| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 154 |
| Technical Name |
apex_pos_default_customer_filter |
| License | OPL-1 |
| Versions | 17.0 18.0 19.0 |
POS Default Customer
Filter & Auto Parenting
Control the POS customer list by selecting one Default Customer. The POS will show only this default customer and its child contacts. When a cashier creates a new customer from inside POS, the new contact is automatically created under the configured default customer.
Configured per POS
Parent + Child Contacts
Created Under Default
What each screenshot explains
These screenshots explain the full POS customer control flow: configure the default customer, show only related customers in POS, create a new customer from POS, then confirm the new customer is automatically created under the default customer.
Set Default Customer in POS Settings
The administrator selects the default customer that will control the visible customer tree inside POS.
Default Customer Has Child Contacts
Contacts created under the default customer become allowed contacts inside the POS customer screen.
Only Related Customers Appear in POS
The POS customer list shows only the default customer and contacts under it. Unrelated customers are hidden.
Create New Customer Inside POS
Cashiers can create a new customer from the POS customer form without leaving the POS interface.
New Customer Becomes Child Contact
After saving the new POS customer, it is automatically linked under the configured default customer.
Show only the default customer and contacts under it
The module is designed for businesses that want cashiers to sell under a specific customer tree. After selecting a Default Customer, the POS customer list displays only that customer and contacts created under it. This prevents cashiers from browsing or selecting unrelated customers.
- OK POS Settings Configuration
- OK Parent / Child Contact Flow
- OK POS Frontend Filtering
- NO No Accounting Logic Change
Better customer control inside Point of Sale
The app combines backend partner loading restrictions with frontend POS customer filtering and automatic parent assignment when new contacts are created inside POS.
Default Customer Field
Adds a Default Customer option in POS settings/configuration to control the available customer tree.
Only Related Contacts
Shows the selected default customer and contacts below it, such as child contacts and subcontacts.
Filtered Customer Screen
The POS customer selector displays only allowed customers, not the full Odoo contact list.
New Contact from POS
Cashiers can create a new customer from inside POS, and the system links it under the default customer.
Automatic Parent Assignment
The new POS-created customer automatically appears as a child contact under the selected default customer.
No Posting Impact
Does not change POS payments, invoices, stock moves, accounting entries, taxes, or journal posting.
Configure the Default Customer
Go to POS settings and choose the Default Customer. In this example, the default customer is Administrator.
Default Customer Configuration
The selected customer becomes the root customer for the POS customer filter.
Add contacts under the Default Customer
Only contacts related to the configured default customer will appear inside POS. In this example, Mohammed is a child contact under Administrator.
Customer Hierarchy
The default customer can have child contacts, and these child contacts become available in the POS customer selector.
POS shows only the related customers
Inside POS, the customer list is restricted. It shows only the selected Default Customer and its child contacts. Unrelated Odoo contacts are hidden from the POS customer screen.
Only Default Customer and Child Contacts Appear
The POS customer list displays Administrator and Mohammed because Mohammed is under Administrator.
Create a customer in POS and auto-link it under the Default Customer
When a cashier creates a customer from inside POS, the app automatically sets the new customer as a child contact of the configured default customer.
Create New POS Customer
The cashier creates a new customer, for example Ahmed, from inside the POS customer screen.
New Contact Added Under Administrator
After creation, Ahmed is automatically added as a child contact under the default customer.
End-to-end POS customer control flow
Configure
Select the Default Customer in POS settings.
Prepare
Add contacts under the default customer.
Open POS
Start the POS session normally.
Filter
POS shows only allowed customer tree.
Create
Cashier creates a new POS customer.
Link
New customer is linked under default customer.
What the app changes
The module is focused on POS customer loading, customer screen filtering, default customer assignment, and automatic parent assignment for new POS-created customers.
| POS Configuration | Adds a Default Customer field on the POS configuration. |
|---|---|
| Settings Integration | Adds a related setting field so the Default Customer can be managed from POS settings. |
| Backend Partner Loading | Uses a customer hierarchy domain so POS loads only the default customer and contacts below it. |
| Frontend Partner Screen | Filters the POS customer list so unrelated customers are not displayed to cashiers. |
| Create from POS | When a new customer is created from POS, it is automatically assigned under the configured default customer. |
| Accounting Impact | No change to payments, taxes, invoices, stock moves, accounting entries, or POS posting. |
| Uninstall Safety | Uninstalling restores normal POS customer loading and customer selection behavior. |
Install, configure, and validate the customer flow
After installing the module, configure the default customer, add child contacts, then start a POS session and verify that only the allowed customer tree appears.
Install
Copy the module, restart Odoo, update apps, and install it.
Configure
Set the Default Customer from POS settings/configuration.
Prepare Contacts
Add child contacts below the selected default customer.
Test POS
Open POS, check customers, create new contact, and confirm parent.
Changelog
Stay up to date with the latest app release information.
- Added POS settings field for easy configuration.
- Added backend customer loading restriction using default customer hierarchy.
- Added POS frontend customer list filter.
- Added automatic customer parent assignment for new customers created from POS.
- Kept POS accounting, payment, invoice, stock, and posting flows unchanged.
POS Default Customer Filter
Controlled POS customer visibility, default customer filtering, and automatic child contact creation for Odoo Point of Sale. For implementation support, customization, bug fixes, or technical assistance, contact Apex Development.
Send us your request
Use email for installation support, technical issues, custom POS customer filters, parent/child contact logic, and Odoo version compatibility questions.
Scan QR or open WhatsApp
Use WhatsApp for quick questions, demos, setup support, and fast communication with Apex Development.
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