Stop transacting with unverified partners
Partner Approval Workflow gates every new customer and vendor behind a centralized, auditable approval queue — so finance, procurement, and compliance teams control who becomes transactable in Odoo.
The problem
Any user with contact-creation rights can add a new customer or vendor and immediately raise invoices, cut purchase orders, or book deliveries against it — with no check that the entity is legitimate, its tax and banking details are correct, or a duplicate record does not already exist. The fallout lands on finance and compliance teams who cannot control who creates the records: misdirected billing, payments to unverified vendors, fragmented reporting, and audit findings in regulated industries.
The solution
Partner Approval Workflow adds a draft-until-approved gate to every customer and vendor. Requests route through configurable, risk-based approval stages, get checked for missing data and duplicates, and stay locked out of sales orders, purchase orders, and invoices until a designated approver signs off — with a complete audit trail behind every decision.
Everything a compliance-grade approval gate needs
Every capability below is implemented in the module.
Centralized Approval Queue
One dashboard lists every pending, approved, and rejected request with list, kanban, graph, and pivot views — no more hunting through individual partner records or an inbox.
One-Click Approve or Reject
Approvers act directly inside Odoo. Rejections require a written reason that is fed back to the requester, so nothing gets stuck without an explanation.
Multi-Level Routing
Requests move through sequential approval stages — for example Manager Review then Finance Review — so no single approver is a bottleneck for every decision.
Risk-Based Escalation
High-risk or high-value partners automatically escalate to a senior approval stage, based on configurable amount and risk thresholds.
Data-Quality Checks
Before a request can be submitted, the module checks for missing tax ID, address, email, or vendor bank details and lists exactly what needs fixing.
Duplicate Detection
Matching tax ID, email, or name against existing partners surfaces likely duplicates on the request, with an optional setting to block submission outright.
Bulk Approve and Reject
Select multiple pending requests from the queue and approve or reject them in one action — built for imported rosters and mass onboarding.
Full Audit Trail
Every submission, approval, rejection, and reset is logged with who, when, and why, plus a per-stage routing history ready for an audit.
Transaction Gating
Sales orders, purchase orders, and invoices display a clear warning and block confirmation while the partner is not yet approved.
How it works
Request approval
A user submits a new or updated partner for approval directly from the partner form.
Automatic routing
The request is checked for data quality and duplicates, then routed to the applicable approval stage based on partner type, risk, and value.
Review and decide
Approvers review the request in the queue and approve or reject it with a mandatory comment, advancing multi-stage requests automatically.
Partner activated
Once approved, the partner becomes usable on sales orders, purchase orders, and invoices, and the requester is notified of the outcome.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Odoo's Approvals module is a generic request tool that is not partner-aware. Partner Approval Workflow is purpose-built for customer and vendor vetting, with a dedicated queue, risk-based routing, and gating on sales, purchase, and invoice documents.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Partner Approval Workflow
Gate every new customer and vendor behind a centralized partner approval workflow with multi-level routing, risk-based escalation, and data-quality validation.
Buy on Odoo App Store