How to Create Customer in Odoo 15 | Odoo 15 Sales | Odoo 15 Enterprise Edition – CBMS Odoo ERP

How to Create Customer in Odoo 15 | Odoo 15 Sales | Odoo 15 Enterprise Edition – CBMS Odoo ERP

To create a Customer in Odoo 15 Go to Sales – Orders – Customers: When you click the CREATE button it shows a form to create a new customer record. Customer form contains fields such as Name of the individual/company, Company Address, VAT, Phone, Mobile, Email, Website Link, customer Tags.

It is possible to add multiple contacts inside a customer form, where for each contact you can provide Contact address, Invoice Address, Delivery address, private and other addresses. You can manage sales, purchases, inventory, and accounting information of the customer by providing some related details. You can also add partner activation and partner review details inside this form which includes the partner level, partnership date, latest partner Review, etc. It is also possible to set warnings or blocking messages for customers on sale orders, purchase orders, and picking.

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Comments

  1. avatar
    @epicdigitallabs says:

    hello madam/odoo team – i have purchased an account 4 months and still not able to figure out how to input database. We have an institution where I need to fil student database and potential students data with parent details. To followup and do social media marketing – I havent progressed since 4 months and sadly using excel and google forms – after paying a full year subscription

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