Companies and their people
Private customers have levels of their own. A company has one level for the whole company, and every contact person who buys for it gets the company's prices.
Private customers and companies
| Private (B2C) | Company (B2B) | |
|---|---|---|
| Level belongs to | The contact | The company |
| Spend counted | Their own | The company's and all its contact persons' |
| Joins by | The join page | A levels administrator, by hand or import |
| Card | Their own | A company card for each contact person who is switched on |
Private or company: how the levels decide
Each contact gets the levels of its kind: B2C levels for a private person, B2B levels for a company. A contact counts as a company (B2B) when any of these is true:
- it is a contact person of a company (its company in Odoo is another contact);
- Odoo marks it as a company;
- on Odoo 20, it has a Tax ID: a VAT number, or
/for a company without one (Odoo 20 puts/there); - on Odoo 20, it has a company identifier, such as an Estonian registry code. A personal ID code does not count.
Everyone else is a private person (B2C). On Odoo 18 and 19 only the Person / Company switch counts, so a person with a VAT number of their own stays private. How Odoo marks a company differs by version:
| Odoo 18 and 19 | Odoo 20 | |
|---|---|---|
| Company or person | The Person / Company switch on the contact | No switch: a Tax ID or a company identifier makes a company |
| Importing | A Company Type column (Person or Company) | A Tax ID or company identifier column |
So on Odoo 18 and 19, a private person with a VAT number still counts as B2B for the levels, whatever the switch says.
Switching a company on
- On the company's contact, clear Excluded from Levels. It gets the lowest B2B level.
- On each contact person who should get a card, clear it too. Switching the company on does not switch on its people.
A contact person's form shows the company's level, with no period or opening spend of its own.
Switching off
- One contact person off: only their card closes. The company keeps its level, and the person still buys at the company's pricelist.
- The company off: all its contact persons go off and their cards close.
One person, two cards
Someone who buys privately and for their employer has two Odoo contacts and two cards: a private card with a B2C level and a company card with the company's level. Leaving one keeps the other.
When a customer's kind changes
When a person becomes a company, or a company becomes a person, by any of the rules above, the level moves to the other kind's levels at the save. A company record holds no card of its own.