| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 69 |
| Technical Name |
eg_customer_vendor_fields |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
Customer or Vendor Fields
The Customer or Vendor Fields module enhances contact management in Odoo by reintroducing the ability to clearly distinguish between customers and vendors using dedicated boolean fields. While this functionality was available in earlier Odoo versions, it was removed in later releases this module restores it with a simple and intuitive approach.
Features
Customer & Vendor Identification Fields
This module adds clear boolean options Is Customer and Is Vendor directly within the contact form, allowing users to classify each contact accurately. This eliminates ambiguity when managing large contact databases and ensures that every contact is assigned a proper business role.
Smart Filtering in Sales and Purchase Workflows
Contacts are automatically filtered based on their assigned role, ensuring that only relevant records appear in specific workflows. For example, only contacts marked as customers are available in sales orders and quotations, while vendor-marked contacts are available in purchase-related processes.
Screenshot
1.) Contacts View
Easily classify contacts by marking them as customers or vendors using dedicated checkboxes within the contact form.
2.) Customers View
A refined customer list within the Sales module highlights only those contacts marked as customers.
3.) Quotations View
When creating quotations or sales orders, only contacts identified as customers are available for selection.
4.) Purchase Vendors View
The Purchase module presents a clean vendor list that includes only contacts marked as vendors.
5.) Request for Quotation View
During RFQ and purchase order creation, vendor selection is restricted to contacts flagged as vendors.
User Guide
Teams
team@inkerp.com
Suggested Products
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 69 |
| Technical Name |
eg_customer_vendor_fields |
| License | OPL-1 |
| Website | https://www.inkerp.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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