User Manual : Partner Approval Module

Overview

Introducing ZestyBeanz’s Partner Approval module, a powerful Odoo addon helps to enforce Partner Approval in Sales Orders, Purchase Orders, Stock Pickings, Invoices and Payments. These documents can only be confirmed or posted if the selected partner is Approved.

Exploring Partner Approval 

Installation

1. Get the module from Odoo App store
   https://apps.odoo.com/apps/modules/17.0/zb_partner_approve/
2. Extract the file from your system after the download finishes. You will be able to see a folder named- zb_partner_approve.
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on ‘Update Modules List’.
6. In the search bar, remove all the filters and search zb_partner_approve.
7. You will be able to see the module in the search result. Click on ‘Install’ to install it.
   
   Before Installing the module
   The Tree View and Form Views of Partners/Customers/Vendors.
   
   
   

After Installing the Module.

Configuration

Navigate to the settings menu and select a user then enable the Partner Manager group to get the module functionalities.

Working

In the Partner/Customer/Vendors form view, there is a “Approve” button to allow users to change the partner’s stage from draft to approved state.

• This action signifies that the partner has been reviewed and approved for use in sales and procurement processes.
  
  Additionally, there is a “Set to Draft” button available for users to revert the partner’s approval state if needed.
  
  
• In the Partners/Customers/Vendors tree view, each partner is accompanied by a button “Approve” for approval. Additionally, there is a visual indicator showing whether the partner has been approved or not.
• This allows users to quickly identify the approval status of each partner directly from the list view.
  
  Furthermore, within the Action menu,
• Approve Button : Users have the option to reset multiple partners to the Draft stage to Approve stage.
  
  
• Approve Button : Users have the option to reset multiple partners to the Draft stage to Approve stage.
  
  
• Approve Button : Users have the option to reset multiple partners to the Draft stage to Approve stage.
  
  Set To Draft Button : Users have the option to reset multiple partners to the Approve stage to Draft stage.
  
  Warnings in the following scenarios:
• User error occurs when Confirming a Sale Order if the selected partner is not approved.
  
  User error occurs when confirming a Purchase Order if the selected partner is not approved.
  
  User error occurs when attempting to post an Invoice if the selected partner is not approved.
  
  User error occurs when Registering Payments if the selected partner is not approved.
  
  User error occurs when validating a Stock Picking if the selected partner is not approved.
  
  
  

Benefits of using the module

• Partner Approval Enforcement : Enforces partner approval for sales orders, purchase orders, stock pickings, and invoices. 
• Restriction Mechanism : Prevent confirmation or posting if the partner is not approved.
• Warning Notification : Raises a warning message if the selected partner is not approved.
  

Conclusion

With our zb_partner_approve  module installed, you can now seamlessly implement partner approval workflows, ensuring that only approved partners are engaged in transactions.

The partner approval module simplifies the process of managing partner relationships by providing greater control, compliance, and efficiency. It helps businesses approve trusted partners, reduce risks, and foster stronger relationships, ultimately contributing to the overall success of the organization.

https://apps.odoo.com/apps/modules/17.0/zb_partner_approve/