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How to indicate a Contact is a Cusotmer or Vendor

In a training Video (Contacts and Importing Data) on the screen under "Sales and Purchases" tab ability tochoose if the contact "is a Customer" and/or "is a Vendor".

I dont see that option so how to add Vendor, I guess we can add them uisng Purchase Module. But how toensure if the contact is both dowe need to add them twice as cusotmer and vendor?


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Chris TRINGHAM
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Yes, Odoo used to have an option to indicate that a contact was a customer or a vendor (supplier), but that was removed in Odoo 13.

Now there are two hidden fields for customer ranking and supplier ranking.  If you create a new vendor in the Purchase app, the vendor ranking is set to to 1.

You certainly don't need to add the contact twice as a customer and separately as a vendor.  In fact, you can use any contact as a customer or a vendor regardless of the customer ranking / vendor ranking.

But if you do want to set a contact as both a customer and a vendor it's easy to create a Server Action.   


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thanks so I understand the vendor is created in purchase and customer in sales or CRM

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Chris TRINGHAM
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Yes, correct.