Odoo 16 Community Book

Customers

Having a dedicated platform for keeping a record of all your customers will benefit you in improving your sales. Odoo offers a centralized system for recording customer’s data. It enables easy access to required information related to your customers whenever you want. You can find this platform under the Orders menu of the Sales module. The Kanban view of the platform is shown below.

The window shows the details of the customers along with their images. The small clock icon can be used to schedule sales-related activities with them. You can filter them as Individual, Companies, Customer Invoices, Vendor Bills, Subcontractors, and Archived. The Group By option includes Salesperson, Country, and Company. Now, click the Create button to create a new customer in the Sales module.

You can create a customer record as an Individual or Company. In the respective fields, you can specify the Name, Address, Phone, Mobile, Email, Website, Language, and Tags of the customer. Under the Contacts & Addresses tab, you can add different addresses and contact details of the customer using the Add button.

The address can be Contact, Invoice, Delivery, Private, or Other Address. You can mention the Contact Name, Address, Email, Phone, and Mobile in the pop-up window.

The details regarding Sales & Purchases can be specified in the respective tab. For managing sales operations, you can set a Salesperson and Sales Team for the customer. By mentioning the Payment Terms and Pricelist, Odoo will use the mentioned one for sales orders and customer invoices instead of the default one. Specify the assigned partner id in the Implemented By field and the default delivery method used for the sales orders of the customer in the Delivery Method field.

Under the Purchase section, you can mention Payment Terms which will be used instead of the default one in the purchase orders and vendor bills. The preferred Payment Method for paying this customer can be defined in the given space. If you want to send a Receipt Reminder to the customer, you can set them in the respective field. This will send an automated reminder to the customer particular days before the expected receipt date to confirm the exact receipt date. You can mention the Supplier Currency used for the purchase operations with this customer. Set a Barcode in the given field to identify this customer in the Point of Sale session. The Miscellaneous section can be used to specify the Company ID, Reference, Company, Website, Website Tags, and Industry. Mention the Fiscal Position in the Fiscal Information section, which will determine the taxes or accounts used for this contact.

In the Inventory section, you can specify the Customer Location, which indicates the destination stock location when sending products to this contact. The source location when receiving products from this contact can be mentioned in the Vendor Location. Subcontractor Location indicates the stock location used in the subcontracting operations.

Using the Add a Line button, you can add the bank account details under the Invoicing tab. It includes the details of the Bank, Account Number, and Send Money. In the respective fields, you can mention the Account Receivable and Account Payable. The View Accounts Details button will show a detailed view of the account.

Any sales-related internal notes can be added under the Internal Notes tab. Once you activate the Sales Waring option from the Settings menu, you can set Warning on the Sales Order whenever you create a sales order with this contact.

The Partner Assignment tab includes the Partner Activation and Partner Review details. You can specify the Partner Level, Activation, Level Weight, Latest Partner Review, Next Partner Review, and Partnership Date in this tab. Set the Geo-Location in the specified field. You can do it manually or use the Compute based on the address to get Geolocation.

Select the Free Member field from the Membership tab if you want to provide free membership. The Current Membership Status will be available in this tab along with the details of the Join Date, Membership, Membership Price, Invoice, and Membership Status. The entries will be automatically saved in Odoo once you complete the configuration.

Additionally, you will get some advanced smart buttons to monitor the operations with this contact. It includes buttons for managing Meetings, Opportunities, Sales, Events, Tasks, Purchases, Delivery, Vendor Bills, Certifications, and Invoices.