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CRM, res_partner and fields

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odoo
crmcontacts
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odoo
最佳答案

The best way to understand the relationships is to create sample records and export them.

You can then see how each field is populated and related to other records. 

buyer_id is the Buyer who manages the Vendor just as user_id is the Salesperson who manages the Customer. The Partner model is used for Individuals and Companies that can be either Customers or Vendors or both. 

The ranking fields are managed by Odoo. If you import via a Customers Menu the customer ranking is set and if you import via a Vendors Menu the supplier ranking is set. 

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odoo
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Activate Developer Mode and hover over the ? to see the technical name of each field and what model it relates to.

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odoo
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Okay that makes sense. The buyer_id relates to the person that has made purchase orders so that will only show up under contacts that are vendors. I exported only individuals data and it appears i need to use parent_id. The only thing im wondering about is what customer ranks mean after rank 1. Thanks for the help.

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odoo
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Higher ranks are given when Customers have subsequent Invoices and Vendors have subsequent Bills. This affects the sort order for each when creating those documents. If you create more Bills for Cascade than you do for ACME then Cascade will appear before ACME in the drop-down. All Vendors appear alphabetically when you click Search More...