$ 5.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 152 |
| Technical Name |
sim_customer_vendor_tracking |
| License | LGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 152 |
| Technical Name |
sim_customer_vendor_tracking |
| License | LGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
Customer and Vendor Tracking System
The Customer & Vendor Tracking module for Odoo enables businesses to efficiently monitor and manage interactions, activities, and transactional history related to both customers and vendors from a centralized interface. This app provides clear visibility into key records such as sales orders, purchase orders, invoices, payments, and related communications, helping users track the complete lifecycle of customer and vendor relationships. By consolidating all relevant information in one place, the module improves operational transparency, supports better decision-making, and enhances coordination across sales, purchase, and accounting teams.
Key Features
Unified Customer & Vendor History
View all related documents such as sales orders, purchase orders, invoices, and payments for customers and vendors in a single, centralized location.
Activity & Interaction Tracking
Track communications, follow-ups, and system activities linked to each customer or vendor to ensure better coordination and timely actions.
Improved Visibility & Decision Support
Gain clear insights into customer and vendor performance and transaction status, helping teams make informed operational and financial decisions.
Set Up
Install the Customer and Vendor Tracking System app from the Odoo App Store.
Go to Contacts >> Open a contact >> Navigate to Sales & Purchase tab
Select the checkbox for either Is Customer or Is Vendor.
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.
Frequently Asked Questions (FAQs)
Yes, the module is designed to track and manage records for both customers and vendors within the same interface.
The module allows tracking of related sales orders, purchase orders, invoices, payments, and associated activities.
Yes, the module is compatible with both Odoo Community and Enterprise editions.
GET YOUR CUSTOM DEMO
Copy Link : https://simbeez.com/contact/
OR
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