In this video, we’re diving into how to create and manage customers in Odoo 18 using the Sales app. Whether you’re working with individuals, companies, or customers who also act as vendors, this tutorial will guide you through setting up customer records the right way—covering everything from basic contact details to advanced sales and purchase configurations.
What You’ll Learn: ✨
👤 The difference between Individual and Company customer types
🏢 How to link a customer to a parent company and inherit accounting settings
📬 How to manage multiple addresses—Delivery, Invoicing, and more
⚙️ How to configure sales and purchase options like payment terms, fiscal positions, and buyer assignments
📊 How Smart Tabs help you track related activities like sales, invoices, and tasks
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More details here:
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