Partner Identification Numbers
by ChriCar Beteiligungs- und Beratungs- GmbH http://www.camptocamp.at, http://www.antiun.com , Antiun Ingeniería S.L. http://www.camptocamp.at, http://www.antiun.com
Odoo
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Social Network (mail) |
Technical Name |
chricar_partner_id_number |
License | AGPL-3 |
Website | http://www.camptocamp.at, http://www.antiun.com |
Versions | 8.0 |
Partner Identification Numbers
This module allows to manage all sort of identification numbers and certificates which are assigned to a partner and vary from country to country.
- Commercial register
- VAT ID (eventually)
- Fiscal ID's
- Membership numbers
- Driver license
- ...
Installation
Install this addon from Settings > Local Modules, as usual.
Configuration
Configure all ID types you need in Sales > Configuration > Address Book > Partner ID Categories. For example, we create a category 'Driver License':
- Name : Name of this ID type. For example, 'Driver License'
- Code : Code, abbreviation or acronym of this ID type. For example, 'driver_license'
Usage
In partner form you will see another tab called 'ID Numbers'. You can add any IDs to this partner, defining:
- Category : ID type defined in configuration. For example, Driver License
- ID Number : The ID itself. For example, Driver License number of this person
- Issued by : Another partner, who issued this ID. For example, Traffic National Institution
- Valid from : Issued date. For example, date when person approved his driving exam, 21/10/2009
- Valid until : Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
- Notes : Any further information related with this ID. For example, vehicle types this person can drive
Known issues / Roadmap
If you want to search a partner by ID you will use advance search form. You can't search by issuer, valid dates, category or notes.
Credits
Contributors
- Antonio Espinosa <antonioea@antiun.com>
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