Stop transacting with unverified partners
Partner Approval Workflow gates every new customer and vendor behind a centralized, auditable approval queue — so finance, procurement, and compliance teams control who becomes transactable in Odoo.
Any user with contact-creation rights can add a new customer or vendor and immediately raise invoices, cut purchase orders, or book deliveries against it — with no check that the entity is legitimate, its tax and banking details are correct, or a duplicate record does not already exist. The fallout lands on finance and compliance teams who cannot control who creates the records: misdirected billing, payments to unverified vendors, fragmented reporting, and audit findings in regulated industries.
Partner Approval Workflow adds a draft-until-approved gate to every customer and vendor. Requests route through configurable, risk-based approval stages, get checked for missing data and duplicates, and stay locked out of sales orders, purchase orders, and invoices until a designated approver signs off — with a complete audit trail behind every decision.
Everything a compliance-grade approval gate needs
Every capability below is implemented in the module.
Centralized Approval Queue
One dashboard lists every pending, approved, and rejected request with list, kanban, graph, and pivot views — no more hunting through individual partner records or an inbox.
One-Click Approve or Reject
Approvers act directly inside Odoo. Rejections require a written reason that is fed back to the requester, so nothing gets stuck without an explanation.
Multi-Level Routing
Requests move through sequential approval stages — for example Manager Review then Finance Review — so no single approver is a bottleneck for every decision.
Risk-Based Escalation
High-risk or high-value partners automatically escalate to a senior approval stage, based on configurable amount and risk thresholds.
Data-Quality Checks
Before a request can be submitted, the module checks for missing tax ID, address, email, or vendor bank details and lists exactly what needs fixing.
Duplicate Detection
Matching tax ID, email, or name against existing partners surfaces likely duplicates on the request, with an optional setting to block submission outright.
Bulk Approve and Reject
Select multiple pending requests from the queue and approve or reject them in one action — built for imported rosters and mass onboarding.
Full Audit Trail
Every submission, approval, rejection, and reset is logged with who, when, and why, plus a per-stage routing history ready for an audit.
Transaction Gating
Sales orders, purchase orders, and invoices display a clear warning and block confirmation while the partner is not yet approved.
How it works
Request approval
A user submits a new or updated partner for approval directly from the partner form.
Automatic routing
The request is checked for data quality and duplicates, then routed to the applicable approval stage based on partner type, risk, and value.
Review and decide
Approvers review the request in the queue and approve or reject it with a mandatory comment, advancing multi-stage requests automatically.
Partner activated
Once approved, the partner becomes usable on sales orders, purchase orders, and invoices, and the requester is notified of the outcome.
See it in action
The approval command center, configuration, and partner integration — all inside Odoo.
The Approval Queue defaults to requests awaiting your decision, with risk and overdue badges visible at a glance.
The All Requests list shows every state with risk badges and overdue decoration for a complete view of the pipeline.
A kanban view grouped by approval stage gives approvers a visual command center for routing.
A built-in graph view breaks down requests by state for quick reporting.
The pivot view cross-tabs partner type against state for audit-ready reporting.
A high-risk request form shows the statusbar, Approve/Reject actions, and a full multi-stage routing history.
Approval stages are fully configurable — add, reorder, or restrict routing levels by partner type and threshold.
Each stage defines its approver group, specific approvers, and the amount and risk thresholds that trigger it.
Settings cover approval requirements, data-quality rules, routing and SLA, and transaction gating in one place.
Every partner form shows real-time approval status with a smart button linking straight to its approval history.
Frequently asked
Does this replace Odoo's native Approvals module?
No. Odoo's Approvals module is a generic request tool that is not partner-aware. Partner Approval Workflow is purpose-built for customer and vendor vetting, with a dedicated queue, risk-based routing, and gating on sales, purchase, and invoice documents.
Can I control which partners require approval?
Yes. Approval can be required by default for customers and vendors independently, and it can be overridden per partner, so low-risk contacts are not slowed down while high-risk ones are gated.
What happens to partners that already exist when I install the module?
Existing partners are not retroactively locked. New confirmations on sales orders, purchase orders, or invoices are gated going forward according to your configuration, while historical records are unaffected.
Does this work on Odoo Community edition?
Yes. The module uses only Community-available features and depends on Contacts, Sales, Purchase, Accounting, and Discuss (mail) — no Enterprise apps required.
Get in Touch
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Partner Approval Workflow — a centralized approval queue with risk-based routing, data-quality checks, and transaction gating for every customer and vendor.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 1641 |
| Technical Name |
cerevantix_partner_approval_workflow |
| License | OPL-1 |
| Website | https://cerevantix.com |
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