| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 193 |
| Technical Name |
pf_contact_approval |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 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 | 193 |
| Technical Name |
pf_contact_approval |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Contacts Approval Odoo App
The Contacts Approval Odoo App helps you maintain clean, verified, and reliable contact data across your Odoo system. This module introduces a simple approval workflow where newly created contacts are reviewed before being used in business operations. Every contact is automatically placed under approval, ensuring that only authorized and verified contacts are available for Sales, Purchase, Inventory, and Invoicing processes. Contact Managers can easily review, approve, or reject contacts individually or in bulk, saving time and reducing manual effort. With role-based control, quick filtering by approval status, and zero configuration required, this app improves data accuracy, enhances control, and streamlines contact management—making your Odoo operations smoother and more efficient.
Key Features
Automatic approval request on contact creation.
New contacts default to Under Approval.
Only the Contact Manager can approve or reject contacts.
Approve or reject multiple contacts in a single click.
Quickly filter contacts by approval state.
Contacts Approval Odoo App
Our all-inclusive
Odoo – Contacts Approval Odoo App Odoo App helps organizations maintain accurate,
verified, and controlled contact data across their Odoo system. This module introduces a structured approval workflow
that ensures newly created contacts are reviewed and approved by an authorized Contact Manager before being used in any
business process. When a contact is created by a normal user, it is automatically placed in the Under Approval state.
Contact Managers can review contact details, validate information, and decide whether to approve or reject the contact.
The module supports multiple contact states including Draft, Under Approval, Approved, and Not Approved, providing complete
visibility and control over the contact lifecycle.To improve efficiency, the app allows Contact Managers to perform Mass
Approve and Mass Not Approve actions, enabling them to manage multiple contacts in a single click. Role-based access ensures
that only authorized users can perform approval actions, while normal users are restricted from approving or rejecting contacts.
Once approved, contacts become available across all core Odoo modules such as Sales, Purchase, Inventory, Warehouse, and Invoicing.
Unapproved or rejected contacts are automatically restricted and cannot be selected in quotations, sales orders, purchase orders,
invoices, vendor bills, or stock operations. This ensures data consistency, prevents errors, and enhances operational accuracy.
Contacts Approval Odoo App
- Contacts follow defined states: Draft, Under Approval, Approved, and Not Approved.
- Every newly created contact is automatically placed in the Under Approval state.
- Only the Contact Manager has the authority to approve or reject contacts.
- Contact Manager can approve multiple contacts in a single click.
- Contact Manager can review contact details before approving or rejecting.
Complete Workflow for Contacts Approval Odoo App
First, assign the Contacts Approval role from user settings When a normal user creates a contact, it automatically moves to the Under Approval state The Contact Manager can review contact details from the Under Approval list and perform actions like Approve or Not Approve. You can also use Mass Approve or Mass Not Approve to manage multiple contacts at once. Once approved, the contact becomes available in Sales, Purchase, Inventory, and Invoicing modules across Odoo.
Contacts Approval Odoo App
1.Tick the "Contact Manager" group.
2.In contacts, if the normal user selects any contacts and tries to perform 'Mass Approve' or 'Mass Not Approve' than it shows error.
3.The error looks like below.
4.User Setting: Tick the "Contact Manager" group.
5.In contacts, you can see the under approval contact list.
6.After clicking that contact manager can perform two actions, 1) Mass Approve , 2) Mass Not Approve.
7.Demo 1 is in the under approval state. You can see all states of the contact
1) Draft: When a normal user makes a contact it shows in the draft after creating a contact it moves in 'Under Approval' state by default.
2) Under Approval: That means the contact still not approved by the contact manager, the contact can move in approve state means that contact can use in the whole odoo or can move in not approved state means that contact can not use in the whole odoo.
3) Approved: Approved means the contact is approved by the contact manager.
4) Not Approved: Not approved means the contact is not approved by the contact manager.
8.After approved contact by contact manager that can use in sales order or quotations.
9.The approved contact can be used in the purchase order or request for a quotation.
10.The approved contact can be used in the purchase order or request for a quotation.
11.Users can only use the approved contact in inventory, stock or warehouse.
12.In vendor bills or debit notes, the user gets only approved contact.
Our solutions focus on your problems
- Odoo Implementation
- Odoo Customization
- ERP Development and Implementation
- Odoo Ipass Cloud
- AI for Odoo
- Odoo Apps
- Aws Marketplace Products
- Business Engines
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works &
tested on standard installations of Odoo with no third
party apps,
• Free support only for odoo
installations with no third party apps,
• Paid
support availaible for Odoo installations with third
party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
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.

Please log in to comment on this module