Invoice Qualified Partner
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The story behind the features
why do we need to use?
ODOO BEHAVIOR: Odoo does not make any difference between qualified and unqualified partner.
CLUEDOO BEHAVIOR: Falinwa standard proposes a suite of qualification modules in order to make the following action: you can qualify a partner based on your own definition about required fields to be qualified, then you can decide to restrict the access to some features (for example, sale order, purchase order or invoice) only to qualified partner in order to be sure that you have the correct information before any commitment.
Thanks to this module, you can easily split the prospect database - usually with partial information about the 3rd parties - from the partner database with whom 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 a qualified partner.
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 Admin and contact qualification access)
Go to Contacts, Ready Mat is an unqualified partner.
User: Billing (With User Billing)
Go to Invoicing -> Customers-> Invoices.
Create invoices, select unqualified customers, and add a product. Click Validate
After click validate, it displays the warning.
If the user clicks Qualify Partner and Retry Validate button, the invoice will change directly to open.
How to use this module
User: Admin (with User: Admin and contact qualificator access)
Step 1 : Go to Contacts, Ready Mat is an unqualified partner