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Approval Based Contact Filtering

by
Odoo

$ 5.51

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Purchase (purchase)
• Discuss (mail)
Lines of code 130
Technical Name sdm_access_rights
LicenseLGPL-3
Websitehttps://www.netilligence.io
Versions 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Purchase (purchase)
• Discuss (mail)
Lines of code 130
Technical Name sdm_access_rights
LicenseLGPL-3
Websitehttps://www.netilligence.io
Versions 16.0 17.0 18.0
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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.

Daily Report Interface
Approve

A Boolean field 'Approve' is added to the contact form.

Workflow Icon
Selectable

When checked, the contact becomes selectable in Sales and Purchase documents.

Workflow Icon
Dropdowns

If unchecked, the contact will be hidden from the dropdowns in those modules.

Workflow Icon
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

1st June, 2025

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