Customer/Supplier Approval
Allows Users to validate or approve customers/vendors
Key Highlights
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.
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
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.
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
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
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.
Filter Kanban Customer
You can filter the state quickly from kanban customer.
Group by Kanban Customer
You can group by the state quickly from kanban customer.
Sale order form view
when creating a sale order only approved customers will be listed in the customer dropdown
Purchase order form view
when creating a purchase order only approved vendors will be listed in the vendor dropdown
Customer invoice form view
when creating a customer invoice only approved customers will be listed in the customer dropdown
Inventory form view
when creating a delivery order only approved partners will be listed in the partner dropdown
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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.
Initial Commit for Customer/Supplier Approval.
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