Hi, Am Sonntag, 14. Juli 2013, 15:14:35 schrieb Cédric Krier:
> > I'm setting up some customer and vendor data in Tryton 2.8, and need some > > advice on how to handle them. Not sure that I get the concept right. > > > > 1) When creating a 'Company', I can add 'Employees'. > > When searching for an employee, all types of parties show up - including > > customers and vendors. > > It is not very likely that a customer is a employee at the same time (OK, > > we got employee-sales in some companies, but not in my case) - can we > > filter on employee (means not customer, vendor or own company)? > > Employee is a specific Model where you link a company to a party. > So it makes no sense to limit the party you can select to existing > employee. It does - if the party you request does not exist, you can create it. otherwise som 3000 address-records appear..... And employees usually dont require VAT ID and payment terms, etc. So the generic approach generates IMHO some confusion for 'users'. > > 2) I have created a customer with an address. As the party does not exist, > > I created it (with address). When I return to the address-screen, the > > adress is empty. can this be taken from the record I just created? > > Don't understand. (send a PM for clarification) > > 3) When I want to create a 'Party associated with sales', this customer is > > not presented as potential customer. When I create a new customer there, > > I end up with a second dataset. I cant add the customer created under 2) > > "Party associated with sales" is just a reporting list. Creating record > from there doesn't make the new party associated with sales. ...it would make sense to flag a party as customer or vendor via this menu items. Nevertheless, at the moment it allows creation of parties at that menu. IMHO it will create some confusion for the 'user' >From this creation activities I have now multiple Customers with the same name. Is there a way how I can delete those entries? Thx/Axel
