OCA modules for Odoo

This module adds search by pricelist field option in partners. Also add a new smart button called "Customers" in pricelist form view to show partners with that pricelist.

When we change the country or the state of the partner, Odoo tries to match a proper pricelist for the country, which will be the first it finds with a country group containing such country. The user could be unaware of this change (that could be right or not) and the partner would be left with a wrong pricelist. So we enable traceability to at least be able to log those changes and give the users the chance to amend them. We could also want to log manual changes overtime.

This module adds priority on partners. Priorities can be used to rank partners or as a way to mark the sensitivity level of a customer.

This module adds the use of properties in partners (different for companies and individuals).

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.

This module add purchase manager field in partner.

This module adds the “Qualification log” tab to the contact form. The user indicates the value of three parameters: · Value for money. · Service. · Attention given. When saved, the system calculates the average of the Qualification in the “partner quality” field and adds a record to the history with the following data: · Qualification date. · User who made the Qualification. · Value for money. · Service. · Attention given. · Partner quality.

This module introduces a unified ranking system for commercial entities. Considering the customer rank and supplier rank are computed individually per contact, the ranks will be shared and aggregated globally at the level of the main commercial entity.

This module introduces a constraint to ensure that a contact cannot simultaneously be both a customer and a supplier.

This module creates a specific permission to allow modification of partners.

This module allows add a unique constraint to partner ref field.

Adds a Smart Button in the Partner to see the related repairs

This module allows to restrict payment providers for partner. Only selected providers will be available for online payment in portal.

This module adds a new tab in the partner form to introduce risk insurance information.

This module extends the functionality of Risk Insurance to support display Insurance company logos and to allow you to reflect on your invoices that those operations are insured.

This module enhances credit policy control by making Credit Insurance fields read-only by default, restricting editing capabilities to members of the 'Full Access to Credit Policy State' group.

This module serves as a baseline to define the partner routes that the members of an organization need to do to acomplish a task over customers regularly For example: · Commercial routes. · Delivery routes. · Salesmen routes. · Repair routes. The module comes without any of this specific capacities, that should be further developed.

This module extends the functionality of sale module to allow you to see a sales analysis for a customer from his/her form view, grouped by products in rows and confirmation dates in columns.

Propagate the changes made in a partner's salesperson field (user_id) from parent to child.

This module allows users to set non-official names for partners in the search_alias field, improving search usability by enabling searches using alternative names. This is particularly useful for partners known by multiple names. The search_alias field is added to the form view after the reference field.