There is no facility to separate Customer and Vendor on Partner/Contact from Odoo13. Previous Odoo version has field as 'Is Customer' and 'Is Vendor' to separate it from Contact/Partner. This feature is deprecated from Odoo since Odoo13. We have added same funcationality on this app, Customer and Vendor Option on Partner odoo app added 'Is a Customer' and 'Is a Vendor' fields in contacts, so user can easily identify or set contact as Customer or Vendor. It also helps to filter customer and vendor easily and only customers are visible on sales order and customer invoice same only vendors are visisble on purchase and vendor bills.
Simplifying Business Partner Classification in Odoo
Managing business partners efficiently is essential for maintaining accurate customer and supplier records within an ERP system. As organizations grow, the number of contacts and business partners increases significantly, making it more important to classify records properly. Incorrect partner classification can create confusion during sales, purchasing, accounting, and reporting activities.
The Customer and Vendor Option on Partner module helps businesses clearly identify whether a partner should be treated as a customer, a vendor, or both. This structured approach improves data organization and helps users work with partner records more efficiently. By providing dedicated options directly on the partner form, the module ensures that business relationships remain properly categorized throughout the system.
Organizations that manage large volumes of customer and supplier data can particularly benefit from improved partner classification, as it helps reduce operational complexity and improves overall record management.
Better Data Visibility for Business Users
Maintaining clear visibility into customer and vendor information is essential for efficient business operations. When partner records are properly classified, users can quickly understand the role of each business contact without reviewing transaction histories or related documents. This improves navigation throughout the system and helps employees access relevant information more efficiently.
The Customer and Vendor Option on Partner module enhances data visibility by clearly identifying whether a partner is associated with customer activities, vendor activities, or both. This helps reduce confusion and supports smoother collaboration between different departments working within Odoo.
Features
1) Make Contacts as Customer.
User can make contacts as customer by enable "Is a Customer".
2) Make Contacts as Vendor.
User can make contacts as vendor by enable "Is a Vendor".
3) Customers and Vendors Filter.
User can easily identify customers and vendors using filters.
4) Visible Customers/Vendors on Sales Order/Purchase Order.
Only customers will appear on sale order, and only vendors visible on purchase order.
Improving Accuracy Across Sales and Purchase Operations
Sales and purchasing departments often interact with the same business partners for different purposes. Some partners may only purchase products from the company, while others may act exclusively as suppliers. In certain cases, a single organization may function as both a customer and a vendor.
Without proper classification, users may face difficulties identifying the role of a business partner during daily operations. The Customer and Vendor Option on Partner module helps eliminate this ambiguity by providing clear partner categorization directly within Odoo.
This improved visibility supports more accurate transaction processing, reduces user confusion, and helps maintain consistency across sales orders, purchase orders, invoices, and other business documents.
Is a Customer
On partner form view, under "Sales & Purchase" tab user can see "Is a Customer" fields, user have to enable this to make contact as "Customer".
Customers Filter
Under customers filter user can see contacts only with "Is a Customer".
While creating Quotations/Sales Orders user can only see customers.
Is a Vendor
On partner form view, under "Sales & Purchase" tab user can see "Is a Vendor" fields, user have to enable this to make contact as "Vendor".
Vendors Filter
Under customers filter user can see contacts only with "Is a Customer".
While creating Requests for Quotation/Purchase Orders user can only see customers.
Benefits of Organized Partner Data Management
A well-organized partner database contributes significantly to operational efficiency. When customer and vendor information is maintained accurately, employees can locate records faster, process transactions more efficiently, and generate more reliable reports.
The module supports better data management practices by helping businesses maintain clear distinctions between different types of business partners. This can improve reporting accuracy, simplify database maintenance, and reduce the likelihood of duplicate or incorrectly classified records.
In addition, organized partner data helps management teams gain better visibility into customer relationships and supplier activities, supporting more informed business decisions.
Suitable for Businesses of All Sizes
Whether a business manages a few dozen partners or thousands of customer and supplier records, maintaining accurate classifications remains important. Small businesses can benefit from improved record organization, while larger enterprises can leverage the functionality to simplify partner management across multiple departments and users.
The Customer and Vendor Option on Partner module provides a practical solution that scales alongside business growth. By introducing clear partner categorization within Odoo, organizations can improve operational consistency and maintain cleaner business data as their operations expand.
Supporting Efficient Customer and Supplier Management
Organizations often interact with hundreds or even thousands of business partners on a regular basis. Managing these relationships effectively requires a structured approach to organizing customer and supplier records. Improper classification can lead to reporting inaccuracies, operational delays, and difficulties in identifying the purpose of a business relationship.
With dedicated customer and vendor options available directly on the partner form, users can maintain more organized records and improve overall data consistency. This structured management approach helps businesses streamline daily operations and maintain better control over their partner database.
Improving Operational Consistency Across Departments
Different departments within an organization frequently rely on partner information to perform their daily activities. Sales teams focus on customer interactions, while purchasing departments work primarily with vendors and suppliers. Accurate partner classification helps ensure that all departments work with consistent and reliable information.
The module supports operational consistency by making partner roles clearly visible throughout the system. This reduces misunderstandings, improves communication between teams, and helps organizations maintain standardized business processes across sales, purchasing, accounting, and customer management activities.
Additional Use Cases
Managing Suppliers and Customers Separately
Businesses can quickly identify whether a partner belongs to the sales process, procurement process, or both, improving operational clarity.
Supporting Multi-Department Operations
Different departments can easily understand the role of a business partner without reviewing multiple records or transaction histories.
Improving Reporting Accuracy
Accurate partner classification helps generate more meaningful customer and vendor reports for management and operational teams.
Enhancing Database Organization
The module helps maintain cleaner and more structured partner records, reducing administrative effort and improving system usability.
Conclusion
The Customer and Vendor Option on Partner module enhances partner management within Odoo by providing a simple yet effective way to classify business partners as customers, vendors, or both. This functionality helps organizations improve data organization, streamline operational workflows, and maintain greater accuracy across sales and purchasing activities.
By supporting better record management and improving visibility into partner roles, the module enables businesses to work more efficiently while maintaining a cleaner and more organized database. Whether used by small businesses or large enterprises, the solution contributes to improved operational control and more effective business partner management within Odoo.
