• Contact Approval
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  • About Module


    The contact approval module will allow you to approve or reject contacts, partners, vendors, customers, clients only by-Contact manager, Only approved contacts, partners, vendors, customers, clients can be used in Sale, Purchase, Invoices, CRM & Inventory, etc. When Contact create that will put it in the 'Under Approval' state by default and then after contact manager can move in approve or not approve state. The approved contact will appear in the whole odoo. This module gives the facility to the contact manager to select multiple contacts means mass approval or mass reject contacts.





    Features


    • 1) This module will allow you to approve or reject contacts only by the contact manager.
    • 2) Easily search or filter contact by state: Draft, Under Approval, Approved or Not Approved.
      Draft: When a normal contact makes it shows in the draft after creating a contact it moves in 'Under Approval' state by default.
      Under Approval: That means the contact still not approved by the contact manager, the contact can move in approve state means that contact can use in the whole odoo or can move in not approved state means that contact can not use in the whole odoo.
      Approved: Approved means the contact is approved by the contact manager.
      Not Approved: Not approved means the contact is not approved by the contact manager.
    • 3) The contact created it will show in the under approval state by default.
    • 4) The contact manager has multiple contact access in a single click.
      Mass Approve: This feature is useful for the contact manager to mass approve the contact.
      Mass Not Approve: This feature is useful for the contact manager to mass reject the contact.
    • 5) The contact manager can review and confirm the contact.
    • 6) No special configuration required, install it, use it.
    • 7) It reduces human efforts. and saves your important time.

    Versions


    • v13.0
    • v12.0
    • v11.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_contact_approval’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_contact_approval’.

    7) Click on ‘Install’ to install it.

    Workflow


    User Setting: Tick the "Contact Manager" group. if the checkbox is unticked then normal user cant perform 'Mass Approve' or 'Mass Not Approve'.

    In contacts, if the normal user selects any contacts and tries to perform 'Mass Approve' or 'Mass Not Approve' than it shows error.

    The error looks like below.

    User Setting: Tick the "Contact Manager" group.

    In contacts, you can see the under approval contact list.

    After clicking that contact manager can perform two actions,
    1) Mass Approve: The contact manager can select multiple contacts and do Mass Approve so that contacts can use in the whole odoo.
    2) Mass Not Approve: The contact manager can select multiple contacts and do Mass Not Approve so that contacts can not use in the whole odoo.

    Contact 1 is in the under approval state. You can see all states of the contact (Draft, Under Approval, Approved or Not Approved),
    1) Draft: When a normal user makes a contact it shows in the draft after creating a contact it moves in 'Under Approval' state by default.
    2) Under Approval: That means the contact still not approved by the contact manager, the contact can move in approve state means that contact can use in the whole odoo or can move in not approved state means that contact can not use in the whole odoo.
    3) Approved: Approved means the contact is approved by the contact manager.
    4) Not Approved: Not approved means the contact is not approved by the contact manager.

    After approved contact by contact manager that can use in sales order or quotations.

    The approved contact can be used in the purchase order or request for a quotation.

    Users can only use the approved contact in inventory, stock or warehouse.

    Only approved contacts will be shown in the invoice or credit note.

    In vendor bills or debit notes, the user gets only approved contact.

    Support

    You will get free support and assistance in case of any issues