Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Setup the contact as a customer or vendor odoo 13

Subscribe

Get notified when there's activity on this post

This question has been flagged
contactusEnterpriseOdoo13
3 Replies
15298 Views
Avatar
Mohammed Nabil Ahmed

Hi,

How to set the contact as a customer or vendor?? In odoo 13 enterprise.

I am tried on my DB also on the odoo demo DB and can't find it.

Thanks

0
Avatar
Discard
Avatar
Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,

From Odoo13 the Boolean fields is customer and is Supplier, have been removed. In v13, it is handled in different ways, system will automatically decide the customer and vendor based on the history(no of customer and vendor invoices).

You can create a record in the contacts menu and if you create a sale/invoice for this contact, you can see it will come under the customer filter.

You can check the explanation given here: How To Handle Customers and Suppliers in Odoo13


Also read this commit message: https://github.com/odoo/odoo/commit/8626257bc7b9ee772006eb17d12f56344e594f25

Also two new fields customer_rank and supplier_rank is introduced, which are Computed fields to order the partners as suppliers/customers according to the amount of their generated incoming/outgoing account moves.

Thanks

2
Avatar
Discard
Avatar
Chris TRINGHAM
Best Answer

You can create a customer from the Customer menu.  If you create a contact from the Contacts app they will not be a customer, and there's no standard option to set them to be a customer!

It's quite simple to create a Server Action to do this. 

 The other change in Odoo 13, is that a contact does not have to be a customer to be selected on a sales order.

1
Avatar
Discard
Avatar
Ricardo Gross
Best Answer

Similar question: https://www.odoo.com/forum/help-1/question/where-are-is-customer-is-vendor-checkboxes-in-odoo-13-contacts-157566


0
Avatar
Discard
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
Odoo Sign: How can the customer attach supplemental documents to a contract?
sign Enterprise Odoo13
Avatar
Avatar
1
Jun 20
3868
odoo13 report
Odoo13
Avatar
Avatar
1
Jul 25
3328
How can access GitHub Odoo Enterprise
Enterprise
Avatar
Avatar
1
Nov 25
13488
Use a Server Action to Remove One Product Attribute
Odoo13
Avatar
0
May 23
2885
getting Some modules have inconsistent states, some dependencies may be missing while updating module through commandline. Solved
Odoo13
Avatar
Avatar
Avatar
Avatar
3
Mar 25
25710
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now