| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Purchase (purchase) • Discuss (mail) • Invoicing (account) |
| Lines of code | 362 |
| Technical Name |
odoo_vendor_approval_process |
| License | AGPL-3 |
| Website | https://projects21.ai/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Purchase (purchase) • Discuss (mail) • Invoicing (account) |
| Lines of code | 362 |
| Technical Name |
odoo_vendor_approval_process |
| License | AGPL-3 |
| Website | https://projects21.ai/ |
Vendor Review & Approval for Contacts
Add a light-weight vendor approval workflow directly on the contact form. Classify partners as Vendors/Customers, assign Vendor Categories, and ensure that only approved vendors appear in Purchase Orders.
Key Highlights
Everything you need for simple vendor onboarding control
Vendor / Customer / Company flags
Mark each company contact as a Vendor, Customer and/or Company Entity using clear boolean fields. This makes it easy to filter and manage partners by role.
Customer & Vendor Reference Numbers
Capture internal Customer Reference and Vendor Reference codes for each company. These references are visible on the contact form next to the tax ID.
Configurable Vendor Categories
Create and manage your own Vendor Categories from Purchase > Configuration > Vendor Category. Assign a category to each vendor to segment them by type, quality, risk, etc.
Vendor Business Type (Radio)
Define the vendor business type using a simple radio selection: Material Vendor, Subcontractor or Others. This is only visible when the Vendor flag is enabled.
Procurement & Accounts Approval
Each vendor passes through two review states: Procurement Approval and Accounts Approval (Pending / Approve / Decline). The combined result drives the overall review status.
Only Approved Vendors in PO
The purchase order vendor field is restricted so that only active & reviewed vendors can be selected. Unreviewed vendors will not appear in the dropdown, enforcing your internal policy.
How It Works
A simple review flow embedded in your contacts
Create a new company contact and mark it as Vendor. Optionally set Vendor Category, Vendor Business Type, and reference numbers.
The vendor automatically moves to Review Pending state. A Review Vendor smart button appears on the contact form (visible to Purchase Managers).
From the popup, Procurement and Accounts teams can set their decisions: Pending, Approve or Decline. Once both sides approve, the vendor is fully reviewed.
Only vendors with the proper approval status become selectable on Purchase Orders. Your purchasing team is automatically guided to approved partners.
Screenshots
Real views from the module inside Odoo
1. Enhanced Contact Form
Customer/Vendor references, Vendor Category, Vendor flag, Vendor Business Type, Customer flag and Company Entity fields directly on the company contact.
2. Vendor Category Configuration
Dedicated Vendor Category menu under Purchase > Configuration to maintain your own categories.
3. Review Vendor Action
A handy Review Vendor button on the contact form opens the approval popup for Procurement and Accounts teams.
4. Approval Popup
Both Procurement Approval and Accounts Approval can be set to Pending, Approve or Decline in a single, clean dialog.
5. Contact Review Status in List
The contacts list displays a Review column (Not Needed / Review Pending / Review Done), so you can quickly see which vendors are still waiting for validation.
Functional Details
Fields, security and technical behavior
Main Fields Added on Contact (res.partner)
- Review: Not Needed / Review Pending / Review Done â overall vendor review state.
- Procurement Approval: Pending / Approve / Decline.
- Accounts Approval: Pending / Approve / Decline.
- Customer Reference: internal reference number for customers.
- Vendor Reference: internal reference number for vendors.
- Vendor Category: Many2one to Vendor Category configuration.
- Vendor: boolean flag to mark the partner as a vendor.
- Customer: boolean flag to mark the partner as a customer.
- Company Entity: boolean flag for internal/legal entities.
- Vendor Business Type: radio selection â Material Vendor / Subcontractor / Others.
- Fax Number and other helper fields as in the screenshots.
Purchase Order Integration
-
The vendor on purchase.order is limited to partners that:
- Are marked as Vendor.
- Are active and not in review-pending state.
- Match the company/domain rules configured in the module.
- This ensures that unreviewed vendors cannot be used accidentally in Purchase Orders.
Security & Usage
- The Review Vendor button is typically restricted to Purchase Managers (or any group you configure in the view XML).
- Basic validations prevent creating a company contact without defining at least one role (Vendor / Customer / Company Entity).
- Additional checks help ensure vendor type is set when the Vendor flag is enabled.
All logic is implemented using standard Odoo models, views and access rights. No core files are overridden; everything is cleanly inherited.
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