$ 11.23
| Required Apps |
•
Contacts (contacts)
• Discuss (mail) |
| Technical Name |
customer_approval_workflow
|
| License | OPL-1 |
| Technical Name |
customer_approval_workflow
|
| License | OPL-1 |
Introduction
The Customer Approval Workflow module for Odoo introduces a structured process to manage and validate customer records within your CRM system. By implementing this workflow, businesses can ensure that only approved contacts are utilized in quotations, opportunities, and other critical sales processes. This module enhances data integrity, reduces errors, and streamlines the customer onboarding process, providing a more organized and efficient approach to contact management.
Key Features
Approval States for Contacts: Assign approval statuses such as "New" and "Approved" to customer records.
Workflow Enforcement: Restrict the use of unapproved contacts in sales documents like quotations and opportunities.
Customizable Approval Process: Define specific criteria and steps for approving customer records.
Integration with Odoo CRM: Seamlessly integrates with Odoo's CRM module to enforce approval workflows.
Audit Trail: Maintain a history of approval actions for compliance and tracking purposes.
Benefits
Enhanced Data Integrity: Ensure that only validated contacts are used in critical sales processes.
Streamlined Sales Operations: Reduce errors and confusion by enforcing a clear approval process for customer records.
Improved Compliance: Maintain a structured approach to contact management, aiding in regulatory compliance.
Increased Efficiency: Automate the approval workflow to save time and resources in managing customer records.
Better Reporting and Analysis: Utilize approved contacts for more accurate sales reporting and analysis.
Compatibility & Technical Details
Required Modules:
Contacts (contacts)
Discuss (mail)
License: Odoo Proprietary License v1.0
Technical Name: customer_approval_workflow
Installation Steps:
Ensure that the required modules are installed and configured in your Odoo instance.
Download and install the Customer Approval Workflow module.
Configure the approval states and workflow settings as per your business requirements.
Begin utilizing the approval process for new customer records to maintain data integrity.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.