This module adds essential customer and vendor checkboxes to partner records, enabling businesses to treat the same contact as both customer and vendor simultaneously. In standard Odoo, partners are classified as either customers or vendors, but many B2B businesses need contacts who function in both roles.

Key Features:

 

• Simple checkboxes for “Is Customer” and “Is Vendor” on contact forms
• Automatic domain filtering on sales and purchase orders
• No configuration required—install and start using immediately
• Works seamlessly with both Community and Enterprise editions
• Customers visible only in customer-related documents
• Vendors visible only in vendor-related documents

Automatic Domain Filtering:

When enabled, the module automatically applies filters to ensure:

• Customers appear in: Sales Orders, Invoices, Credit Notes, and Customer Payments
• Vendors appear in: Purchase Orders, Bills, Refunds, and Vendor Payments
• This prevents confusion and ensures proper contact classification in all transactions

How It Works:

Create a partner record and simply check the “Is Customer” and “Is Vendor” boxes. The contact will immediately become available in both customer and vendor operations. When generating a sale order or purchase order, only appropriate contacts appear in dropdown selections.

Benefits:

 

• Simplifies management of B2B relationships where entities buy and sell with each other
• Reduces confusion from complex contact classification systems
• Enables bulk data import with clear customer/vendor flags
• Maintains data integrity with automatic domain filtering
• Improves user experience in sales and procurement workflows

Ideal For: Distributors, trading companies, manufacturers who both buy materials and sell products, and B2B businesses with dual supplier-customer relationships.