Creating a Customer from an Odoo Website Form
1. Install the Necessary Module:
* eCommerce: Ensure this module is installed. It’s essential for enabling customer creation from website forms.
2. Create a Website Form:
* Navigate to Website: Go to the Website module in your Odoo backend.
* Create a New Form: Design a form that collects the necessary customer information like name, email, phone number, etc.
* Set the Action: In the form’s settings, set the action to “Create a Customer.”
3. Customize the Form (Optional):
* Add Fields: You can add more fields to the form as needed, such as address, company name, etc.
* Set Default Values: Set default values for certain fields if required.
* Customize the Form’s Appearance: Use the website builder to customize the form’s layout and style.
4. Test the Form:
* Preview the Form: Preview the form on your website to ensure it works as expected.
* Submit the Form: Submit the form with test data to verify that a new customer is created in the Odoo backend.
Additional Considerations:
* Customer Accounts: If you want customers to have accounts on your website, enable the “Sign in/up at checkout” option in the eCommerce settings. This allows customers to register and log in to their accounts.
* Privacy and Data Protection: Ensure that you comply with relevant data protection laws and regulations when collecting and processing customer data.
* Email Notifications: You can set up email notifications to be sent to both the customer and the store administrator when a new customer is created.
By following these steps, you can effectively create a seamless customer registration process on your Odoo website, streamlining your sales and customer management operations.
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