| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 345 |
| Technical Name |
contact_approve |
| License | OPL-1 |
| Website | https://idealitsetup.com/ |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 345 |
| Technical Name |
contact_approve |
| License | OPL-1 |
| Website | https://idealitsetup.com/ |
| Versions | 17.0 18.0 |
Contact Approval Workflow
Customer Approval Workflow with Review States for Sales & Invoices
Overview
This module adds a comprehensive approval workflow for contacts/customers in Odoo. It ensures that only approved customers can be used in sales orders and customer invoices, providing better control over your business transactions.
Use Case: Perfect for businesses that need to verify and approve customers before allowing sales transactions. Ensures compliance with internal policies, KYC requirements, and prevents unauthorized customer dealings.
Key Features
| ✔ Four-Stage Approval Workflow - Draft, Under Review, Approved, and Rejected states |
| ✔ Sale Order Protection - Block unapproved customers from being used in sales orders |
| ✔ Invoice Protection - Block unapproved customers from customer invoices and credit notes |
| ✔ Full Audit Trail - Track who reviewed, approved, or rejected each customer with timestamps |
| ✔ Rejection Wizard - Capture rejection reasons with a dedicated wizard popup |
| ✔ Chatter Integration - All status changes are logged in the contact's chatter |
| ✔ Arabic Translation - Full Arabic language support included |
Approval States
| State | Description | Can Use in Transactions? |
|---|---|---|
| Draft | Initial state for new contacts | No |
| Under Review | Contact information is being reviewed | No |
| Approved | Contact has been verified and approved | Yes |
| Rejected | Contact has been rejected with reason | No |
How It Works
| Step 1: New contacts are created with Draft status by default |
| Step 2: A reviewer sets the contact to Under Review status |
| Step 3: After verification, the contact is either Approved or Rejected |
| Step 4: Only Approved contacts can be used in Sale Orders and Invoices |
| Step 5: Warning messages appear when selecting unapproved contacts |
Audit Trail Fields
The module tracks the following information for compliance and audit purposes:
| • Reviewed By - User who set the contact under review |
| • Review Date - When the contact was set under review |
| • Approved By - User who approved the contact |
| • Approval Date - When the contact was approved |
| • Rejected By - User who rejected the contact |
| • Rejection Date - When the contact was rejected |
| • Rejection Reason - Documented reason for rejection |
Technical Information
| Attribute | Value |
|---|---|
| Technical Name | contact_approve |
| Version | 18.0.1.0.0 |
| Dependencies | base, contacts, mail, sale_management, account |
| License | OPL-1 (Odoo Proprietary License) |
| Languages | English, Arabic |
Contact & Support
$20 USD
Get professional support and customization services
| Developer: | Ahmed Magdy |
| Email: | qarsan4@gmail.com |
| Website: | idealitsetup.com |
| WhatsApp: | +966 509818413 |
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, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Good Work bro