| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 137 |
| Technical Name |
rcs_customer_vendor_tracking |
| License | LGPL-3 |
| Website | https://www.reliution.com/ |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 137 |
| Technical Name |
rcs_customer_vendor_tracking |
| License | LGPL-3 |
| Website | https://www.reliution.com/ |
| Versions | 17.0 18.0 19.0 |
Customer and Vendor Tracking System in Odoo | Smart Contact Filtering for Sales, Purchase, and Invoicing
The Customer and Vendor Tracking System in Odoo is a powerful
contact filtration solution built to clearly
bifurcate both customers and vendors
across your Odoo database. It eliminates confusion in contact selection by displaying only the relevant
contact types-
customers in sales, vendors in purchases ,and cleanly separated
records in invoicing.
Whether you're looking for a customer tracking system, a vendor tracking system ,
or a centralized way to manage client database software , this
module ensures precise, role - based contact visibility that enhances your entire workflow.
It acts as a robust b2b customer data platform , allowing smart
filtering and organized customer/vendor segregation inside Odoo.
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Video Tutorial
Hot Features
Accurate Customer/Vendor Selection:
Only contacts marked as Is Customer appear in sales workflows, and only Is Vendor contacts appear in purchase workflows.
Smart Bifurcation in Invoicing:
All invoicing records and fields now cleanly separate customer and vendor data, eliminating confusion and enhancing accuracy.
Enhanced Contact Management:
Use a simple checkbox inside contact records to assign roles: Is Customer or Is Vendor.
System-Wide Filtering:
Applies across Sales, Purchase, and Invoicing modules for seamless role-based contact handling.
Group by in contact module:
Efficiently adds 'Group By' in Contacts based on 'Is Customer' and 'Is Vendor'.
Detailed Features
- Sales (Sales Order, Quotations)
- Purchase (RFQs, Purchase Orders)
- Invoicing (Customer Invoices, Vendor Bills)
Set Up:
Download & install the app from Odoo App Store.
Go to Contacts >> Open a contact >> Navigate to Sales & Purchase tab
Select the checkbox for either Is Customer or Is Vendor.
You're now ready to use the smart filters inside:
- Sales >> Orders
- Purchase >> Orders/RFQs
- Invoicing >> Customer Invoices/Vendor Bills
Work Flow
Open the Sales, Purchase, or Invoicing module. For now we will open Sales module.
You will now only see relevant contacts in each dropdown - customers and vendors are fully bifurcated.
This creates a clean, structured customer and vendor database system perfect for growing businesses.
If you're looking for the best customer database software for small business a clean customer information database software experience, or a customer database management software tool that keeps both customer and vendor records cleanly separated, this module is built for you.
Say goodbye to cluttered contact dropdowns - and hello to clean, role-based precision.
Industry - Specific Use Cases
Manage customer database software and Customer Info effectively.
Retailers can maintain clear separation between vendors and customers records in sales and purchase workflows.
A robust solution for firms relying on customer database platforms and customer data management software
Supports smart role filtering inside a b2b customer data platform environment.
Use as a customer tracking software or customer database system to distinguish between clients and software suppliers during billing and procurement cycles.
Ensures accurate contact classification-keep vendor entries clean for medicine purchases and maintain customer data softwarefor clinics or pharmacies.
Eliminate dropdown clutter in invoicing and manage both customer and vendor data with a reliable customer data management tool
Frequently Asked Questions (FAQs)
Yes. The app intelligently filters customer field entries in Sales and vendor field entries in Purchase, based on your contact settings.
Absolutely. This module works as a lightweight customer database software or customer info management system right inside Odoo.
Yes. All invoice software views and fields in Odoo's Invoicing app will follow the bifurcation between customers and vendors for cleaner data entry.
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