| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 195 |
| Technical Name |
kaz_partner_approve |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 195 |
| Technical Name |
kaz_partner_approve |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
| Versions | 18.0 19.0 |
Partner Approval Gate
for Odoo
Put airtight governance on customer and vendor onboardingâenforce a role-based Draft â Approved workflow that stops mistakes at the source. From day one, Sales, Purchasing, Accounting, and Inventory flow only when the partner is approved: attempts to confirm SO/PO, post invoices/bills or payments, or validate pickings are cleanly blocked with guided messaging. Partner Managers approve in a click from form or list (with bulk actions), while optional checklists require key fields and documents before approval to meet KYC and compliance. Edit locks protect critical master data after approval; any change requires a controlled reset to Draft, preserving a clear audit trail. Smart badges, a statusbar, and chatter notes (Approved By/On, reasons) keep teams aligned without chasing spreadsheets. Centralize partner governance to reduce operational risk, prevent mis-postings, and speed auditsâso your teams transact confidently knowing every downstream document is tied to a vetted, compliant partner.
© 2025 Kaizen Principles
What's New in Partner Approval Gate for Odoo
Approval Gate (Draft â Approved)
Role-Based Control
Audit Ready
One-Click Actions
Kaizen Principles
Your Partner
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All Features
Draft â Approved workflow: Simple statusbar to control when a partner can transact.
Role-based approval: Dedicated Partner Manager group approves individually or in bulk
Hard transaction gate: Blocks SO/PO confirmation, invoice/bill & payment posting (optional: picking validation) until Approved.
Bulk actions: One-click Approve / Set to Draft from list view for faster onboarding.
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Partner Approval Gate
Gain full control over partner approvals across Sales, Purchase, Accounting, and Inventoryâset a simple Draft â Approved gate, assign approvers, and let Odoo keep every downstream document clean. From standard flows (Sales Order, Purchase Order, Invoices/Bills, Payments, Pickings), users work as usual; the system instantly links documents but blocks confirmation/posting until the partner is Approved. A status-driven workflow and role-based approvals keep high-risk transactions under tight control, while low-risk partners move through with one-click approval and optional bulk actionsâmaintaining speed without sacrificing governance.
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Grant âPartner Managerâ Access
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Approve the Partner
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Partner Approved & Audit Log
-
Bulk Approve from List
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Bulk Approve via Actions Menu
-
Bulk âSet to Draftâ
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Sale Order Blocked for Unapproved Partner
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Purchase Order Blocked for Unapproved Vendor
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Invoice Posting Blocked for Unapproved Partner
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Vendor Bill Posting Blocked
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Payment Confirmation Blocked
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Picking Validation Blocked for Unapproved Partner
Grant âPartner Managerâ Access
Approve the Partner
Partner Approved & Audit Log
Bulk Approve from List
Bulk âSet to Draftâ
Sale Order Blocked for Unapproved Partner
Purchase Order Blocked for Unapproved Vendor
Invoice Posting Blocked for Unapproved Partner
Vendor Bill Posting Blocked
Picking Validation Blocked for Unapproved Partner
Grant âPartner Managerâ Access
Assign the Partner Manager right to selected users so they can approve or reset partners and manage bulk actions. This step enables the Draft â Approved workflow controls without giving broader admin privileges. Navigate to Settings ⸠Users & Companies ⸠Users, open the user, and tick Partner Manager under Other (or your moduleâs section), then save.
Approve the Partner
Open the partner record and review key details (address, tax ID, email/phone, tags). Enter an Approval Note if needed, then click Approve to move the status from Draft to Approved. Once approved, Sales Orders, Purchase Orders, Invoices/Bills, Payments, and (optionally) Pickings for this partner can proceed. The statusbar updates and the action is logged for audit.
Partner Approved & Audit Log
The partner is now Approvedâtransactions can proceed. Use the Set to Draft button to revoke approval when master data needs changes. The status bar shows Approved, and the chatter records who approved and when (including any approval notes), providing a clear audit trail for reviews and audits.
Bulk Approve from List
Speed up onboarding by approving multiple partners directly from the Contacts list. Use the inline Approve action or select several records and run the bulk Approve / Set to Draft actions. The Approve Status badge instantly reflects each change, letting your team clear pending partners without opening individual forms.
Bulk Approve via Actions Menu
Select multiple contacts and use Actions ⸠Approve (or Set to Draft) to update their approval status in one go. This clears backlogs fast and keeps the Approve Status badges in sync without opening each record.
Bulk âSet to Draftâ
Select one or more approved partners and use Actions ⸠Set to Draft to revoke approval in bulk. This is ideal when master data needs editsâreset first, update safely, then re-approve. The Approve Status badges update immediately across the list.
Sale Order Blocked for Unapproved Partner
When trying to Confirm a quotation, the system checks the partnerâs status. If the partner is Draft, confirmation is blocked and a clear message explains that the partner must be approved first. This prevents premature sales to unvetted customers and guides users back to the approval step.
Purchase Order Blocked for Unapproved Vendor
Attempting to Confirm Order triggers a vendor status check. If the vendor is still Draft, confirmation is blocked with a clear message requiring approval first. This safeguards procurement by preventing POs to unvetted suppliers and directing users back to the partner approval step.
Invoice Posting Blocked for Unapproved Partner
When attempting to Post a customer invoice (or vendor bill), the system validates the partnerâs status. If the partner is still Draft, posting is blocked with a clear message, preventing receivables/payables from being created for unvetted entities. Approve the partner first, then post to proceed.
Vendor Bill Posting Blocked
Posting a Vendor Bill checks the vendorâs approval status. If the vendor is still Draft, posting is blocked with a clear warning to approve the partner firstâpreventing payables to unvetted suppliers and keeping procurement compliant.
Payment Confirmation Blocked
When attempting to Confirm a payment, the system verifies the partnerâs status. If the partner is Draft, confirmation is blocked with a clear message, ensuring no cash disbursement/receipt is posted for unapproved entities. Approve the partner first, then confirm the payment.
Picking Validation Blocked for Unapproved Partner
Attempting to Validate the receipt/delivery checks the partner status. If the partner is still Draft, validation is blocked with a clear messageâpreventing stock moves for unvetted suppliers/customers and keeping inventory in sync with compliance.
Why Kaizen
You know us as the makers of the Odoo "Partner Approval Gate for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
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