| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 194 |
| Technical Name |
eg_customer_supplier_approve |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
Customer and Vendor approval
The Customer and Vendor Approval application allows managers to approve or reject customers and vendors based on specific criteria. Users with the appropriate access rights can approve customers and vendors, making the approval process more structured and controlled. Only approved customers and vendors will be visible in related sales and purchase processes.
Highlight Customer and Vendor approval
Approve customers and vendors before they can be used in transactions
Only authorized users can approve or reject customers/vendors
Only approved customers/vendors are visible when creating quotations or RFQs
Features
Screenshots
Support
Service
Features
Manage Customer Approvals:
Sales managers can approve new customers, ensuring that only validated customers appear in quotations.
Manage Vendor Approvals:
Vendors must be approved by an authorized user before they can be selected in purchase orders or RFQs.
State-Based Validation:
Customers and vendors go through a "New", "To Approve", or "Approved" status, making it easy to track their approval state.
Screenshot
1) Users View:
Users with the necessary access rights will see a Boolean field for "Customer Approval" or "Vendor Approval." By clicking on this Boolean, they can approve the customer or vendor.
Navigation : Settings → Users & Companies → Users
2) Customer Form View:
The sales manager can create a new customer. After confirming the customer, a unique customer ID is generated, but the customer remains in the "New" state until approval.
Navigation : Sales → Orders → Customers
3) Customers View for Customer Validation:
The manager can view the customerâs validation state and change it from "To Approve" to "Approved" once the customer is validated.
4) Approved Customer Form View:
Once approved, the manager can confirm the customer's approval status, and they will be available in sales processes.
5) Customers Kanban View (New Customers):
In this view, users can filter and see only new customers who are awaiting approval.
Navigation : Sales → Customer Validation → New Customers
6) Customers View with "Customer to Approve" Option:
This view allows the manager to filter and see customers who are still pending approval.
Navigation : Sales → Customer Validation → Customer to Approve
7) Customers View with "Approved Customers" Option:
Only approved customers will be visible in this view, showing customers who have been validated and can now be used in sales orders.
Navigation : Sales → Customer Validation → Approved Customers
8) Quotations View:
When creating a new quotation, only approved customers will appear in the customer list.
Navigation : Sales → Orders → Quotations → New
9) Vendors Form View:
Similar to customers, new vendors can be created, and their status will be set to "New," "To Approve," or "Approved." Vendors must be approved to be used in purchase orders.
Navigation : Purchase → Orders → Vendors → Vendor Validation
10) Vendors View:
Authorized users can approve or reject vendors from the vendor validation menu.
11) Vendors Kanban View (New Vendors):
In this view, users can see only the new vendors who are awaiting approval.
Navigation : Purchase → Orders → Vendors → Vendor Validation → New Vendors
12) Vendors View with "Vendors to Approve" Option:
Only vendors who are waiting for approval will be shown in this view.
13) Vendors View with "Approved Vendors" Option:
This view filters and shows only vendors who have been approved and are ready to be used in purchase orders or RFQs.
14) RFQ Form View:
When creating a new RFQ, only approved vendors will appear in the vendor list for selection.
Navigation : Purchase → Orders → Requests for Quotation → New
User Guide
Suggested Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module