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Partner qualification

by
Odoo

$ 246.62

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Lines of code 404
Technical Name fal_partner_qualification
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-pnc-0009-partner-qualification-5069
Versions 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Lines of code 404
Technical Name fal_partner_qualification
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-pnc-0009-partner-qualification-5069
Versions 17.0 18.0

STORY BEHIND THE FEATURES

ODOO BEHAVIOR

A partner (company or individual) has the same right, whether it is just a prospect with a phone number or a partner with customer/supplier orders.

CLUEDOO BEHAVIOR

By implementing a qualification process on the partner record, it becomes possible to manage both an unqualified partner database—with limited input quality—and a smaller, qualified partner database containing high-quality, verified information.

MODULE +

This qualification allows the use of unqualified partners for marketing and sales purposes (e.g., sending newsletters without needing a bank account). Once a contractual relationship is established—such as through an order, invoice, or payment—complete partner information is then required. This approach helps resolve the conflict between the sales department, which wants to include as many partners as possible in the database, and the finance department, which insists on having complete and verified partner information.

CLUEDOO RECOMMENDATION

We recommend launching the module in phase 2 of integration. It's a big improvement, but quite time-consuming to make a full audit of the partner database at the same time as the initial GoLive.

OUR FEATURES AS SOLUTIONS

Qualify your partner with a partner profile

Partner from Leads/Opportunity
Complete the
Partner Profile
Qualified
Make transactions with a Qualified Partner

HOW TO USE THIS MODULE?

SET QUALIFIED

1

On the Users ' settings. Give the user access as a Contact Qualificator.




2

On the Contacts kanban view, we have the Set Qualified (✅) and Set Unqualified (❎) buttons





3

In the contact's form view, there are buttons to qualify the partner as well




4

When you click Set Qualified , it will show a wizard > Fill in the necessary information > Set Qualified



5

If a partner [company] is set as qualified, the related contacts under the Contacts & Addresses tab of that company are also automatically qualified.


SET UNQUALIFIED

1

Choose a contact > Click Set Unqualified


2

If a partner [company] is set as unqualified, the related contacts under the Contacts & Addresses tab of that company are also automatically unqualified.















V18 behavior

SET QUALIFIED

1.

On the form view of a company partner, we have to choose Unlocked before clicking on the button Set Qualified























2.

After qualifying the company partner successfully, the related contacts in that company are also automatically qualified .








SET UNQUALIFIED

1

Choose a contact > On the form view, click on the button Set Unqualified










2

After the company partner is set to be unqualified successfully, the related contacts in that company are also automatically unqualified






3

If we want to change Partner Data Control of both the company partner and its related contacts to red, we have to choose Blocked before clicking on the button Set Unqualified















Note:

Case 1: If we click on the button Set Unqualified without choosing Blocked , the 'Partner Data Control' of the company partner and its related contacts will not turn red


Case 2: If we click on the button Set Unqualified before choosing Blocked , only the 'Partner Data Control' of the company partner will turn red, while its related contacts will not change 
















Odoo Proprietary License v1.0

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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
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