How are you dealing with other general contacts?
For example: A bank, not a bank account that I can have several on the same bank.
I want to add on contacts, same people of that bank. I add the contacts, but I donāt have any document to link (not a costumer nor a supplier).
The alternative I see is create a DocType to Bank, but then I have the āArchitect Companiesā they are not my customers nor supplier, but very important for my business, and if they are important to my business i must to have it in my erp. And so on ā¦ I know I can copy Doctype, but I donāt think this is very resource effective and will be more difficult to create reports etc.
Thatās interesting to have because the contacts could become Suppliers at some point.
The concept is to have a Partner DocType of which Customer and Supplier are Partner Types other partner types could be Leads etc and the contacts/contact persons would be linked to these Partner Types.
Leaving office now but will share ideas on any workaroundsā¦later
For what I figured, on Frappe the āContactā is for People, thereās is no Company/Institution figure and thatās why the contacts are linked to other doctype (Customer/Supplier).
The Partner Doctype concept (is what odoo/almost ERP use).
But actually in Frappe/ERPNext to implement that model and not force the user to repeat a same information in several Doctypes, is not āonlyā create a new DocType.
If Frappe had Doctype inheritance it would be easy, but actually I donāt see an easy way to implement the Partner Doctype concept in Frappe (except hard-coding all of our created doctypes to update the fields in Partner Doctype, out of question IMHO).
Merging Supplier + Customer into a Party is not every easy at this point (though most of the code is common). Maybe there will be enough motivation to make that happen someday
I agree, it should not be easy, but exactly because thereās lotās of common code and is a (mainly) CRM limitation, these merge should be in our (all erpnext users) radar.
