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Tag: Odoo customer management

How to Create a Customer in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Create a Customer in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo 18 provides a user-friendly interface for creating and managing customer records. Here’s a detailed guide on how to create a customer in the Odoo 18 Sales module: 1. Access the Sales Module: Log in to your Odoo instance. Navigate to the “Sales” app. 2. Open the Customer List: Click on the “Customers” menu item. […]

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How to Create a Customer Through the Odoo 17 Website Form | Odoo 17 Functional Tutorials – CBMS Odoo ERP
Odoo 17

How to Create a Customer Through the Odoo 17 Website Form | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are two main reasons why customers are created from Odoo website forms: 1. Streamlining Lead Capture and Customer Onboarding: Odoo website forms allow visitors to easily submit their information, such as name, email, and phone number. This eliminates the need for manual data entry, saving time and reducing errors. The captured information can be […]

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