Overview
A powerful module that helps you organize and filter your partners effectively. Automatically categorize partners as customers, suppliers, or both, and filter them throughout your Odoo system for optimal management.
Key Features
Partner Type Selection
Add a selection field to categorize partners as Customer, Supplier, or both. The selection is automatic based on invoicing history.
Smart Filtering
Built-in search filters allow you to quickly find customers, suppliers, or business partners. Internal users are automatically excluded from partner lists.
Dedicated Menus
New menu items for Customers and Suppliers in the Contacts menu for faster navigation and better organization.
Automatic Context Filtering
Partners are automatically filtered based on context:
- Sales Orders & Quotations: Only customers appear
- Purchase Orders: Only suppliers appear
- Customer Invoices: Only customers appear
- Supplier Bills: Only suppliers appear
Multilingual Support
Full support for English and French languages, with easy extensibility for additional languages.
Benefits
Technical Information
- Compatible with Odoo 19 Community Edition
- Automatic migration of existing partners on installation
- Synchronization with customer_rank and supplier_rank fields
- Clean and maintainable code structure
- No external dependencies required
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