Community
Allows Users to validate or approve customers
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.
Available in Odoo 15.0 Community .
Go to Settings > Users there you can see under Access Right tab you can enable 'Allow validate Partner' under Approval and Validation category
Click on 'Validate' button user can validate the customer ,then the state will change from draft to validate.
Go to Settings > Users there you can see under Access Right tab you can enable 'Allow approve Partner' under Approval and Validation category
Click on 'Approve' button user can approve the customer ,then the state will change from validate to approve.User can also generate an Id for customer
You can filter the state quickly from kanban customer.
You can group by the state quickly from kanban customer.
when creating a sale order only approved customers will be listed in the customer dropdown
when creating a purchase order only approved vendors will be listed in the vendor dropdown
when creating a customer invoice only approved customers will be listed in the customer dropdown
when creating a delivery order only approved partners will be listed in the partner dropdown
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