ODOO'S FUNCTIONS

Odoo's partner management system lacks the ability to differentiate between suppliers and customers, which often leads to confusion during Sales Order or Purchase Order creation.

CLUEDOO'S FUNCTIONS

Cluedoo's new feature provides a straightforward way to distinguish between suppliers and customers.

MODULE +

The module implements "Is a Supplier" and "Is a Customer" checkboxes within the contact form, users can now clearly designate the role of each contact. 

CLUEDOO RECOMMENDATIONS

This module should be installed and used on 100% of your databases.

For customer:

1

Go to Contact → Select desired contact.

In the "Sales & Purchase" tab, within the "Sales" section, you'll find a checkbox labeled "Is Customer." Check this box to classify the contact as a customer.

2

Once the primary contact is designated as "Is customer," all subsequent contacts associated with it will also be automatically marked as "Is customer."

3

Create an Quotation/Sales Order.

Only contacts marked as "Is customer" can be selected in the "Customer" field in Quotation/Sales Order.

For Supplier:

1

Also in Contact, within the "Purchase" section, you'll find a checkbox labeled "Is Supplier." Check this box to classify the contact as a supplier.

Notes: When the primary contact is designated as "Is supplier," all subsequent contacts associated with it will also be automatically marked as "Is supplier."

2

Create a RFQ/Purchase Order.

Only contacts marked as "Is supplier" can be selected as vendors.