Customer and Vendor Flags

Odoo tracks customer and vendor status through hidden ranks, which makes it hard to see or set who a partner is. This module adds Is A Customer and Is A Vendor checkboxes on the partner form and syncs the ranks. Sales, purchase, invoice and payment forms then filter their partner lists accordingly. It serves sales, purchasing and accounting users.

1. 1

   Flag the partner

   On the partner form tick Is A Customer and or Is A Vendor. Defaults are taken from the context when the partner is created from a sale or purchase screen.

   • is_customer
   • is_vendor
   • default_get from context
2. 2

   Update ranks

   Changing a flag updates customer rank or supplier rank accordingly. Unticking resets the rank so standard filters behave correctly.

   • change_vendor_rank
   • chang_cust_rank
3. 3

   Filter sales documents

   Sale order forms restrict the partner selector to customers. This avoids choosing vendors by mistake.

   • Domain on partner_id
   • Customers only
4. 4

   Filter purchase and invoices

   Purchase orders show vendors only and invoices adapt the partner list to the move type. The payment form updates partner type on change.

   • Vendor bills
   • Payment partner type

Back to version applications