| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 193 |
| Technical Name |
eg_all_contacts_approval |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 193 |
| Technical Name |
eg_all_contacts_approval |
| License | OPL-1 |
| Website | http://www.inkerp.com/ |
| Versions | 15.0 16.0 17.0 18.0 |
All contacts Mass Approval
Efficiently manage contact approvals and rejections through a centralised interface, ensuring only reviewed contacts are active. This module features mass approval, automated workflows, role-based permissions, and seamless integration with sales, purchases, and inventory.
Highlight All contacts Mass Approval
Approve or reject contacts through a dedicated manager
Approved contacts are integrated into sales, purchases, and inventory
Features
Screenshots
Support
Service
Features
Mass Approval/Rejection:
Approve or reject multiple contacts at once using the contacts manager for increased efficiency.
Approval Workflow:
Newly created contacts automatically enter an "under approval" state, ensuring that no contact is active without proper review.
Role-Based Permissions:
Only authorized contacts managers can approve or reject contacts, maintaining control over the process.
User-Friendly Interface:
Simple installation and intuitive usability make it easy for anyone to get started without extensive training.
Screenshot
1) User Settings:
To access the features of the Contacts Manager, you must first click on it. If you haven't done this, you won't be able to use the approval features.
Navigation : Settings → Users & Companies → Users
2) Mass Approval Without Accessing the Contacts Manager:
If you attempt to use mass approval without clicking on the Contacts Manager, you won't be able to proceed.
Navigation : Contacts → Action → Mass Approve or Mass Not Approve
3) Error Notification:
If you try to approve or reject contacts without accessing the Contacts Manager, an error message will be displayed.
4) User Setting:
Ensure you click on the Contacts Manager to access the appropriate settings.
Navigation : Settings → Users & Companies → Users
5) Viewing Contacts Under Approval:
By clicking on the Contacts Manager and following the same process mentioned in the previous screenshots, you can view contacts that are currently under approval.
6) Mass Approval or Mass Not Approval of Contacts Under Approval:
The "Task" smart button on the purchase order screen shows a list view of all tasks related to the order for easy access.
Mass Approval: The Contacts Manager can select all contacts and approve them
simultaneously. Approved contacts will then be visible in Sales, Purchases, Inventory,
and Invoices.
Mass Not Approval: The Contacts Manager can select all contacts and reject them
simultaneously. Rejected contacts will not appear in Sales, Purchases, Inventory, or
Invoices.
7) Status of Contacts:
Draft: If you reset a contact, its status will change to Draft.
Approved: Use the "Approve" button to approve individual contacts that are under
review.
Under Approval: This status is assigned automatically when a new contact is
created.
Not Approved: Use the "Not Approved" button; these contacts will not be processed
further.
8) Approved Contacts in Sales:
Once a contact is approved by the Contacts Manager, it will be available for use in Sales. Only contacts approved by the manager will be displayed.
Navigation : Sales → Contacts
9) Approved Contacts in Purchases:
Approved contacts by the Contacts Manager will also be available for use in Purchases. Only those approved contacts will be shown.
Navigation : Purchases → Contacts
10) Approved Contacts in Inventory:
Contacts approved by the Contacts Manager will be accessible in Inventory. Only those contacts that have been approved will be visible.
Navigation : Inventory → Contacts
User Guide
Suggested Products
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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