Customer and Vendor Flags

In a shared contact list it is easy to pick a customer on a purchase order or a vendor on an invoice. This module adds Is a Customer and Is a Vendor flags to the partner form and uses them as domains on documents. Sales orders, purchase orders, invoices and payments then offer only suitable contacts. Sales, purchasing and accounting users benefit. It plugs into Sales, Purchase and Invoicing.

1. 1

   Flag the contact

   On the contact form the user ticks Is a Customer, Is a Vendor or both. The flags are stored on the partner. They are also linked to the customer and supplier ranks.

   • Field: Is A Customer
   • Field: Is A Vendor
   • Saved on partner
2. 2

   Sales orders show customers only

   On a sales order the customer field is limited to partners with a customer rank. Vendors-only contacts no longer appear. This avoids selling to the wrong contact.

   • Model: sale.order
   • Domain by customer rank
   • No vendor-only contacts
3. 3

   Purchase orders show vendors only

   On a purchase order the vendor field is limited to partners with a supplier rank. Customers-only contacts stay out of the list. Buyers choose faster and safer.

   • Model: purchase.order
   • Domain by supplier rank
   • Cleaner selection
4. 4

   Invoices follow the document type

   Customer invoices and credit notes offer customers, and vendor bills offer vendors. The domain is chosen from the invoice type. Journal entries stay unrestricted.

   • Model: account.move
   • Domain by move type
   • Entries unrestricted
5. 5

   Payments follow the partner type

   On a payment, choosing Customer or Vendor changes the allowed partners. The onchange sets a domain by rank. Users cannot pay the wrong type of contact.

   • Model: account.payment
   • Onchange on partner type
   • Domain by rank
6. 6

   Cross-check on the partner form

   The partner form uses the flags to show related lists, for example vendors that are also customers. This helps when a contact plays both roles. Reports become easier to read.

   • Customer and vendor together
   • Related lists
   • Clearer reports

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