I cannot find the checkboxes (Is Customer/Is Vendor) in the contact form in Odoo 13. Also, I checked the res_partner model fields and couldn't find any field that can define the type of contacts (Customer/Vendor). Is there any alternative way to define if the contact is a customer or a vendor?
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11 Câu trả lời
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Best Answer
There are new fields "Customer Rank" and Supplier Rank". You can use the export / import tool to update these from 0 to 1 to set a contact as a customer or supplier, or create a server action.
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Bình luận
Thanks a lot! I tried it and it is working in the search view with the search filters.
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Best Answer
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'}"/>
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Bình luận
Thank you very much!
Welcome !!
Contacts become Customers and Vendors automatically based on the Invoices and/or Bills. This change was made after discovering that there was confusion amongst users and supporting a lot of databases that had duplicate records - one for the Customer and one for the Vendor.
With this redesign, we noticed duplicated records due to confusion were vastly reduced. Users who might not understand as well as you do don't have to do anything. Odoo "just works" and Customers "become" Customers or Vendors automatically. You can use the import function to preset these fields as is already shared in the other answers to this question. Remember, make your user's lives easier. Have them test (asking them isn't always reliable), don't assume they understand what we understand.
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Best Answer
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
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Best Answer
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
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but what, if I want to use contact as vendor and as customer ? when I create contact from purchase module, it becomes vendor, but not customer. how to add that mark also ?
