Odoo CMS - a big picture

Create Contacts in Odoo

Tutorial

Freddy Czaja

One of the basic features of Odoo is the Contacts section. Here you create individuals or companies. These groups in turn contain individual customers or partner companies.

BASIC SETTINGS

After clicking on "Create" under "Odoo > Contacts", you can enter the basic data. These include a Person or company settings, name, address and website. Then the occupation (position), telephone, fax, e-mail, salutation, language and tags are entered.

Odoo CMS - a big picture

CONTACTS & ADDRESSES

Under the tab "Contacts & Addresses" you can also create a contact, a billing address, delivery address or another address. If the main contact is a company, then the employees of the company are displayed here.

Odoo CMS - a big picture

SALE & Purchase

Under the tab "Sales & Purchasing" you can mark the contact as customer or Vendor. Both group settings are possible at the same time. Other settings options include Salesperson, Delivery Method, Internal Reference, Website Tags, and for the point of sale area, the barcode of the contact.

Other tabs you can still fill are: Internal Notes, Invoicing, Partner Assignation, Membership.

Odoo CMS - a big picture

OVERVIEW FIELDS

To quickly get to the diverse Odoo areas within a contact, there is a quick overview. The areas are for example: Opportunity, Meeting, On Website, Invoiced, Sales, Purchase, Invoiced... The overview shows the name a value. A clicking on a button takes you to the respective Odoo area.

Odoo CMS - a big picture

Lass uns deine Nummer da!

Oder ruf uns einfach direkt an   +49(391)5630690

About Freddy Czaja

SEO is the air he breaths. If it has a bit of Oxygen, he doesn't care/ He likes his coffee black and cold.