erp-manual:cloud:relation:customer
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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erp-manual:cloud:relation:customer [2026/01/21 08:18] Kalpesh Popat [Scenario 6: Mark customer as duplicate] |
erp-manual:cloud:relation:customer [2026/01/21 08:42] (current) Kalpesh Popat |
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| * **Go to** the **Customer Management** menu | * **Go to** the **Customer Management** menu | ||
| * **Search** for the customer that needs to be modified | * **Search** for the customer that needs to be modified | ||
| - | * In the account name column: Click on the **Pen button** next to the name | + | * 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** | * 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 | * In the Personal Details tab: You can provide the birth date, and other personal details | ||
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| Note: Duplicate entry will disappear from the main search screen and it will show under " | 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.1768983501.txt.gz · Last modified: 2026/01/21 08:18 by Kalpesh Popat
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