CUSTOMERS
Under Odoo one can choose the customer from the listed option or create a new customer.
CREATE NEW CUSTOMER
Upon clicking CREATE button, you get a creation form like below image:
Under Odoo you have two types of customers:
Under Contact and Address Tab
Here you have the option to completely configure a new customer of yours via adding his name, address, phone, mobile, email id, website, his preferred language( to send invoice) , tags( specializations) to make it more specific etc.
Under Sales and Purchase Tab
- Sales Person:The internal user incharge of this contract.
- Delivery Method:Default Delivery method used in sales order.
- Payment Terms:This payment term will be used instead of the default one for the sales order and customer invoice.
- Pricelist:This pricelist will be used instead of the default one, for sales to the current partner.
- Barcode:Use a barcode to identify this product from POS.
- Fiscal Position:Fiscal position determines the taxes/accounts used for this contract.
Under Accounting Tab
- Bank: The name of the bank, where the customer holds the account.
- Account number: The customer’s registered account number.
- Account Receivable: This account will be used instead of the default one as the receivable account for the current partner.
- Account Payable: The account will be used instead of the default one as the payable account for the current partner.
Internal Note Tab:Internal note is a functional feature that you put comment without disturbing followers. If you want to notify a particular seller, rather than disturbing all others, you can insert an internal note in the customer form.