Partner Approval
https://apps.odoo.com/apps/modules/12.0/gts_partner_approval/
A business is more often than not a collaboration between the customers and the vendors. So, it is very important to choose your customers/vendors wisely.
Doing business with untrustworthy customers or vendors can incur huge losses to your business.
We can offer you to have the customers and vendors approved by the concerned managers/departments before allowing any business with them.
Most important features:
- Filter out the partners (Customers / Vendors) by their status - Potential, Pending, Approved and Rejected.
- Allows to validate the partner before using them anywhere in the system.
- Normal users can only create potential partners and request approval.
- When users are requested to approve the partner, an email is sent to the concerned user with a link to that record.
- User can directly click on the link in the email and jump to ERP. After login, they get redirected to that particular partner and can approve.
- For approved/rejected partners, emails are sent to the concerned users.
Configuration:
Go to Settings > Users and Companies > Users and give access to the ‘Approve Partners’ group.