Customer and Vendor Approval Process

by
Odoo

27.15

v 17.0 Third Party 21
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Discuss (mail)
Lines of code 253
Technical Name customer_supplier_approve
LicenseSee License tab
Websitehttps://www.probuse.com
Versions 17.0 16.0 15.0 13.0 14.0 9.0 12.0 10.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Discuss (mail)
Lines of code 253
Technical Name customer_supplier_approve
LicenseSee License tab
Websitehttps://www.probuse.com
Versions 17.0 16.0 15.0 13.0 14.0 9.0 12.0 10.0 11.0

Customer / Vendor Approval and Reject Process

This module allows the company to process customers and suppliers/vendors for validation and approval for new customers and vendors as shown in the below screenshots.


Main Features:

  • Sales users and purchase users can create new customers and vendors as per Odoo standard access rights and then confirm it for approval.
  • Sales managers and purchase managers can approve or reject customers and vendors as requested by users.
  • When sales/purchase managers approve customers/suppliers the system will generate a unique ID number. Also, the system will only list approved customers/suppliers in the selection of customers/suppliers for example in the many2one field on the sales order form/purchase order form and many2one on Invoice so all documents of the system will list only approved customers/suppliers.
  • ID Number will be generated for a partner which is a company and all contacts under that company will share the same ID of its company... But if you are creating a contact whose company is not linked then the system will generate an ID number for an individual.
  • Note: This app depends on the sale and purchase module of Odoo standard so it will be installed on your machine if it is not installed.
  • For more details, please check the below screenshots and watch the video.

    Menus Available:

    • Sales
      • Customer Approval
        • Approved Customers
        • Customers to Approve
        • New Customers
    • Purchase
      • Vendor Approval
        • Approved Vendors
        • New Vendors
        • Vendors to Approve

Edition Compatibility:


Enterprise Odoo.sh Community

Sales Menu (Odoo Standard)

Customer Approval Menu under Sales

New Customers


Sales users can create new customers in the system and confirm it for approval.


Confirmed Customers and Approve and Reject Button


The sales manager has the right to approve customers in the system.


Approved Customers after Press Approve Button



Kanban View with State of Customer Appear



Search Customers by ID Number

Purchase Menu (Odoo standard)

Vendor Approval Menu under Purchase

New Vendors by Purchase User


The purchase manager has the right to approve vendors in the system.


Confirmed Vendors by purchase users.


Purchase manager has rights to approve vendors in system.


Approved Vendors by Manager



Form View with State of Vendor



Search Vendor by ID Number

Custom Sequence ID Number as Data File


You can still customize your sequence from this form and set your own prefix and paddings.


Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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