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@ -7,11 +7,11 @@ Partner Identification Numbers |
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============================== |
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This module allows to manage all sort of identification numbers |
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and certificates which are assigned to a partner and vary from country |
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to country. |
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and certificates which are assigned to a partner (company or individual) |
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and vary from country to country. |
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* Commercial register |
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* VAT ID (eventually) |
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* VAT ID |
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* Fiscal ID's |
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* Membership numbers |
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* Driver license |
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@ -21,8 +21,7 @@ to country. |
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Installation |
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============ |
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Install this addon from Settings > Local Modules, as usual. |
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No specific installation step required |
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Configuration |
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============= |
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@ -30,9 +29,12 @@ Configuration |
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Configure all ID types you need in Sales > Configuration > Address Book > Partner ID Categories. |
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For example, we create a category 'Driver License': |
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* Name : Name of this ID type. For example, 'Driver License' |
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* Code : Code, abbreviation or acronym of this ID type. For example, 'driver_license' |
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* Python validation code: Optional python code called to validate ID numbers of this ID type. |
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Name: |
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Name of this ID type. For example, 'Driver License' |
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Code: |
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Code, abbreviation or acronym of this ID type. For example, 'driver_license' |
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Python validation code: |
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Optional python code called to validate ID numbers of this ID type. |
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Usage |
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===== |
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@ -40,12 +42,18 @@ Usage |
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In partner form you will see another tab called 'ID Numbers'. You can add |
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any IDs to this partner, defining: |
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* Category : ID type defined in configuration. For example, Driver License |
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* ID Number : The ID itself. For example, Driver License number of this person |
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* Issued by : Another partner, who issued this ID. For example, Traffic National Institution |
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* Valid from : Issued date. For example, date when person approved his driving exam, 21/10/2009 |
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* Valid until : Expiration date. For example, date when person needs to renew his driver license, 21/10/2019 |
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* Notes : Any further information related with this ID. For example, vehicle types this person can drive |
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Category: |
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ID type defined in configuration. For example, Driver License |
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ID Number: |
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The ID itself. For example, Driver License number of this person |
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Issued by: |
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Another partner, who issued this ID. For example, Traffic National Institution |
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Valid from: |
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Issued date. For example, date when person approved his driving exam, 21/10/2009 |
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Valid until: |
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Expiration date. For example, date when person needs to renew his driver license, 21/10/2019 |
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Notes: |
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Any further information related with this ID. For example, vehicle types this person can drive |
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas |
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:alt: Try me on Runbot |
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@ -55,7 +63,7 @@ any IDs to this partner, defining: |
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Known issues / Roadmap |
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====================== |
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If you want to search a partner by ID you will use advance search form. |
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* If you want to search a partner by ID you will use advance search form. |
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You can't search by issuer, valid dates, category or notes. |
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