I cannot find the checkboxes (Is Customer/Is Vendor) in the contact form in Odoo 13. Also, I checked the res_partner model fields and couldn't find any field that can define the type of contacts (Customer/Vendor). Is there any alternative way to define if the contact is a customer or a vendor?
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There are new fields "Customer Rank" and Supplier Rank". You can use the export / import tool to update these from 0 to 1 to set a contact as a customer or supplier, or create a server action.
Thanks a lot! I tried it and it is working in the search view with the search filters.
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 contacts … That is why is better to have just so
called contacts with the option to make it customer and supplier.
For the Customer Field Level Changes
<field name="partner_id" widget="res_partner_many2one" context="{'res_partner_search_mode': 'customer'}"/>
For the Vendor Field Level Changes
<field name="partner_id" widget="res_partner_many2one" context="{'res_partner_search_mode': 'supplier'}"/>
Thank you very much!
Welcome !!
Contacts become Customers and Vendors automatically based on the Invoices and/or Bills. This change was made after discovering that there was confusion amongst users and supporting a lot of databases that had duplicate records - one for the Customer and one for the Vendor.
With this redesign, we noticed duplicated records due to confusion were vastly reduced. Users who might not understand as well as you do don't have to do anything. Odoo "just works" and Customers "become" Customers or Vendors automatically. You can use the import function to preset these fields as is already shared in the other answers to this question. Remember, make your user's lives easier. Have them test (asking them isn't always reliable), don't assume they understand what we understand.
The supplier_rank and customer_rank fields are automatically managed by Odoo, you don't need to do anything.
If you create a Contact from any Customers Menu (CRM, Sales, Website, Accounting, etc) they are automatically created with a customer_rank of 1.
If you create a Contact from any Vendors Menu (Purchase, Accounting) they are automatically created with a supplier_rank of 1.
If you import Customers from any Customers Menu, they are automatically set to a customer_rank of 1.
If you import Vendors from any Vendors Menu, they are automatically set to a supplier_rank of 1.
The first time a Customer Invoice is posted for a Contact, they automatically become a Customer, with their customer_rank field getting increased.
The first time a Vendor Bill is posted for an Contact, they automatically become a Vendor, with their supplier_rank field getting increased.
See:
https://github.com/odoo/odoo/blob/14.0/addons/account/models/partner.py#L495
This function is called during the posting of Invoices and Bills: https://github.com/odoo/odoo/blob/14.0/addons/account/models/account_move.py#L2492
Hi,
Is vendor, is customer Boolean fields are removed from Odoo13.
See :- https://www.youtube.com/watch?v=fvQjDRfR9wQ
To know how to handle customers and suppliers in v13, see this video: How To Handle Customers and Suppliers in Odoo13
Thanks
Thank you!
Hi,
I know this is an old post, but if you want you can add by Studio both fields (customer_rank and supplier_rank) to the contact form. Or if you don't have Studio, you can use an inherited view.
Hope it helps!
Hello everyone,
My answer is not late I hope?
Here is a module that may help: https://apps.odoo.com/apps/modules/14.0/cup_is_customer_is_vendor/
Cordial greetings
Hi,
The customer_rank and supplier_rank field identity if the partner is a customer or a supplier. You can set the default value of these field to 1 to make it customer or supplier by default.
See also: https://www.odoo.com/forum/help-1/question/setup-the-contact-as-a-customer-or-vendor-odoo-13-161870
BR
Ricardo
but what, if I want to use contact as vendor and as customer ? when I create contact from purchase module, it becomes vendor, but not customer. how to add that mark also ?
