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Res Partner Membership

by
Odoo
v 17.0 Third Party 79
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 125
Technical Name res_partner_membership
LicenseOPL-1
Websitehttps://sodexis.com/
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 125
Technical Name res_partner_membership
LicenseOPL-1
Websitehttps://sodexis.com/

Res Partner Membership

Description

This module helps to configure Membership and manage Pricelist, Woo Membership on the partners based on the Membership. It also add a horizontal Ribbon on the Contact and its SO about the Membership.

Configuration

After installing the Res Partner Membership application, the feature will be enabled.

Go to Settings - - > Users & Companies - - > Users.

Click on the Admin user where the “ Can Create Membership ” boolean group is added under the access rights of the user.

Functionality

When the “ Can Create Membership ” boolean is enabled, a new field “Membership” is added in the contact form where we can select the type of Membership as shown below.

Upon selecting the Membership type, a green ribbon appears on top of the contact form with the selected membership name.

We can create a new Membership by selecting “New” and can select the “Pricelist” and “Woo Membership Name”.

After selecting the required Membership, create a sale order for the Membership contact where the Pricelist and the Green ribbon with the Membership name will be propagated from the contact form.

When the “ Can Create Membership ” boolean is disabled, we will not be able  to create a new membership, as the " New " button will be invisible.

Credits

Contributors

This module is maintained by Sodexis.

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
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LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
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