Approval Access Rights

Two new technical access rights — Allow Validate Vendor Request and Allow Approve Vendor Request — appear on the user form so only the right team members can move a vendor through the workflow.

Vendor Request Link on the Website

The website's main navigation gets a new Vendor Request menu entry that points any visitor to the registration form.

Vendor Registration Form

The prospect chooses Individual or Company, fills in name, phone, mobile, email, street, city, postal code, website and logo, then taps Submit to send the request.

Confirmation With Reference Number

On submission the prospect sees a success page with the auto-generated reference — here RP / 0002 — so they can quote it in any follow-up.

New Vendor in Draft

Inside the Purchase app the request lands as a new vendor in Draft, carrying the Individual/Company flag, address, mobile and email exactly as submitted. The buyer presses Validate to start the review.

Validate Step

Once validated, the record advances to the Validate stage and exposes an Approve button — the second checkpoint before the vendor is fully active.

Approved Vendor

Pressing Approve moves the vendor to the final Approve stage on the workflow ribbon — at this point the vendor is ready for purchase orders.

Stage Filters

The Vendors search bar now exposes Draft, Done and Approve filters so procurement can jump straight to pending or completed requests.

Portal User Created in the Background

Each new vendor also produces a Portal-type Odoo user tied to the same partner — visible under Settings > Users and ready for the vendor to log in.

Vendor Login

The vendor signs in to your website using their email and the password they set from the reset link.

Vendor Profile Menu

Once logged in, a new Vendor Profile entry appears in the user dropdown alongside My Account and Logout.

Vendor Profile Page

The Vendor Profile lays out all the submitted details — name, phone, address, email, job position, website — in a read-only summary, with a pencil button at the top right to Edit Vendor Details.

Edit Profile Popup

The pencil opens an Edit Profile popup where the vendor updates name, phone, mobile, street, city, state, zip and country in one place and saves with a single click.

Add Contact Person

A Contact Person Details section sits below the vendor details with an Add Contact button — the gateway for the vendor to list everyone you should deal with.

Add Contact Popup

The popup captures Type (Contact, Invoice, Delivery or Other), Name, Job Position, Email, Phone, Mobile and Notes — everything procurement needs to know in one form.

Edit a Contact Card

Each contact appears as its own card on the profile, with a small edit icon — vendors update people on their team without contacting your support.

Edit Contact Popup

The Edit Contact popup loads the existing values and lets the vendor change the Type, Name, Street, Mobile, Phone or Email in one place.

Updated Contact on Profile

Saving the popup updates the card immediately — the profile page reflects the new contact details without a refresh.

Contacts Sync to the Back Office

Back in the Purchase app, the vendor record's Contacts & Addresses tab now lists every person the vendor added through the portal — executive, tester, billing — ready for buyers to select on quotes and orders.