Comment 210 for bug 1160365

On 04/16/2013 01:54 PM, Nicolas JEUDY wrote:
> I just try to understand how we can setup V7 with the new model and how
> prepare training for my customer with this new model.

Why don't you just try it with the latest version of the branches on runbot?

> - So I create a supplier, and create a contact that is supplier, I need to
> create it from purchase order ?

- You create a contact on a PO: it will be supplier by default.
- You create a contact with its company on a PO: both will be suppliers by default.
- You create a partner via the "Suppliers" menu: it will be supplier by default.
- You create a contact for a company that is a supplier: it will be supplier by
default.
- You create a partner via the "Customers" menu: it will *not* be a supplier.
- You create a contact for a company that is not a supplier: it will *not* be a
supplier.

- You find that the default values do not match your needs: you change the
supplier or customer flags on any partner (contact or company) and your setting
will stay permanently

> - When you are on partner form (res.partner) are you in suppliers context or
> in customer context ?

If you use the main menu, then the context is clear depending if you clicked on
"Suppliers" or "Customers" menu. If not via these menus nor via a PO/SO, then
you're in no particular context, the generic defaults apply.

> If a contact is both I need to open it once from sale -> customer ->
> agrolait -> contact and once from purchase -> supplier -> agrolait ->
> contact ?

No, if you want any partner to be both, just make sure both the "Supplier" and
the "Customer" checkboxes are checked, editing it from wherever you want. The
context in which it was created only determine the default values.