Customer and Vendor Tracking System in Odoo is an excellent customer and vendor filtration system designed to explicitly split customers and vendors throughout your Odoo database. It removes confusion in contact selection by showing only the relevant contact types—customers in sales, vendors in purchases, and cleanly separated records in invoicing.
Whether you’re looking for a customer tracking system, a vendor tracking system, or a centralized way to manage client database software, this module guarantees you accurate, role-based visibility of contacts that boost your entire workflow..
It serves as a powerful b2b customer information platform, allowing smart filtering and organized customer/vendor segregation inside Odoo.
Key Features of Customer and Vendor Tracking System
1. Accurate Customer/Vendor Selection: Sales workflows will only display contacts with mark Is Customer and purchase workflows will only display contacts with mark Is Vendor.
2.Smart Bifurcation in Invoicing: Invoicing records and fields have been arranged neatly and now are free of any confusion with customer and vendor information which enhances.
3. Enhanced Contact Management: Use a simple checkbox inside contact records to assign roles: Is Customer or Is Vendor.
4. System-Wide Filtering: Used on Sales, purchase and invoicing modules to ensure smooth role-based contact management.
5. Group By in Contact Module: Efficiently adds Group By in the Contacts based on Is Customer and Is Vendor.
6. Smart Module-Wide Filtering: Sales, Purchase and Invoicing modules will be automatically filtered and only contacts will be shown upon the checkbox option of the contact form.
7. Eliminates Confusion in Transactions: Ensures that nothing besides customers shows up in customer fields ( Sales, Invoices ) and nothing besides vendors in vendor fields ( Purchase, Bills ).
8. Uniform Functionality Across Workflows:
Works consistently in:
- Sales (Sales orders, Quotation)
- Purchase (RFQs, Purchase Orders)
- Invoicing ( Customer Invoices, Vendor Bills)
9. Clean and Well-Structured Database: Maintains your list of contacts in a well-organized database that distinguishes between customer and vendor functions to minimize chances of an inaccurate transaction.
10. Native Experience with Enhancements: Does not modify the default user experience but rather some additional checkboxes are added to the native contact form that initiate intelligent filtering at the backend.
11. Ideal Large Contact Bases: Particularly effective in companies that frequently deal with large numbers of contacts to help streamline processes and make sales, purchasing and accounting operations more efficient.
Industry Use Cases
1. Retail & Wholesale
Manage customer database software and customer info effectively. The retailers are able to keep distinct vendor and customer records in sale and purchase processes.
2. B2B Service Providers
A robust solution for firms relying on customer database platforms and customer data management software. Supports smart role filtering inside a b2b customer data platform environment.
3. Software & IT Companies
Utilize as a customer tracking software or customer database system to differentiate between customers and software vendors in the billing and procurement processes.
4. Healthcare & Pharma
Ensures accurate contact classification—maintains vendor entries clean when purchasing medicine and customer data software for clinics or pharmacies.
5. Accounting & Consulting Firms
Eliminate dropdown clutter in invoicing and manage both customer and vendor data with a reliable customer database management tool.
Conclusion
Customer and Vendor Tracking System, in Odoo, brings clarity and control to contact management by ensuring that each role is correctly defined and applied across workflows. With accurate role-based filtering, smarter invoicing, and structured databases, businesses can avoid costly mistakes and streamline their sales, purchase, and accounting operations. The system will particularly be useful to organizations dealing with high contact loads where accuracy and efficiency is the difference between success and failure.
At Reliution, we assist companies to get the most out of Odoo by building solutions, such as the Customer and Vendor Tracking System that solve real operational challenges. Our focus is on simplifying complex processes and delivering improvements that translate into productivity and growth. By choosing Reliution as your Odoo partner, you ensure that your ERP system is not just implemented but optimized to work smarter for your business.
