How To Create New Customers With Odoo 14

Sales Module

In order for this exercise/ practice to succeed you need to download the Sales App

Step 1

To access your current customer list

Sales > Orders > Customers

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Step 2

When you are in the customer list clear the search bar in order to have access to all of your current customers.

Now to create a New Customer, click Create.

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Step 3

You will be redirected to a similar page. 

You will need to fill in the required information, in order to successfully save the New Customer.

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The slide show is a step by step tutorial on what information you need to collect from your customer in order to have a successful delivery or service.

Contacts And Addresses

The different list of addresses is a necessity because the customer might want to hire your company for personal or business reasons. 

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Depending on the client's order your company will be able to automatically distinguish between a personal delivery or a business request.

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New Customer

As you can see the process is very simple and effective. You do not want to mistake your client's personal and business address because it will affect your business negatively

That's why an automated system, allows you to have full access to an organized database. 

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Odoo • Image and Text

End Result

As you can see the end result, should look similar to the picture.

50,000+ companies run Odoo to grow their businesses.

For Any Additional Information, Contact Us

How To Create New Customers With Odoo 14
Ali Atwi November 16, 2020
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