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  1. APPS
  2. Contacts
  3. Contacts Approval in Odoo v 19.0
  4. Sales Conditions FAQ

Contacts Approval in Odoo

by Prefortune Technologies LLP https://www.prefortune.com/
Odoo

$ 24.10

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
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
LicenseOPL-1
Websitehttps://www.prefortune.com/
Versions 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
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
LicenseOPL-1
Websitehttps://www.prefortune.com/
Versions 14.0 15.0 16.0 17.0 18.0 19.0
  • Description
  • License

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.

REQUEST A DEMO Skype Us

Watch Quick Video

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.
  • Overview
  • Screenshots
  • FAQ
  • Support

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.

Qn : is this one time payment or there is renewal cost ?
Ans : This is a one-time payment.
Qn : is this module working with community and enterprise editions ?
Ans: Yes, the module works with both the Community & enterprise version of apps.
Qn : how can I install the Contacts Approval Odoo App?
Ans: you can install the application directly from the Odoo Apps store or upload the application file to your Odoo instance. Once installed, you can configure the application to suit your organization's needs and begin creating branches or units.
Qn : is support available for the Contacts Approval Odoo App?
Ans: yes, support is available for the Contacts Approval Odoo App. You can access documentation, forums, and community resources for assistance with installation, configuration, and troubleshooting. Additionally, paid support plans may be available for more personalized assistance.

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• Works & tested on standard installations of Odoo with no third party apps,
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odoosupport@prefortune.com Prefortune Technologies LLP

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:

odoosupport@prefortune.com Prefortune Technologies LLP

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from the authors, typically via Odoo Apps, or if you have received a written
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