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v 16.0 Third Party 132
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Lines of code 227
Technical Name restrict_create_partner
LicenseLGPL-3
Websitehttp://www.loyalitsolutions.com.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Lines of code 227
Technical Name restrict_create_partner
LicenseLGPL-3
Websitehttp://www.loyalitsolutions.com.com

RESTRICT TO CREATE CUSTOMER OR VENDOR

It is not good practice to allow every users to create partners such as customers , vendors / employees. It should be restricted to authorized users , otherwise there will be chances of duplicate entries of customers or vendors, which will create problems in accounting data of a business enterprises. The module helps for it

Version 16.0 Enterprise & Community

Overview


The module is for giving access to create customers / vendors /employees in Odoo, for some authorized users only

Key Highlights!

  • No need any configuration
  • Restrict users from creating customers
  • Restrict users from creating vendors
  • Restrict users from creating employees
  • Restricts customer / vendor creation directly from the sale order or purchase order
  • Allows to update the customer / vendor information
  • Avoids duplication of the customers/ vendors
  • Helps to prevent issues in accounting system

Features


01

SET THE ACCESS TO THE USER


If a user needs authorization, need to set it by checking 'Authorize to create customer /vendor'

02

RESTRICTS TO CREATE CUSTOMER


When an unauthorized user tries to create customer, the module will not allow it

03

RESTRICTS FROM QUOTATION/ SALE ORDER


When an unauthorized user tries to create customer directly from sale order, the module will not allow it

04

RESTRICTS FROM PURCHASE


When an unauthorized user tries to create vendor directly from purchase order, the module will not allow it ( The same restrictin from inventory / invoicing too)

05

RESTRICTS FROM PURCHASE


When an unauthorized user tries to create employee /contact directly from Employee, the module will not allow it

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Need Any Help?


Do you have any query ? Do you need any support from our side ? We are happy to assist you

Email us

support@loyalitsolutions.com / info@loyalitsolutions.com

Contact Us

www.loyalitsolutions.com

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by
Taranpreet Singh
on 5/20/24, 2:05 PM

is this module available for v17?

Re:
by
SHAMNAS K A
on 5/21/24, 1:04 AM Author

Please send your requirements to info@loyalitsolutions.com