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Partner & Product Auto-Creation

shell18 auto-creates the partners and products it needs as it processes CVGo data, so day-to-day operations don't require manual master-data setup.

Partner Auto-Creation​

When a MOP account is first created (during validation), the system also creates a matching res.partner:

  • Name = the MOP name (e.g. "Cash", "Shell Fleet Card")
  • cvgo_mop = True flag
  • customer_rank = 1

These partners are used as the customer on CVGo-generated sales orders. CVGo MOP partners are filtered out from the regular customer dropdown on standard sale orders so they don't clutter sales staff's list.

Partners are shared across the company tree (no company_id on the partner), since the underlying customer entity ("Cash" walk-ins, the Shell Fleet card holder, etc.) is the same regardless of which station served them.

Product Auto-Creation​

When CVGo data is validated, the system automatically:

  • Creates product categories matching CVGo departments (e.g. "Fuels", "Shop")
  • Creates products matching CVGo items, matched by:
    1. Barcode first
    2. Then by name
  • Sets products as consumable with both sale_ok and purchase_ok enabled

If a barcode/name already matches an existing product, the system reuses it — no duplicates.

Manual fixes​

If you need to clean up auto-created partners or products:

  • Open Contacts (filter by cvgo_mop if you want only MOP partners)
  • Open Inventory > Products

Renaming a CVGo MOP partner does not rename its MOP account — the link between them is by name. If you rename one, rename both, or the next validation will auto-create a fresh partner.