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All contacts Mass Approval
The All Contacts Mass Approval module for Odoo streamlines the process of managing contact records by introducing a structured approval workflow. It ensures that every contact is reviewed before becoming active, helping businesses maintain accurate and reliable data. With features like mass approval, role-based access control, and seamless integration with core modules such as Sales, Purchases, and Inventory, this module enhances operational efficiency while enforcing better data governance and control.
Features
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Features
Mass Approval & Rejection
Every newly created contact is automatically placed in an “Under Approval” state, ensuring that no record is used prematurely. This structured workflow enforces a validation step before contacts become active across the system.
Automated Approval Workflow
Every newly created contact is automatically placed in an Under Approval state, ensuring that no record is used prematurely. This structured workflow enforces a validation step before contacts become active across the system.
Role-Based Permission Control
The module restricts approval and rejection actions to authorized users, typically designated as Contacts Managers. This ensures that only responsible personnel can validate and activate records.
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1.) User Settings Configuration
Access to approval functionality begins with enabling the appropriate permissions in user settings. Assigning the Contacts Manager role ensures that users can manage approvals effectively and access all related features.
Navigation : Settings → Users & Companies → Users
2.) Attempting Mass Approval Without Permission
Trying to perform mass approval directly from contacts without proper access highlights the importance of activating the Contacts Manager role first.
Navigation : Contacts → Action → Mass Approve or Mass Not Approve
3.) Error Notification for Unauthorized Actions
Clear error messages guide users when approval actions are attempted without proper configuration. This helps avoid confusion and directs users toward enabling the necessary permissions.
4.) Contacts Manager Activation
Proper setup of user roles unlocks the full functionality of the module. Once configured, users gain access to approval tools and can manage contacts efficiently.
Navigation : Settings → Users & Companies → Users
5.) Viewing Contacts Under Approval
A dedicated view organizes all contacts awaiting approval, making it easy to review pending records.
6.) Mass Approval and Rejection Process
Contacts can be selected in bulk and approved or rejected in a single action. Approved contacts become available across business modules, while rejected ones are excluded from operational use, ensuring clean data flow.
7.) Contact Status Management
Each contact progresses through clear states such as Draft, Under Approval, Approved, and Not Approved.
8.) Approved Contacts in Sales
Only validated contacts are accessible within the Sales module, ensuring that transactions are conducted with verified and reliable data.
Navigation : Sales → Contacts
9.) Approved Contacts in Purchases
The Purchases module reflects only approved contacts, helping maintain accuracy in vendor-related operations and procurement workflows.
Navigation : Purchases → Contacts
10.) Approved Contacts in Inventory
Inventory operations benefit from clean and approved contact data, ensuring that all logistics and stock-related processes rely on verified records.
Navigation : Inventory → Contacts
User Guide
