This module allow you to choose what level of restriction you’d like to apply when selecting from the list of customers.
This configuration is available in Sales / Configuration / Settings, and the options available would be:
- All partners (default)
- Only parent accounts (no contacts)
- Parent accounts and contact persons
- Only contacts (no parents account)
- Only delivery addresses can be selected for SO customer
Table of contents
Usage
To use this module, you need to:
- Go to Sales > Configuration > Settings
- Choose the filter you want to apply on partners.
- Go to Sales > Orders > Quotations
- Create a record and only available partners will appear on the list.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
- Oriol Villamayor <oriol.villamayor@forgeflow.com>
- Ooops404 <https://ooops404.com>
- Cetmix <https://cetmix.com>
- Dessan Hemrayev <dessanhemrayev@gmail.com>
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/sale-workflow project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.