$ 5.02
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 129 |
| Technical Name |
sdm_access_rights |
| License | LGPL-3 |
| Website | https://www.netilligence.io |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 129 |
| Technical Name |
sdm_access_rights |
| License | LGPL-3 |
| Website | https://www.netilligence.io |
| Versions | 16.0 17.0 18.0 |
Feature Documentation: Approval-Based Contact Filtering in Odoo (Sales & Purchase)
This feature introduces an 'Approve' checkbox in the Contacts module of Odoo.Only contacts marked as approved will appear in customer selection within the Sales module,vendor selection within the Purchase module.This ensures only validated, trusted partners are involved in business transactions.
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Approve Option in Contact Form
Contact Form with "Approve" Checkbox Enabled
In the Contacts module, a new checkbox labeled 'Approve' is visible. When checked, this contact (e.g., Abigail Peterson) becomes available for selection in Sales and Purchase orders.
Vendor Selection in Purchase Module
Only Approved Vendors Shown in Purchase Order Creation
When creating a Purchase Order, only approved contacts appear in the Vendor dropdown. Unapproved contacts are hidden, and the vendor list is restricted to ensure supplier validation.
Customer Selection in Sales Module
Only Approved Customers Shown in Sales Order/Quotation
In Sales Quotations or Orders, the Customer field displays only those contacts who have the 'Approve' checkbox selected. This filters the list to include only validated customers.
Approve
A Boolean field 'Approve' is added to the contact form.
Selectable
When checked, the contact becomes selectable in Sales and Purchase documents.
Dropdowns
If unchecked, the contact will be hidden from the dropdowns in those modules.
Governance
This ensures transaction integrity, approval-based workflows, and partner control.
FAQ
The 'Approve' checkbox in the Contacts module is used to control whether a contact can be selected in Sales and Purchase documents. Only contacts marked as approved (checkbox checked) will appear in the customer selection within the Sales module and the vendor selection within the Purchase module.
- Go to the Contacts module.
- Open the contact you want to approve.
- Check the 'Approve' checkbox.
- Save the contact.
When a contact is not approved (i.e., the 'Approve' checkbox is unchecked), they will be hidden from the dropdown lists in the Sales and Purchase modules. This means they cannot be selected as a Customer in Sales Orders/Quotations or as a Vendor in RFQs and Purchase Orders.
This feature is compatible with Odoo v16 and above.
Release 18.0
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