Customer and Vendor Approval
A new customer or vendor has to be approved by an authorised user before it can be used for
real business. Quotations, requests for quotation and draft invoices stay free; confirming a
sales order, a purchase order, an invoice or a bill is refused until the contact is approved.
Every step is kept in an approval history.
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Key Features
✔ Separate customer approval and vendor approval
A contact is approved as a customer, as a vendor, or both. Each role has its own approvers.
✔ Checked on the server
Sales orders, purchase orders, customer invoices and vendor bills cannot be confirmed for a
contact that is not approved, whatever the screen, import or API used.
✔ Request, approve, refuse with a reason
Any user requests the approval from the contact, from a selection or from the draft invoice.
Approvers approve in one click or refuse with a reason. An approval can be withdrawn later.
✔ Approval queue and history
Contacts > Approvals lists what is waiting, with approve buttons in the rows, and every
request, approval, refusal and re-approval with user, date and reason.
✔ Approve again after key changes
When the Tax ID or a bank account of an approved contact is changed by a user who is not an
approver, the approval goes back to the queue.
✔ Four-eyes approval
Optionally, the user who requested the approval or created the contact cannot approve it.
✔ Notifications
Approvers are notified of each request and the requester of the decision.
✔ Settings per company
Choose per company which documents need an approved contact.
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Benefits
- No order, invoice or payment for a customer or vendor nobody checked
- Protection against fake vendors and changed bank details
- Sales and purchasing keep working: quotations and drafts are never stopped
- Contacts that exist at installation are approved automatically, so nothing stops on day one
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Ideal For
- Companies with a customer onboarding or credit check step
- Finance teams that must validate vendors before the first purchase order or bill
- Groups that need a trace of who approved which business partner
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Technical Highlights
- Depends on Invoicing and Contacts only; the checks on sales orders and purchase orders
switch on by themselves when the Sales or Purchase app is installed
- The approval belongs to the company; its contacts and addresses follow it
- Documents created by the system itself (online payments, point of sale, scheduled jobs)
are not stopped
- Community and Enterprise; fully translatable
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Supported Odoo Versions
- Odoo 19
- Odoo 20
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Keywords
customer approval odoo, vendor approval, supplier approval, partner approval workflow,
contact approval, approve new customer before sales order, approve vendor before purchase
order, block invoice for unapproved customer, vendor validation, vendor onboarding, customer
onboarding, vendor bank account change approval, four eyes approval