With this module you can easily distinguish if a partner is currently customer or prospect. A prospect partner will be those to which you still haven't sold anything, considering sales as non cancelled nor draft sale orders to that partner.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0This module marks each contact as a Prospect or an Actual Customer based on whether any confirmed sales or customer invoices exist. It adds the Prospect flag to contact forms, lists and filters, and hides prospects from the standard Customers menu by default.
The module adds a computed flag called prospect on contacts (res.partner). A contact is considered a prospect when there is no confirmed sales activity for it or its company/related contacts: no sale orders in a state other than draft, sent or cancelled, and no customer invoices or credit notes. As soon as a real sale order is confirmed or a customer invoice exists, the contact stops being a prospect.
Where you see it: - On the contact form, the Prospect flag appears next to the name. - In the contact list view, a Prospect column is added after the email. - In the contact search filters, two new filters appear: "Actual Customer" and "Prospect", plus a "Prospect" grouping option.
The standard Customers menu is adjusted so that, by default, it only shows actual customers (the "Actual Customer" filter is applied automatically). The customer creation action also defaults to company contacts and applies the same filter.
The flag is stored and recalculated automatically when related sale orders, their states, or customer invoices change, so it stays up to date without manual action.
Depends on
Models and fields (1)
- res.partner · extends an existing modelprospect
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To use this module, you need to:
- Go to Contacts and create a new contact or company.
- Verify that the Prospect field is checked, as the partner has no confirmed sales orders or customer invoices.
- Go to Sales and create a new quotation for the partner.
- Verify that the partner is still marked as Prospect while the quotation is in draft or sent state.
- Confirm the quotation and verify that the Prospect field is unchecked.
- Cancel the sales order and verify that the Prospect field is checked again, provided that the partner has no other confirmed sales orders or customer invoices.
A partner will also stop being considered a prospect when a customer invoice or credit note is created for the partner.
Sales orders and invoices linked to child contacts are also taken into account when determining whether the commercial partner is a prospect.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.