While trying to import companies in Odoo 8 it seems that "supplier" and "customer" fields are missing.
They do not appear in the combo box to select destination import field.
Company in Odoo has two meanings:
An organization - with a set of partners (leads, customers, suppliers and employees), users (logins) and stock of products with a separately managed set of accounts. This type of company installs Odoo!
A partner that isn't a person - a 'type' of Customer or Supplier to support B2B (as opposed to B2C) transactions. An entity that buys from (or sells to) a type (1) Company. This type of company is sent emails and PDF's from Odoo!
Companies (type 1) are imported via
Settings --> Companies --> Companies
Partners with "Company = TRUE" (type 2) are import via:
Messaging --> Contacts (default CUSTOMER=True, COMPANY=False unless overridden in your import file)
Sales --> Sales --> Customers (default CUSTOMER=True, COMPANY=False unless overridden in your import file)
Purchases --> Purchase --> Suppliers (default SUPPLIER=True, COMPANY= False unless overridden in your import file)
To your question - which menu are you at when you are trying to import? You won't see Supplier and/or Customer as an option for type (1).
Ray's answer has clarified everything, I did not properly understand the difference: I was using "companies" (Settings -> Companies -> Companies) while I was actually trying to import "partners".
I have repeated the import operation using (Sales -> Sales-> Customers) and Supplier/Customer fields have been recognized.
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|Asked: 5/30/15, 7:07 AM|
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|Last updated: 5/31/15, 3:27 AM|