Hi Jason, do you have any step by step for the above. I am beginner and would like to do this. Thanks

Hi  Randy Thiessen,

In earlier versions before v13, Boolean fields within the partner model were used to differentiate between customers and suppliers.

Starting from v13 onwards, new fields have been introduced: "Customer Rank" and "Supplier Rank." These fields serve as replacements for the previous boolean fields, "Is a Customer" and "Is a Supplier."

When Contacts are imported or created from the Contacts App, they are automatically generated with both "customer_rank" and "supplier_rank" set to 0. This means that a partner will act as both a customer and a vendor.

Upon importing/creating Customers from any Customers Menu, their "customer_rank" is automatically assigned a value of 1. This means that a partner will act as a customer.

Similarly, when importing/creating Vendors from any Vendors Menu, they are automatically designated with a "supplier_rank" of 1. This means that a partner will act as a vendor.

You can also update customer ranks using a server action. Please refer to the link below to learn how to update a partner's status as a vendor/customer using a server action:
https://odootricks.tips/about/building-blocks/server-actions/use-server-actions-contact-customer-supplier/


Hope this helps,
Kiran K

Hi,

In Odoo the vendors and customers are stored contacts, that is 'res.partner' model, we can split both by the supplier_rank and customer_rank, supplier_rank for the vendor and customer_rank for the customer,By using these fields we can easily split Vendor and Customer, Refer the image below,

By adding a custom filer supplier_rank is equal to any number  we can get the VendorBy adding a custom filer customer_rank is equal to any number we can get the Customer.

Hope it helps

Hi Randy,

You can follow this steps:

1. Create new field 'contact_type'

2. Set customer's domain

3. Do the same for PO with Vendor's domain

Hope it helps!