Restrict Customer Names on Sales

Question

i want in sales module how to show just the customer name i don't want to show the employee name

Chris TRINGHAM · Accepted Answer

It's easy to do in Studio:
Click on the customer field and then select domain from the left-hand panel
Seklect the Customer Rank field and greater than zero.  This creates the code:
"customer_rank", ">", 0 which is what will be added to the XML.
If you create a customer from a sales order, or from the sales menu, the customer rank is set to 1 so it would be available here.  If you create it elsewhere it will not.  But you can create a Server Action to change that, as explained here:  Use server

Mehjabin Farsana · Answer

Hi,
The customer field may display both customers and employees because Odoo treats both as partners in its system. This allows for managing relationships with both customers and employees within the same framework. To limit the field to show only customers, you can customize it to filter out employees.
Thanks

mohammed widad · Answer

thank you chirs

Kiran K · Answer

Hi,
Try this free third-party app which filters customers based on type. In sales orders, it will display only customers, and in purchase orders, it will display only vendors.

https://apps.odoo.com/apps/modules/16.0/appsfolio_partner_identification/ [1]

Hope it helps,
Kiran K

[1] https://apps.odoo.com/apps/modules/16.0/appsfolio_partner_identification/

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