Why this module is essential
Why this module is essential
In everyday business operations, transactions flow in both directions. You may purchase raw materials from a vendor and simultaneously sell finished products to them.
Managing dual-purpose partners became a challenge since Odoo version 13, as standard configurations masked the manual modification of Customer and Supplier Ranks. This module reintroduces simple 'Is a Customer' and 'Is a Vendor' checkboxes straight into the contact card layout.
Customer & Vendor Checkboxes
Customer & Vendor Checkboxes
Dual-Role Partner Management
Dual-Role Partner Management
One-Click Customer/Vendor Conversion
One-Click Customer/Vendor Conversion
Accurate Sales & Purchase Filtering
Accurate Sales & Purchase Filtering
Bulk Import & Migration Friendly
Bulk Import & Migration Friendly
Standout Features
Standout Features
Simple functionality engineered to protect operational speed and filter accuracy.
Zero Config
Just click download and install. The logic configures itself within standard apps immediately.
Clean Form UI
Instantly alter Supplier and Customer rankings using basic, native-looking checkboxes.
SO Filtering
Custom domains are intelligently applied on Sales Orders to explicitly isolate designated customers.
PO Filtering
Enforces dedicated domain logic across purchase routes to limit selection pools to designated vendors.
System Domain Visibility Enforcements
System Domain Visibility Enforcements
Sales & Customer Forms
When the Is A Customer checkbox flag is active, partners seamlessly map inside targeted sales pathways, specifically restricting menus to:
Customer Invoices- Credit Notes
- Customer Payments
Customer Invoices
Purchasing & Vendor Forms
When the Is A Vendor checkbox flag is active, partners get isolated into purchasing registries, systematically making them selectable in:
- Vendor Bills
- Supplier Refunds
- Vendor Payments
Functional Walkthrough
Functional Walkthrough
Need Custom Odoo Adjustments?
Get enterprise grade configurations, third-party support, and specialized integrations.
Need Custom Odoo Adjustments?
Get enterprise grade configurations, third-party support, and specialized integrations.
Exploring the Module
Exploring the Module
Install the module and open a Contact record. The Is A Customer and Is A Vendor fields are available under Sales & Purchase.
The Is A Customer checkbox is selected automatically for new customers.
Only customers are available in Sales Orders, Invoices, Credit Notes, and Customer Payments.
The Is A Vendor checkbox is selected automatically for new vendors.
Only vendors are available in Purchase Orders, Bills, Refunds, and Vendor Payments.
Enable the Is A Vendor checkbox on the customer record.
The contact becomes available in all vendor-related transactions.
Enable the Is A Customer checkbox on the vendor record.
The contact becomes available in all customer-related transactions.
Install the module and open a Contact record. The Is A Customer and Is A Vendor fields are available under Sales & Purchase.
The Is A Customer checkbox is selected automatically for new customers.
Only customers are available in Sales Orders, Invoices, Credit Notes, and Customer Payments.
The Is A Vendor checkbox is selected automatically for new vendors.
Only vendors are available in Purchase Orders, Bills, Refunds, and Vendor Payments.
Enable the Is A Vendor checkbox on the customer record.
The contact becomes available in all vendor-related transactions.
Enable the Is A Customer checkbox on the vendor record.
The contact becomes available in all customer-related transactions.
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