Kontak¶
The Contacts application comes installed on all Odoo databases. Contacts are created for customers the company does business with through Odoo. A contact is a repository of vital business information, facilitating communication and business transactions.
Formulir kontak¶
To create a new contact, navigate to the , and click Create. A new form appears where various contact information can be added.
Tipe kontak¶
Odoo allows for both Individual and Company contacts. Select either Individual or Company, depending on the type of contact that is being added.
Nama¶
First, fill in the name of the Individual or Company. This is how the name appears throughout the database. This field is mandatory.
Tip
Individual contacts can have a Company contact linked to it. After selecting Individual, a new Company Name... field appears below the first name field.
Alamat¶
Next, enter the Address of the Company or Individual.
Tip
If the Individual option is chosen, then the type of address can be chosen from a drop-down menu. Options for this drop-down menu include: Contact, Invoice Address, Delivery Address, Other Address, and Private Address.
Field tambahan¶
Detail tambahan disertakan pada formulir awal. Tersedia field berikut:
VAT: Value Added Tax number.
Citizen Identification: citizen or government identification number (only available on Individual).
Job Position: list the job position of the Individual (only available on Individual).
Phone: list phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking the desired option.
Mobile: list mobile phone number (with country code). Make a call, send an SMS, or WhatsApp message by hovering over the field on the saved form, and clicking on the desired option.
Email: enter the email address with the domain.
Website: masukkan alamat website lengkap, dimulai dengan
httpatauhttps.Title: select Doctor, Madam, Miss, Mister, Professor, or create a new one directly from this field.
Tag: masukkan tag yang telah dikonfigurasi dengan mengetikkannya di kolom, atau klik menu drop-down, dan pilih salah satu. Untuk membuat tag baru, ketik tag baru di kolom, dan klik Buat dari menu drop-down yang muncul.
Contacts & Addresses tab¶
At the bottom of the contact form are several tabs. On the Contacts & Addresses tab, contacts can be added that are associated with a Company and related addresses. For example, a specific contact person for the company can be listed here.
Multiple addresses can be added on both Individual and Company contacts. To do so, click Add in the Contacts & Addresses tab. Doing so reveals a Create Contact pop-up form, in which additional addresses can be configured.
On the Create Contact pop-up form, start by clicking the default Other Address field at the top to reveal a drop-down menu of address-related options.
Select any of the following options:
Kontak: menambahkan kontak lain ke formulir kontak yang sudah ada.
Invoice Address: adds a specific invoice address to the existing contact form.
Delivery Address: adds a specific delivery address to the existing contact form.
Other Address: adds an alternate address to the existing contact form.
Private Address: adds a private address to the existing contact form.
Setelah opsi dipilih, masukkan informasi kontak yang sesuai yang harus digunakan untuk tipe alamat yang ditentukan.
Tambahkan Nama Kontak, Alamat, Email, beserta nomor Telepon dan/atau Ponsel di bawah ini.
Set the Job Position, which appears if the Contact address type has been selected. This is similar to the Individual contact.
Untuk menambahkan catatan, klik kolom teks di samping Catatan, dan tulis apa pun yang berlaku untuk pelanggan atau kontak tersebut.
Kemudian, klik Simpan & Tutup untuk menyimpan alamat, dan menutup jendela Buat Kontak. Atau, klik Simpan & Baru untuk menyimpan alamat, dan langsung masukkan alamat lainnya.
Tab Sales & Purchase¶
Selanjutnya adalah tab Sales & Purchase, yang hanya muncul ketika aplikasi Sales, Purchase, atau POS diinstal.
Posisi Fiskal dapat diatur di tab Sales & Purchase. Pilih Posisi Fiskal dari menu drop-down.
Bagian Sales¶
Di bawah heading Sales, Salesperson tertentu dapat ditetapkan ke kontak. Untuk melakukannya, klik menu tarik-turun Salesperson, dan pilih salah satu. Buat Salesperson baru dengan mengetikkan nama user dan membuat pilihan yang sesuai.
Termin Pembayaran tertentu, atau Daftar Harga tertentu, juga dapat diatur bila perlu. Klik menu drop-down di samping Termin Pembayaran, dan ubah ke salah satu Termin Pembayaran yang sudah dipilihkan, atau Buat yang baru. Pilih menu drop-down Daftar Harga untuk memilih Daftar Harga yang sesuai.
Klik kolom Metode Pengiriman untuk memilih opsi dari menu dropdown.
Bagian Point of Sale (POS)¶
Under the Point Of Sale heading, enter a Barcode that can be used to identify the contact. Use the Loyalty Points field to track points the user won as part of a Loyalty Program.
Bagian pembelian¶
Specify Payment Terms, 1099 Box information, and a preferred Payment Method here. A Receipt Reminder can be set here, as well.
Bagian Lain-lain¶
Under the Misc. heading, use Reference field to add any additional
information for this contact. If this contact should only be accessible for one company in a
multi-company database, select it from the Company field drop-down list. Use the
Website drop-down menu to restrict the publishing of this contact to one website (if
working on a database with multiple websites). Select one or more Website Tags to assist
in filtering published customers on the /customers website page. Select an Industry
for this contact from the drop-down menu. Use the SLA Policies field to assign a
Helpdesk SLA policy to this contact.
Tab Akuntansi¶
Tab Akuntansi muncul ketika aplikasi Akuntansi diinstal. Di sini, user dapat menambahkan Rekening Bank terkait, atau mengatur Entri akuntansi default.
Under the Miscellaneous heading, use the LEI field to enter a Legal Entity Identifier, if necessary.
Tab Catatan Internal¶
Setelah tab Akuntansi, ada tab Catatan Internal untuk menampung catatan pada formulir kontak ini, seperti pada formulir kontak yang disebutkan di atas.
Tab Penugasan Mitra¶
Selanjutnya adalah tab Penugasan Mitra, yang secara default menyertakan bagian Geolokasi, dan opsi mitra lainnya, termasuk konfigurasi Aktivasi Mitra dan Tinjauan Mitra. Tab ini hanya tersedia ketika modul Reseller diinstal.
Lihat juga
Ikuti dokumentasi Reseller untuk informasi selengkapnya tentang memublikasikan mitra di website.
Membership tab¶
Finally, there is the Membership tab on contact forms, which can help users manage any memberships that are being offered to this specific contact. It should be noted that this tab only appears when the Members application is installed.
Activate membership¶
To activate a contact's membership, click Buy Membership in the Membership tab of a contact form. On the pop-up window that appears, select a Membership from the drop-down menu. Then, configure a Member Price. Click Invoice Membership when both fields are filled in.
Alternatively, to offer a free membership, tick the Free Member checkbox, in the Membership tab of a contact form.
Lihat juga
Follow the Members documentation for more information on publishing members on the website.
Mengarsipkan kontak¶
Jika user memutuskan untuk menonaktifkan kontak ini, record-nya dapat diarsipkan. Untuk melakukannya, buka menu Tindakan di bagian atas formulir kontak, dan klik Arsipkan.
Then, click OK from the resulting Confirmation pop-up window.
Jika kontak ini berhasil diarsipkan, seperti yang terlihat di banner atas, kontak ini tidak muncul di halaman kontak utama, tetapi masih dapat dicari dengan filter Diarsipkan.
Tip
Kontak dapat dibatalkan pengarsipannya jika user memutuskan untuk bekerja dengannya lagi. Untuk melakukannya, cukup klik menu Tindakan lagi di bagian atas formulir kontak yang diarsipkan, dan klik Batalkan Pengarsipan. Setelah melakukannya, banner Diarsipkan akan hilang, dan kontak dipulihkan.