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+ Odoo.sh
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+ + Customer/Supplier Approval
++ Allows Users to validate or approve customers/vendors
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+ + Key Highlights +
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+ + Users can decide which all customers/Suppliers + need to get approved
+In this + module, you can give access for users to + validate + and approve when creating a new customer Only + approved customers will be + listed on sale orders, purchase orders, delivery + orders, customer + invoices, etc. When choosing the partner + dropdown menu. +
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+ + Validate button access for user
++ Go to Settings > Users there you can see + under Access Right + tab you can enable 'Allow Validate Partner' + under + Approval and Validation category
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+ + Add VALIDATE button and statusbar in the + customer form view
++ Click on 'VALIDATE' button user can validate + the customer ,then + the state will change from draft to + validate.
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+ + Approve button access for user
++ Go to Settings > Users there you can see + under Access Right tab + you can enable 'Allow Approve Partner' under + Approval and Validation category
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+ + Add APPROVE button in customer form + view
++ Click on 'APPROVE' button user can approve + the customer ,then + the state will change from validate to + approve.User + can also generate id for customer +
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+ + Administrator access
++ Go to Settings > Users there you can see under Access Right + tab you can enable 'Administrator' under Approval and + Validation category . Administrator has both validation + and approve access.
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+ + Filter Kanban Customer
++ You can filter the state quickly from kanban customer. +
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+ + Group by Kanban Customer
++ You can group by the state quickly from kanban customer. +
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+ + Sale order form view
++ when creating a sale order only approved customers will be + listed in the customer dropdown +
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+ + Purchase order form view
++ when creating a purchase order only approved vendors will be + listed in the vendor dropdown +
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+ + Customer invoice form view
++ when creating a customer invoice only approved customers + will be listed in the customer dropdown +
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+ + Inventory form view
++ when creating a delivery order only approved partners will + be listed in the partner dropdown +
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+
 2.svg)
Easily can set
+ approval or validation of
+ Customer/Supplier accesses user-wise.
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+ -
+ Customers can
+ provide feedback in both ratings and comments
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+ User can select
+ only approved Customer/Supplier.
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+ Version
+ 17.0.1.0.0|Released on:28th November 2023
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+ + + Initial Commit for Customer/Supplier Approval.
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