ODOO'S FUNCTIONS

Odoo does not distinguish between qualified and unqualified partners.

CLUEDOO'S FUNCTIONS

Cluedoo offers a suite of qualification modules that enable the following action: you can qualify a partner based on your defined criteria for qualification. Subsequently, you have the option to restrict access to specific features (ie: sales orders, purchase orders, or invoices) exclusively to qualified partners. This ensures that accurate information is in place before any commitment is made.

MODULE +

With this module, you can effortlessly split the prospect database, typically containing partial information about third parties, from the partner database. The partner database is reserved for those with whom you have contracts, orders, transactions, and payments, necessitating more accurate and detailed information. Additionally, you have the flexibility to designate mandatory information and determine the amount of restrictions you want to impose with the concept of a qualified partner.

CLUEDOO RECOMMENDATION

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