Partner Relations

This module aims to provide generic means to model relations between partners.

Examples would be ‘is sibling of’ or ‘is friend of’, but also ‘has contract X with’ or ‘is assistant of’. This way, you can encode your knowledge about your partners directly in your partner list.

Installation

Configuration

Usage

Before being able to use relations, you’ll have define some first. Do that in Sales / Configuration / Address Book / Partner relations. Here, you need to name both sides of the relation: To have an assistant-relation, you would name one side ‘is assistant of’ and the other side ‘has assistant’. This relation only makes sense between people, so you would choose ‘Person’ for both partner types. For the relation ‘is a competitor of’, both sides would be companies, while the relation ‘has worked for’ should have persons on the left side and companies on the right side. If you leave this field empty, the relation is applicable to all types of partners.

If you use categories to further specify the type of partners, you could for example enforce that the ‘is member of’ relation can only have companies with label ‘Organization’ on the left side.

Now open a partner and choose relations as appropriate in the ‘Relations’ tab.

Known issues / Roadmap

Credits

Maintainer

This module is maintained by the OCA.

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.

To contribute to this module, please visit http://odoo-community.org.