Odoo recognizes a contact as customer or supplier if his supplier_rank or customer_rank is > 0. By default, when creating a contact, the rank is = 0.
There are 4 ways the customer_rank or supplier_rank increases in V.13 and V.14:
1. Invoice/bill the contact. Each time the contact is invoiced, the customer_rank >> + 1, if he is billed, the supplier_rank>> + 1
2. Create/import the contact via the sale/purchase app. The rank will be automatically set to 1.
3. With an import in the contact app, force the status using the field supplier_rank = 1 if supplier and customer_rank = 1 if customer.
4. You can also create a server action and add a contextual action
WARNING : IF YOU HAVE AN ODOO ENTERPRISE SUBSCRIPTION, THIS MAY TRIGGER MAINTENANCE COST
Go in debug mode and access server actions from settings > technical > actions. Create three server actions: one to set a contact as customer, one as supplier and the last one as customer and supplier.
Ex :
"Set as Customer"
Model = Res.partener "contact"
Action to do : "Update the record"
Field = "customer rank (res.partner)
Evaluation type = "value"
Value = "1".
Save
Add a contextual action.
Same procedure for suppliers and customer and supplier.
After creating them, go to contact > list view > select a few contact > hit the "action" menu > hit "set as customer".
As a result, the contact you selected will be new considered as customer.
Hi Caroline
Nice "question/idea" to complement the ones in this forum: https://www.odoo.com/forum/help-1/where-are-is-customer-is-vendor-checkboxes-in-odoo-13-contacts-157566