Odoo 14 Community book

Customers

Under the customer’s menu available in the Odoo sales module, you have the provision to keep all the details of each customer defined in the platform and you can also create new customers by selecting the create option.

You can access the customer page by taking the route Sales -> Orders -> Customers. The image of the customer window is depicted below

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Here in the window, you can view all the created customers and you can create a new one by selecting the create icon available in the top left corner of the window. It is also available with default and customizable features such as filters, group by, favorites, favorite search, and many more. The window can be viewed in both Kanban and list view. The image of the window is shown below.

odoo-sales-invoice

In this customer creation window, you can provide all the required information such as the name of the customer, company address, tax ID, phone and mobile number, Email ID, Website Link. In the Odoo platform, you have the provision to select two types of customers- Individual or company. The Tags can also be added from the drop-down menu.

Under the Contacts and Addresses tab, you can add the contact by filling the following pop-up window. This can be done by selecting the Add option.

odoo-sales-invoice

There might be some situations when the customer needs the delivery with a new address. So this window can be made use for adding a new contact address. You can create a contact by selecting the address types Invoice address, Delivery address, Other Address, Private address. Invoice and Delivery addresses are used in sales orders. Private addresses are only visible by authorized users.

Under the Sales and Purchase tab, you can provide the internal user in charge of the contact as the salesperson and you can select the delivery method from the drop-down menu where you have three options such as normal delivery charges, free delivery charges. Additionally, you can allocate a Sales team and this team will be used for sales and assignments related to this partner. Moreover, you can allocate the Payment terms along with the Pricelist. These payment terms will be used instead of the default one for sales orders and customer invoices. The pricelist can be used instead of the default one for sales to the current partner.

Then you can provide the purchase order-related information such as the payment terms and payment methods. The payment terms will be used instead of the default one for purchase orders and vendor bills. Also, you can enable the Receipt reminder to automatically send a confirmation email to the vendor some days before the expected receipt date by asking him to confirm the exact date. In addition to it, you can allocate the supplier currency along with the barcode. Apart from these options you also have to specify the fiscal position and the miscellaneous details such as reference, company, website, industry along with the inventory information like customer location and vendor location. Customer location is the stock location used as the destination when sending goods to this contact and the vendor location is the stock location used as a source when receiving goods from this contact.

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Under the Invoicing tab, you can provide the details of bank and account number by selecting the Add a line option.

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If you are clicking on the View account detail menu , you will be directed to the bank account details window as shown below.

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And under the Internal notes tab you can provide additional information or comments privately to the customer.

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So far we were discussing the Customers window and now let us discuss the Sales Quotation and its related facts.

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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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