Odoo 14 Community Edition

Contact

The Odoo platform presents you with a well-managed digital address book to keep all the contact details regarding your business. This is an important aspect for your business growth and its smooth running. A separate Contact management module which is in Odoo will help you to access all the contact information quickly and easily without any delay or loss other than keeping the contacts on mobile phones or in emails.

Let us discuss how the Odoo Contacts module will be helpful for your organization. First of all, you should install the module from Odoo Apps.

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After installing the module, you can enter an attractive Home dashboard where you can view all the Contact details described in the platform along with the photograph of them. The image of the Contacts window is depicted below.

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This is the Kanban view of the Contacts window and the window can also be viewed in the List view and Activity view. This window also provides you all the default and customizable options such as Filters, Group By and Favourites searches, and many more aspects. Moreover, the Create icon available in the window allows you to create new contacts.

In the Contacts creation form, you can select whether the contact is Individual or Company. Then you can provide the name of the Contacts along with the Company Address. The Tax ID can also be allocated. In addition, you can mention the Phone and Mobile number along with the Email ID and Website Link. Moreover, the Tags can be specified. The contact creation form available on the platform is displayed below.

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Apart from these options, you can find additional information described in different tabs. Let us discuss each of them separately.

Under the Contacts & Address tab, you can configure new customer contacts by selecting the Add button available. On selecting the Add button you will be depicted with a pop-up window as shown below where you can provide all the relevant details such as Contact Name, Address, Internal Notes, Email Address Phone, and Mobile Number. You can also paste the image of the contact in the provided space. Then you can Save the details. It is also possible to create more contacts and for doing so, you can select the Save & New option available.

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Now the sales and purchase details can be described in the Sales & Purchase tab. Here you can include all the Sales details such as Salesperson, an internal contact person, Delivery Method, Sales Team, Payment Terms, and Pricelist. Then you can describe the Purchase details including Payment Terms, Payment Method, Supplier Currency, and also can enable the option Receipt Reminder to automatically send a confirmation email to the vendor some days before the expected receipt date, asking him/her to confirm the exact date. Moreover, you can provide the Barcode to identify this contact and this can be allocated under the Point of Sale menu. The Fiscal position for this contact can be specified. Additionally, the Miscellaneous options such as Reference, Company, Website, and Industry can be specified along with the Inventory details such as Customer Location, Vendor Location, and Subcontractor Location.

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The Invoicing information can be defined under the Invoicing tab of the Contacts creation form. You can use the Add a line option to add Bank Account details.

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The Internal Notes tab allows you to put comments in a way that will not disturb the other persons in the contact list. This will be delivered to a specific seller only.

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After providing all the relevant information in the creation form, you can save the window by selecting the Save button available.

Besides these options, you can also view some smart buttons such as Opportunities, Meetings, Sales, POS Orders, Purchases, On-time Rate, Invoiced, and many more in the top of the window. These buttons will help you to enter the respective window associated with this contact.

So far we were discussing how to create a contact in the platform and now let us discuss the configuration of Contact Tags.

Contact Tags

The Contact Tags menu can be accessed from the configuration tab of the Odoo Contacts module. Let us have a look at the Contact Tags window.

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In this Contacts Tags window, you can view all the contact tags defined in the platform and it is also possible to create new tags by selecting the Create icon available. The image of the creation form is depicted below where you can provide the Tag Name along with the Parent Category. You can also activate or deactivate the tags using the Active option available. The deactivation of the Active field will allow you to hide the category without removing it.

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Now we can go to the Contact Titles window available on the platform.

Contact Titles

The Contact Titles window can also be accessed from the Configuration tab of the Odoo Contacts module. The image of the window is depicted below where you can view all the Contact Titles mentioned in the platform along with their Abbreviations.

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Here also you can create new Contact Titles by selecting the create icon available. On selecting the Create icon, the space for configuring a new content title will be displayed in the same window.

Now let us discuss how to configure the Bank Accounts in the platform.

Banks

The Bank menu available in the platform can be viewed by taking the route Contact -> Configuration -> Bank Accounts -> Banks. On selecting the Banks menu, you will be directed to the Banks window where you can view the Banks associated with this module. The image of the window is showcased below.

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Besides the Bank Name, you can also view the Bank Identifier Code from this window. The Bank creation window can be accessed by clicking on the Create icon available. You can view the image of the creation window below.

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In the creation window, first, you can provide the Name and the Bank Address. Then you can mention the Bank Identifier Code along with the Phone number and Email Address. After allocating all the details you can save the details by selecting the Save button available.

Now it is time to discuss the Bank Accounts menu available on the platform.

Bank Accounts

For getting the Bank Account menu you can go to Contacts -> Configuration -> Bank Accounts. The screenshot of the Bank Accounts window is shown below.

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In this Bank Accounts window, you can view all the bank accounts described in the platform along with the details of Account Number, Account Holder and the Company associated with the operation. On selecting the Create icon, you will be directed to the Bank Account creation window and the image of the creation window is portrayed below.

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In this creation window, you can provide the respective Account Number. The Bank Account Type and the Company are auto allocated. Additionally, you have the fields like Account Holder, Bank, Currency, Account Holder Name to fill.

The platform also provides you the provision to configure the Industries, Countries, Fed. States, and Country groups.

The Contact module available in the Odoo platform definitely acts as the comprehensive medium for keeping all contact information of your organization including customers and partners. You can also conduct various configurations upon these contacts.

location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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