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'}"/>

Read more Info. on Github

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

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