Customer Approval Workflow for Website Orders
This module introduces a Customer Approval Workflow for Website Orders. When a new customer places an order from the website, the order will remain in Quotation Sent state until the customer is approved by an authorized user.
Features:
- New website customers require approval before confirming orders
- Approval access controlled from Settings
- Unauthorized users cannot approve or reject customers
- Users without permission can send approval request email
- Authorized users can approve the customer
- After approval, the sale order can be confirmed
Step 1: Configure Customer Approval Users
Select users who are allowed to approve or reject customers.
Step 2: Customer Places Order from Website
- Customer places an order from the website
- Payment is completed
- The order remains in Quotation Sent state
- Customer approval is required before confirming the order
Step 3: Customer Approval Required
- Customer approval status will be Not Approved
- Approve and Reject buttons will appear on the customer form
Step 4: Unauthorized User Attempt
- If a user without permission clicks Reject
- The system shows an access warning
Step 5: Send Approval Request
- If user does not have approval access
- User can click Send Request
- An email will be sent to the approval team
Step 6: Approval Request Email
- Approval email contains customer details
- Approval team can review the customer information
Step 7: Approve Customer
- Authorized user clicks Approve
- Customer approval status becomes Approved
Step 8: Confirm Sale Order
- Once customer is approved
- The sale order can be confirmed normally
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• eCommerce (website_sale) • Discuss (mail) • Website (website) • Invoicing (account) |
| Lines of code | 388 |
| Technical Name |
sf_customer_verify_approval |
| License | LGPL-3 |
| Website | http://www.squadfoucs.com |
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