Restrict Create Customer / Vendor
by Loyal IT Solutions Pvt Ltd http://www.loyalitsolutions.com.com
Odoo
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
Lines of code | 227 |
Technical Name |
restrict_create_partner |
License | LGPL-3 |
Website | http://www.loyalitsolutions.com.com |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
Lines of code | 227 |
Technical Name |
restrict_create_partner |
License | LGPL-3 |
Website | http://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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is this module available for v17?
Re:
Please send your requirements to info@loyalitsolutions.com