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..
Are you ready to make your business more
organized?
Improve now!
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 .
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
This module allows users to validate and approve new customers and suppliers. Only approved partners will be visible in orders and invoices.
Users with the appropriate access can validate and approve customers and suppliers during the creation process.
Approved customers will appear in the partner dropdown for sale orders, purchase orders, delivery orders, customer invoices, and other relevant documents.
No, only approved customers and suppliers will be listed in the partner dropdown menus.
Latest Release 18.0.1.0.0
10th February, 2025- Initial Commit
