Customer/Vendor Rank | Is Customer and Is Vendor checkbox | Change Customer Rank and Supplier Rank | Customer and Vendor Option on Partner | Make Customer a Vendor | Make Vendor a Customer
by Axiom World https://axiomworld.net$ 11.90
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 122 |
| Technical Name |
customer_is_vendor |
| License | AGPL-3 |
| Website | https://axiomworld.net |
| Versions | 15.0 16.0 14.0 13.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 122 |
| Technical Name |
customer_is_vendor |
| License | AGPL-3 |
| Website | https://axiomworld.net |
| Versions | 15.0 16.0 14.0 13.0 |
Is Customer and Is Vendor checkbox
Is Customer and Is Vendor checkbox
This module enables you to change the Customer and Supplier Ranks using checkboxes to.
- Treat Customer as a Vendor
- Treat Vendor as a Customer
Description
Description
Option to treat a Partner both as a Customer and as a Vendor is an essential
feature in regular business processes, as both Sales and Purchase nature
Transactions may take place with the same Partner.
This feature is not available in Odoo Standard since version 13 and onwards which can be a hassle at
times. Having the fields is Customer, is Vendor available on the Contact/Partner
form makes life easier especially moving data in bulk.
This Module is developed to meet this basic and crucial requirement by adding the is Customer, is
Vendor fields on the Partner/Contact Form.
Standout Features
Standout Features
- No Configuration required. Just download and install.
- Works with both Enterprise and Community editions of Odoo.
- Instantly change the Supplier and Customer Rank by flagging simple checkboxes.
- Domain Applied on SO to show only the Customers.
- Domain Applied on PO to show only the Vendors.
- The domains applied ensures that the Customers are visible on the following forms;
- Customer Invoice
- Credit Notes
- Customer Payments
- The domains applied ensures that the Vendors are visible on the following forms;
- Bills
- Refunds
- Vendor Payments
Exploring the module: (How to)
Exploring the module: (How to)
- Download and Install the module.
- On Contact/Partner Form, under Sales & Purchase, Is A customer and Is A Vendor fields will appear as shown;
- When a customer is created, Is A Customer Checkbox will be flagged by default
- On SO, Invoice, Credit Notes and Customer Payments , only Customers will be shown for selection as shown below;
- When a vendor is created, Is A Vendor Checkbox will be flagged by default
- On PO, Bills, Refunds and Vendor Payments , only Vendors will be shown for selection. As shown below;
- To make a customer, a vendor, go to that customers form and tick the Is A Vendor box.
- As a result, that particular customer will be available in vendors list, PO, Bills, Refunds and Vendor Payments. As shown;
- To make a vendor, a customer, go to that vendors form and tick the Is A Customer Box.
- As a result, that particular vendor will be available in Customers list, SO, Invoice and Customer Payments as shown;
Suggested Products
Suggested Products
All Products
Odoo Services
Odoo Implementation
Odoo Customization
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