Invoice Qualified Partner

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Version: V12
Environment: Enterprise


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Invoice qualified Partner

Invoice qualified Partner

Falinwa Limited

Story behind the features

Odoo behavior : Odoo does not make any difference between qualified and unqualified partner.

Falinwa behavior : Falinwa standard proposes a suite of qualification modules in order to make following action: you can Qualify a partner (fal_partner_qualification) based on your own definition about required fields to be qualified (fal_dynamic_qualification), then you can decide to restrict the access to some feature (sales order [fal_sale_approval_qualifed_partner], purchase order[fal_purchase_approval_qualifed_partner], invoice [fal_invoice_qualifed_partner],) only to qualified partner in order to be sure that you correct information before any commitment.

Module + : thanks to this module, you easily split the prospect database - usually with partial information about the 3rd parties - from the partner database with who you have contracts, order, transaction and payment which requires much more accurate and detailed info. Moreover, you have the flexibility to define what is mandatory and to define what is the level of restriction you want to put with this notion of qualified partner.

Falinwa recommendation :

  • Installation: recommended for all the companies with more than 10 users within the 6 months after GoLive.
  • Recommendation / Best practice: at the beginning, do not put too many mandatory fields in order to avoid to lock the users. Step by step, add more required fields - based on your needs - in order to improve the quality of your partner database.

How to use this module

User: Admin (with User: Admin and contact qualificator access)

Step 1 : Go to Contacts, Ready Mat is unqualified partner

User: Billing (with User: Billing)

Step 2 : Go to Invoicing> Customers > Invoices. Create invoices, select unqualified customer, and add a product. Click Validate
Step 3 : After click validate, it displays warning.
Step 4 : If user clicks Qualify Partner and Retry Validate button, the invoice will change directly to open

User: Admin (with User: Admin and contact qualificator access)

Step 5 : Go to Contacts, Gemini Furniture is unqualified partner

User: Billing (with User: Billing)

Step 6 : Go to Invoicing> Vendors > Vendor Bills. Create vendor bills, select unqualified vendor, and add a product. Click Validate
Step 7 : After click validate, it displays warning.
Step 8 : If user clicks Qualify Partner and Retry Validate button, the bill will change directly to open