Sandy Carter
10 years ago
2 changed files with 89 additions and 43 deletions
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg |
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:alt: License |
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Partner Relations |
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================= |
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This module aims to provide generic means to model relations between partners. |
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Examples would be 'is sibling of' or 'is friend of', but also 'has contract X |
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with' or 'is assistant of'. This way, you can encode your knowledge about your |
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partners directly in your partner list. |
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Installation |
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============ |
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Configuration |
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============= |
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Usage |
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===== |
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Before being able to use relations, you'll have define some first. Do that in |
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Sales / Configuration / Address Book / Partner relations. Here, you need to |
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name both sides of the relation: To have an assistant-relation, you would name |
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one side 'is assistant of' and the other side 'has assistant'. This relation |
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only makes sense between people, so you would choose 'Person' for both partner |
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types. For the relation 'is a competitor of', both sides would be companies, |
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while the relation 'has worked for' should have persons on the left side and |
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companies on the right side. If you leave this field empty, the relation is |
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applicable to all types of partners. |
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If you use categories to further specify the type of partners, you could for |
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example enforce that the 'is member of' relation can only have companies with |
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label 'Organization' on the left side. |
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Now open a partner and choose relations as appropriate in the 'Relations' tab. |
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Searching partners with relations |
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--------------------------------- |
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Searching for relations is integrated transparently into the partner search |
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form. To find all assistants in your database, fill in 'is assistant of' and |
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autocomplete will propose to search for partners having this relation. Now if |
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you want to find Anna's assistant, you fill in 'Anna' and one of the proposals |
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is to search for partners having a relation with Anna. This results in Anna's |
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assistant(s), as you searched for assistants before. |
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By default, only active, not expired relations are shown. If you need to find |
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partners that had some relation at a certain date, fill in that date in the |
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search box and one of the proposals is to search for relations valid at that |
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date. |
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More info |
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--------- |
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For further information, please visit: |
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* https://www.odoo.com/forum/help-1 |
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Known issues / Roadmap |
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====================== |
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Credits |
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======= |
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Contributors |
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------------ |
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* Holger Brunn <hbrunn@therp.nl> |
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* Stefan Rijnhart <stefan@therp.nl> |
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* Ronald Portier <ronald@therp.nl> |
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* Sandy Carter <sandy.carter@savoirfairelinux.com> |
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* Bruno Joliveau <bruno.joliveau@savoirfairelinux.com> |
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* Adriana Ierfino <adriana.ierfino@savoirfairelinux.com> |
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Maintainer |
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---------- |
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.. image:: http://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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:target: http://odoo-community.org |
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This module is maintained by the OCA. |
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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To contribute to this module, please visit http://odoo-community.org. |
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