Skip to main content

Know who you are dealing with. Enhance Odoo partner data from companyweb.be.

Project description

Production/Stable License: AGPL-3 OCA/l10n-belgium Translate me on Weblate Try me on Runbot

This module provides Companyweb customers with access to financial health information about Belgian companies right from the Odoo Customer view. Information is obtained from the Companyweb database (www.companyweb.be).

  • Enhance the Odoo partner with Companyweb data, available with one click:

    • Company Status

    • Credit limit

    • Average number of staff in FTE

    • … and way more

  • Update the partner address from Companyweb

Table of contents

Installation

This module can be installed in the usual way. It depends on the OCA web_notify module.

Usage

This module comes with 2 security groups.

  • View Companyweb Data : can see the Companyweb data tab in contacts

  • Download Companyweb Data : can actually enhance data

Once your user has the correct permissions, open a partner that has a belgian VAT number and click on the Companyweb button.

Partner form with Companyweb button

If you don’t see the Companyweb button, refresh your browser page and check that the current user is in the correct Companyweb group.

If your Companyweb credentials are not known in the system or have changed, you will be shown a wizard to enter them.

Companyweb credentials wizard

If everything runs smoothly you’ll see a confirmation popup in the upper right corner of your screen.

Companyweb confirmation popup

You can now view the Companyweb information in the corresponding tab.

Companyweb information tab

You can also use the “Copy Address” button to update the partner address with the one obtained from Companyweb.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • ACSONE SA/NV

Contributors

Other credits

This module has been originally developed by ACSONE for Odoo version 8.

It was subsequently enhanced by Jacques-Etienne Baudoux (BCIM sprl). The data model of that version has been preserved to facilitate porting.

In 2021, the module was redeveloped under the current form, to support the new Companyweb SOAP api. This development has been funded by Companyweb.

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

xavier-bouquiaux

This module is part of the OCA/l10n-belgium project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distributions

No source distribution files available for this release.See tutorial on generating distribution archives.

Built Distribution

Supported by

AWS AWS Cloud computing and Security Sponsor Datadog Datadog Monitoring Fastly Fastly CDN Google Google Download Analytics Microsoft Microsoft PSF Sponsor Pingdom Pingdom Monitoring Sentry Sentry Error logging StatusPage StatusPage Status page