settings, you can enable or disable the customer approval option.


When a user creates a new customer, the state, "Confirm" button, and ID are displayed.


When the user confirms, the status changes to "Confirmed", the "Approve" button becomes visible, and an ID is generated.


When the user approve, the status changes to "Approved".


In the "Customers Validation" menu, when the user clicks on "New Customers", only customers that are in the new state are shown.


In the "Customers Validation" menu, when the user clicks on "Customers To Approve", only customers that are in the confirmed state are shown.


In the "Customers Validation" menu, when the user clicks on "Approved Customers," only customers that are in the approved state are shown.


When creating a quotation or sales order, only approved customers are shown.


In the user configuration settings, you can enable or disable the vendor approval option.


When a user creates a new vendor, the state, "Confirm" button, and ID are displayed.


When the user confirms, the status changes to "Confirmed", the "Approve" button becomes visible, and an ID is generated.


When the user approve, the status changes to "Approved".


In the "Vendors Validation" menu, when the user clicks on "New Vendors", only vendors that are in the new state are shown.


In the "Vendors Validation" menu, when the user clicks on "Vendors To Approve", only vendors that are in the confirmed state are shown.


In the "Vendors Validation" menu, when the user clicks on "Approved Vendors," only vendors that are in the approved state are shown.


When creating a RFQ or Purchase order, only approved vendors are shown.


FREQUENTLY ASK QUESTIONS
Is this app compatible with Odoo Enterprise as well as Community?

Yes, this app works well with Odoo Enterprise as well as Odoo Community.

I need customization in this app. How can I request it?

You can contact us for customization in this app or you can write to us at support@caretit.com.

Where I can get the Odoo Support?

Odoo support and maintenance service is a key service offered by Caret IT. You will get rapid support by
Caret IT. email : support@caretit.com or drop query on
https://www.caretit.com/contactus.

60 DAYS FREE SUPPORT

We provide 60 days free support with standard Odoo version. Support is applicable remotely and
from the date of purchase. We are responsible to be online and answer you between 10:00 AM to 6:00 PM IST.
Caret IT will be there to ensure your success.

NOTE
Caret IT offers complimentary support during the trial period,
and standard and premium support packages after you buy.


SUGGESTED APPS
CARET IT ODOO SERVICES

Odoo Implementation

Odoo Version Migration

Odoo Support & AMC Services

Odoo Customization

ERP Consulting

Hire Odoo Developer

GET IN TOUCH

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.