Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
We sell B2B and ship directly to our customers customer. We also dont want to add all of their customers as customers in our address book. What is the besed method for doing this & keeping it clean & organized?
If you are going to send goods to a company or an individual, they have to be a "partner" in Odoo. Indeed, you at least have to have a recipient on your delivery order. Now what you probably want to do is avoid marking them as "customer" in your partners list. This way, they will not appear when you go to "Sales > Customers" or when you are looking for a customer in a m2o field. To do this, it all depends where in the system you create these records, but you will want to remove the fact that the customer flag be true when such a record is created. It would probably require a small code customization.
You can also add a tag to the customers master data to help organise them:
"Ship-to", for shipping addresses only
"Sold-to" for the person with whom you have the contract.
Then you can create a filter by searching with the use of the flags or a standard search containing the flags.
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 9/24/14, 3:08 PM|
|Seen: 984 times|
|Last updated: 3/16/15, 8:10 AM|