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  1. APPS
  2. CRM
  3. Contact Separation v 17.0
  4. Sales Conditions FAQ

Contact Separation

by Ewetoye Ibrahim
Odoo

$ 58.56

v 17.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Employees (hr)
• Invoicing (account)
• Discuss (mail)
Lines of code 138
Technical Name contact_separation
LicenseOPL-1
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Employees (hr)
• Invoicing (account)
• Discuss (mail)
Lines of code 138
Technical Name contact_separation
LicenseOPL-1
  • Description
  • License
Ewetoye Ibrahim
Supported Editions:
Community
Enterprise

Features

Distinct Contact Types
Assign and manage contacts as Customers, Vendors, Customer-Vendors, or Employees.

Separate Menus and Filters
Easily access and filter contacts based on their type, improving navigation and management.

Manual Contact Type Assignment
Flexibly assign Customer or Vendor types to new or existing contacts.

Automatic Contact Type Assignment
Automatically assigns Customer-Vendor or Employee types based on transactions and employee records.

Improved Contact Identification Simplify and enhance contact management with clear distinctions between contact types.

About

By default, Odoo combines all contacts in the Contacts app, making it difficult to distinguish between various types such as employees, customers, and vendors. This module enhances contact identification by providing distinct menus and filters for customers, vendors, and employees, streamlining your contact management process.

How it Works

This module assigns contacts to one of the following contact types:

  1. Customer: Contacts that you sell to or raise invoices for. These can be accessed through the customer menu or filtered using the "Customer Contacts" filter. New or existing contacts can be assigned a Customer contact type from the contact form.
  2. Vendor: Contacts that you buy from or raise bills for. These can be accessed through the vendor menu or filtered using the "Vendor Contacts" filter. New or existing contacts can be assigned a Vendor contact type from the contact form.
  3. Customer-Vendor: Businesses may engage in two-way transactions with some partners, meaning they can sell products/services to a vendor or vice versa. These contacts can be viewed through both the customer and vendor views or filtered using the "Customer-Vendor Contacts" filter. This contact type is automatically set when a sale/invoice is made to a contact with a Vendor type, or when a purchase/bill is raised for a contact with a Customer type.
  4. Employee: Contacts related to employees are automatically assigned the Employee contact type and can be viewed through the employee menu or filtered using the "Employee Contacts" filter.
Notes:
  • New and existing contacts can be manually assigned either Customer or Vendor contact types.
  • Contacts cannot be manually assigned the Employee contact type; employees must be created from the Employee app.
  • The Customer-Vendor contact type is automatically assigned if a bill is raised for a customer or if an invoice is generated for a vendor after the last contact type update.
CONTACT FOR YOUR ERP NEEDS
(i.ewetoye@gmail.com)
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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