Customer Management

• When in the sales or invoice screen
• Click Edit button in the Header section
• Click on the + button next to the customer label
• This will open a popup

In the General tab

• Account name: Legal name required for accounting and printing in the invoice
• Address: Address that is required for accounting, communication and printing, Provide street address, city, country and pincode as needed
• Title, First name, last name: These are the details of the contact person
• Mobile, Email: Important for communication with the customer, followups and maintaining relationship
• Is Company: Select this if the Account name refers to a company

The address and contact details provided here will be added as a default address, and default contact for that account.

In the Tax tab

• Provide the tax id applicable as per the government rules

In the Personal Details tab

• 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

Note: The tax and contact details provided here are automatically linked to a new sales order

• Go to the Customer Management menu
• Click Quick Add button in the search screen
• This will open a popup
• Provide the details in the same way as the steps given in the Scenario 1 above

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

• 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

After customer record is opened by following above steps

• Go to the tab labeled Contact / Address
• Find the button Add Contact and click
• This will open a popup
• Fill the following information: Contact type, Title, First name, Last name, Mobile, Email
• Click confirm button in the popup
• Click Save on top of the screen to save the changes made to the customer record

• 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 contact: If you want to change the default contact then click on Set default for that contact 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 contact is used for display in the search screen and in the reports and prints

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

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: Address type, Street address, city, country, pincode
• Click confirm button in the popup
• Click Save on top of the screen to save the changes made to the customer record

• 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

• 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

• 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

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 “Duplicate” section of the search screen

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: Inactive, Expired, Not interested, etc
• and then Click Save button on top

This customer will not appear while making a new Sales / Leads entry

• 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