erp-manual:cloud:relation:customer
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erp-manual:cloud:relation:customer [2026/01/18 09:43] Kalpesh Popat |
erp-manual:cloud:relation:customer [2026/01/21 08:42] (current) Kalpesh Popat |
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| - | ===== Scenario 3: Add more contacts | + | ===== Scenario 3: Add more contacts or change default ===== |
| If a customer has multiple contact: example contact details of the accounts person, or the secretary, then follow the below steps to add more contact | If a customer has multiple contact: example contact details of the accounts person, or the secretary, then follow the below steps to add more contact | ||
| Line 72: | Line 72: | ||
| + | ===== Scenario 4: Add more addresses or change default ===== | ||
| + | |||
| + | If a customer has multiple address: example office address, home address, then follow the below steps to add more address | ||
| + | |||
| + | * **Go to** the **Customer Management** menu | ||
| + | * **Search** for the customer that needs to be modified | ||
| + | * **Open** the customer record | ||
| + | |||
| + | You can **search using various filters**: Name, address, mobile, email, or customer id | ||
| + | |||
| + | Customer name is also **displayed as a link in Sales order / Invoice**. You can **click on this link** to open the customer detail | ||
| + | |||
| + | ==== Add more address ==== | ||
| + | After customer record is opened by following above steps | ||
| + | |||
| + | * Go to the tab labeled Contact / Address | ||
| + | * Find the button **Add Address** and click | ||
| + | * This will open a popup | ||
| + | * Fill the following **information**: | ||
| + | * Click **confirm** button in the popup | ||
| + | * Click **Save** on top of the screen to save the changes made to the customer record | ||
| + | |||
| + | ==== Edit existing address ==== | ||
| + | * Go to the tab labeled Contact / Address | ||
| + | * Find the contact that you want to edit | ||
| + | * Click on the **edit** button (looks like a pen) | ||
| + | * This will open a popup | ||
| + | * Make the necessary changes | ||
| + | * **Change default address**: If you want to change the default address then click on **Set default** for that address in the popup | ||
| + | * Click **confirm** button in the popup | ||
| + | * Click **Save** on top of the screen to save the changes made to the customer record | ||
| + | |||
| + | Note: Default address is used for display in the search screen and in the reports and prints | ||
| + | |||
| + | |||
| + | ===== Scenario 5: Provide personal details ===== | ||
| + | * **Go to** the **Customer Management** menu | ||
| + | * **Search** for the customer that needs to be modified | ||
| + | * **Open** the customer record | ||
| + | * Go to the tab labeled Profile | ||
| + | * Provide the details as necessary | ||
| + | * **Birth date**: This information is used by the system to notify about an upcoming birthday | ||
| + | * Provide **other personal details**: Marriage date, zodiac, gender etc as necessary to provide a service to the customer | ||
| + | |||
| + | **Note**: It is important to get the consent of the customer to record the personal details | ||
| + | |||
| + | ==== Alternate option for quick edit ==== | ||
| + | * **Go to** the **Customer Management** menu | ||
| + | * **Search** for the customer that needs to be modified | ||
| + | * In the account name column: Click on the **Edit button** next to the name | ||
| + | * This will open a popup to edit: **General details, Tax and Personal details** | ||
| + | * In the Personal Details tab: You can provide the birth date, and other personal details | ||
| + | * Make changes as necessary and click **Confirm** to save | ||
| + | |||
| + | |||
| + | ===== Scenario 6: Mark customer as duplicate ===== | ||
| + | |||
| + | When a duplicate customer is created, or you find a duplicate entry from the past data | ||
| + | |||
| + | Follow the below steps to mark the customer as duplicate: | ||
| + | |||
| + | * Identify which customer record you want to be mark as duplicate and which will become the main | ||
| + | * Search the customer you want to mark as duplicate | ||
| + | * Click on the **Edit button** next to the name in the search screen to open quick editor popup | ||
| + | * In the popup you will see the label: **Parent Id.** | ||
| + | * In Parent Id, select the main customer. | ||
| + | * Click on **Confirm** button | ||
| + | |||
| + | Note: Duplicate entry will disappear from the main search screen and it will show under " | ||
| + | |||
| + | |||
| + | ===== Scenario 7: Mark customer as inactive ===== | ||
| + | |||
| + | If a customer is inactive for any reason and you do not wish to deal with it further. You cannot delete the record as it will affect existing sales / leads entry. Instead of deleting the customer the better way is to change the status of the customer. | ||
| + | |||
| + | Follow the steps below to change the customer status: | ||
| + | * **Go to** the **Customer Management** menu | ||
| + | * **Search** for the customer that needs to be modified | ||
| + | * **Open** the customer record | ||
| + | * Go to the tab labeled General | ||
| + | * Next to the label **Status**, there is an arrow, click on it | ||
| + | * Choose the status that is appropriate: | ||
| + | * and then Click **Save** button on top | ||
| + | |||
| + | This customer will not appear while making a new Sales / Leads entry | ||
| + | |||
| + | |||
| + | ===== Important Data Points ===== | ||
| + | |||
| + | * Account Name should be correct as per the legal requirement | ||
| + | * If Account Name belongs to company, set **Is Company** to yes | ||
| + | * If the Account is company, then **tax id** is important. | ||
| + | * Name of the Account must match with the name in Odoo, otherwise it will cause problem with synching with Odoo and with accounting reports. | ||
| + | * Birth date is important to maintain a relation with the customer | ||
erp-manual/cloud/relation/customer.1768729391.txt.gz · Last modified: 2026/01/18 09:43 by Kalpesh Popat
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