| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 123 |
| Technical Name |
zb_partner_approve |
| License | LGPL-3 |
| Website | http://www.zbeanztech.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 123 |
| Technical Name |
zb_partner_approve |
| License | LGPL-3 |
| Website | http://www.zbeanztech.com/ |
Partner Approval
Overview
Introducing ZestyBeanz's Partner Approval module, a powerful Odoo addon helps to enforce Partner Approval in Sales Orders, Purchase Orders, Stock Pickings Invoices and Payments. These documents can only be confirmed or posted if the selected partner is Approved.
Key Features
Partner Approval Enforcement : Enforces partner approval for sales orders, purchase orders, stock pickings, and invoices.
Restriction Mechanism : Prevent confirmation or posting if the partner is not approved.
Warning Notification : Raises a warning message if the selected partner is not approved.
Before Installing the module
The Tree View and Form Views of Partners/Customers/Vendors.
After Installing the Module.
Navigate to settings menu and select a user then enable the Partner Mnager group to get the module functionalities.
In the Partner/Customer/Vendors form view, there is a "Approve" button for allow users to change the partner's stage from draft to approved state.
=>This action signifies that the partner has been reviewed and approved for use in sales and procurement processes.
In the Partners/Customers/Vendors tree view, each partner is accompanied by a button for approval. Additionally, there is a visual indicator showing whether the partner has been approved or not.
=>This allows users to quickly identify the approval status of each partner directly from the list view.
Furthermore, within the Action menu,
1.Approve Button : Users have the option to reset multiple partners to the Draft stage to Approve stage.
2.Set To Draft Button : Users have the option to reset multiple partners to the Approve stage to Draft stage.
User error occurs when confirming a Sale Order if selected partner is not approved.
User error occurs when confirming a Purchase Order if selected partner is not approved.
User error occurs when attempting to post an Invoice if selected partner is not approved.
User error occurs when attempting to post Vendor Bills if selected partner is not approved.
User error occurs when Registering Payments if selected partner is not approved.
User error occurs when validating a Stock Picking if selected partner is not approved.
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