Make Customer as Sales Partner

ilmPooja · July 19, 2018, 6:23am

Hello

I have a scenario in my business case where my Customer can also convert as Sales Partner.

So is there any simple procedure for implementing this? Or I need to maintain 2 different records in Customer as well as Sales Partner?

Thankyou

root13F · July 19, 2018, 6:44am

As far as I know there is no such feature.

In the past there have been some similar discussion and bounty on that feature is open. Here are some links I was able to find :-

github.com/frappe/erpnext

[Feature] Customer and Supplier as one Party [Bounty]

opened 03:07PM - 19 Jan 17 UTC

closed 06:55AM - 25 Aug 21 UTC

ai-erp

paid development

[![Bountysource](https://api.bountysource.com/badge/issue?issue_id=41121617)](ht…tps://www.bountysource.com/issues/41121617-feature-suggestion-customer-and-supplier-as-one-party?utm_source=41121617&utm_medium=shield&utm_campaign=ISSUE_BADGE) In the real world of retail/wholesale business, most likely, some customers are also our suppliers. In this case, we are making invoices and bills for the same party… That is why is better to have just so called Party with the option to make it customer and supplier. In this case, for reconciliation purposes, supplier and customer Statement will be merged for the purpose of getting net of the actual payable or receivable for reconciliation as same in Odoo… But for reporting purposes, if invoices and bills are not yet paid, it still should be shown as separate accounts in the financial statements as payable(in liabilities section) and receivables (in asset section)… In getting the statement showing both balances of receivables and payables, there should be a button which can be used to offset amount with invoices and bill in case the party would want to pay only for the net outstanding balance for all invoices and bills. When clicking the button, it should automatically go to a journal entry wherein invoices and bills can be allocated to each other in order to allocate amounts which should take effect the offsetting of amounts to apply the receivables to payables and vice versa...