Overview

The Contact Role Manager module enhances the standard Odoo Contacts app by introducing two essential classification checkboxes: Is a Customer and Is a Vendor. These fields indicate a partner’s role, ensure accurate filtering inside Sales & Purchase workflows, and help users instantly identify how a contact is used in the system.

The module also auto-assigns these tags depending on where the new contact is created, ensuring correct classification from day one without manual intervention.

Step-By-Step Usage Guide

1. Install the Module
   Go to Apps → Update Apps List → Install Contact Role Manager.
   No setup required — the fields appear immediately inside Contacts.
2. Open Any Contact
   You will now see the two new fields:
   • Is a Customer
   • Is a Vendor

3. Sales Order — Customer Filtering
   When creating a Sales Order, the Customer field shows only partners where Is a Customer = True.

4. Purchase Order — Vendor Filtering
   When creating a Purchase Order, the Vendor field shows only partners where Is a Vendor = True.
5. Automatic Role Detection
   When a contact is created from:
   • Sales / Invoices → Is a Customer = TRUE
   • Purchase Orders → Is a Vendor = TRUE

Key Features

• Adds 2 partner roles — Is Customer & Is Vendor
• Improves partner segmentation and visibility
• Auto-tags based on creation source
• Filters: Customer, Vendor, Invoice customer selections
• Reduces clutter in dropdown partner lists
• Zero configuration required
• Compatible with Odoo CE & EE