- Filter by "Approval Status" of Partners (Customers / Suppliers) - Potential, Pending, Approved, Rejected.
- Allows to validate the Vendor or Customer before using anywhere in the ERP.
- Normal User can only create Potential Partners and request for Approval.
- On each status of Vendor or Customer, Emails are sent with link to appropriate users.
- User can click the link from email and jump to ERP , after login you can see the partner and then approve or reject it.
- Emails for Approved and Rejected Partners are being sent to the appropriate users in the ERP.
- You can send the quotation for unapproved customer.
- You can send the RFQ for unapproved vendor.
- You can not pass journal entry for unapproved partners.
Assign "Approve Partners" group in Setting > Uses & Companies > Users.
So now we will create a new Customer and see the flow.
Email sent to Approval Managers for requesting approval.
Email sent to owner of contact once it is approved by Approval Manager.