To create a Customer in Odoo 14 Community, 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.
Video Contents:
00:00 Introduction
00:51 How to Create Customers
03:49 How to Select the Address type
05:18 How to Add Contact details
08:44 How to Add warning on Sale Order
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