erp-manual:cloud:relation:customer
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision | |||
|
erp-manual:cloud:relation:customer [2026/01/21 08:35] Kalpesh Popat |
erp-manual:cloud:relation:customer [2026/01/21 08:42] (current) Kalpesh Popat |
||
|---|---|---|---|
| Line 158: | Line 158: | ||
| This customer will not appear while making a new Sales / Leads entry | 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.1768984540.txt.gz · Last modified: 2026/01/21 08:35 by Kalpesh Popat
Page Tools
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Noncommercial 4.0 International
This site is Hosted & Managed By: SARAS ennovations
