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  1. APPS
  2. CRM
  3. Customer and Vendor Tracking System in Odoo v 19.0
  4. Sales Conditions FAQ

Customer and Vendor Tracking System in Odoo

by SimBeez IT Solutions LLP https://simbeez.com/
Odoo

$ 5.00

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
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
LicenseLGPL-3
Websitehttps://simbeez.com/
Versions 18.0 19.0
You bought this module and need support? Click here!
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
LicenseLGPL-3
Websitehttps://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.

configuration_icon Key Features
configuration_icon Setup
configuration_icon Workflow

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)

Does this module support both customers and vendors?

Yes, the module is designed to track and manage records for both customers and vendors within the same interface.

Which documents can be tracked using this module?

The module allows tracking of related sales orders, purchase orders, invoices, payments, and associated activities.

Is this module compatible with Odoo Community and Enterprise editions?

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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info@simbeez.com

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