Partner Qualification
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-pnc-0009-partner-qualification-5069$ 251.43
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Contacts (contacts)
• Discuss (mail) |
| Lines of code | 402 |
| Technical Name |
fal_partner_qualification |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0009-partner-qualification-5069 |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 402 |
| Technical Name |
fal_partner_qualification |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0009-partner-qualification-5069 |
| Versions | 17.0 18.0 19.0 |
ODOO'S FUNCTION
In Odoo, a partner (company or individual) has the same right, whether it is just a prospect with a phone number or a partner with customer/supplier orders. The system does not differentiate between a contact with limited information and a fully verified partner.
CLUEDOO'S FUNCTION
Cluedoo enhances partner management by introducing:
- A qualification process on the partner record.
- The ability to manage both an unqualified partner database (with limited input quality) and a smaller, qualified partner database containing high-quality, verified information.
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SET QUALIFIED 1. On the form view of a company partner, we have to choose Unlocked before clicking on the button Set Qualified |
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After qualifying the company partner successfully, the related contacts in that company are also automatically qualified . |
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SET UNQUALIFIED 1. Choose a company contact > On the form view, click on the button Set Unqualified
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2. After the company partner is set to be unqualified successfully, the
related contacts
in that company are also automatically
unqualified
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3. If we want to change
Partner Data Control
of both the company partner and its related contacts to red, we have to choose
Blocked
before clicking on the button
Set Unqualified
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Note: Case 1: If we click on the button Set Unqualified without choosing Blocked , the 'Partner Data Control' of the company partner and its related contacts will not turn red
Case 2: If we click on the button Set Unqualified before choosing Blocked , only the 'Partner Data Control' of the company partner will turn red, while its related contacts will not change |
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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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