Contacten¶
Contacts are created in the Contacts application for customers the company does business with through Odoo. A contact record is a repository of vital business information, facilitating communication and business transactions.
Contact form¶
To create a new contact, navigate to the , and click New. A new form appears where various contact information can be added.
Contact type¶
Odoo supports both Person and Company contacts. Select the appropriate type for the new contact. Fill in the name of the Person or Company. This is how the name appears throughout the database. This field is mandatory.
Tip
Person contacts can be linked to a Company contact. After selecting Person, the Company field becomes visible.
In the (envelope) field, enter the email address with the domain. In the (phone) field enter the phone number with the appropriate country code. Next, enter the Address of the Company or Person.
Additional fields¶
Additional details are included on the initial form. The following fields are available:
Job Position: list the job position of the Person (only available on Person).
Tax ID: the identification number used for tax and accounting purposes.
Partner Level: select the designated partner level for this contact from the drop-down menu.
Website: enter the full website address, starting with
httporhttps.Language: enter the language used by the contact. All of the emails and documents sent to this contact are then translated to the selected language.
Tags: enter preconfigured tags by typing them in the field, or clicking the drop-down menu, and selecting one. To create a new one, type the new tag in the field, and click Create from the resulting drop-down menu.
Contacts tab¶
On the Contacts 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 Person and Company contacts. To do so, click Add Contact in the Contacts tab. Doing so reveals a Create Contact pop-up form, in which additional addresses can be configured.
On the Create Contact pop-up form, select one of the following options:
Contact: voegt nog een contact toe aan het bestaande contactformulier.
Invoice: adds a specific invoice address to the existing contact form.
Delivery: adds a specific delivery address to the existing contact form.
Other: adds an alternate address to the existing contact form.
Once an option is selected, enter the corresponding contact information that should be used for the specified address type.
Add the Contact Name, Address, Email, along with the Phone and/or Mobile numbers below.
Set the Job Position, which appears if the Contact address type has been selected. This is similar to the Person contact.
To add a note, click on the text field next to Notes, and write anything that is applicable to the customer or contact.
Then, click Save & Close to save the address, and close the Create Contact window. Or, click Save & New to save the address, and immediately input another one.
Sales & Purchase tab¶
Next, is the Sales & Purchases tab, which only appears when the Sales, Purchase, or Point of Sale applications are installed.
The Fiscal Position can be set on the Sales & Purchases tab. Select a Fiscal Position from the drop-down menu.
Verkoopgedeelte¶
Under the Sales heading, a specific Salesperson can be assigned to a contact. To do that, click the Salesperson drop-down field, and select one. Create a new Salesperson by typing the user’s name, and making the appropriate selection.
Certain Payment Terms, or a certain Pricelist, can also be set, if needed. Click the drop-down menu next to Payment Terms, and change it to one of the preselected Payment Terms, or Create a new one. Select the Pricelist drop-down menu to choose the appropriate Pricelist.
Click into the Delivery Method field to select an option from the drop-down menu.
Point Of Sale section¶
Under the Point Of Sale heading, enter a Barcode that can be used to identify the contact.
Purchase section¶
Under the Purchase heading, select how RFQs for this contact should be grouped together:
On Order: replenishment needs are grouped together except for MTO
Daily: replenishment needs are grouped if the expected arrival is the same day.
Weekly: replenishment needs are grouped if the expected arrival is the same week or week day.
Always: replenishment needs are always grouped.
Select a default Buyer if the RFQs should always be assigned to the same user.
Specify Payment Terms, 1099 Box information, and a preferred Payment Method here. A Receipt Reminder can be set here, as well. Select a Supplier Currency to be used for purchases from the contact.
Fiscal information¶
To assign a Fiscal Position to this contact, select it from the drop-down menu.
Misc section¶
Under the Misc. heading, enter a Citizen Identification number for Person contacts, or Company ID for Company contacts. 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.
Inventory section¶
Under the Inventory heading, use the Customer Location drop-down to select the stock location to be used as a destination when sending goods to this contact. Next, use the Vendor Location drop-down to selection the stock location used as a source when recieving goods from this contact. Finally, use the Subcontractor Location drop-down to idenfy a location used as both a source and destination when sending goods to this contact during a subcontracting process.
Accounting tab¶
The Accounting tab appears when the Accounting application is installed. Here, a user can add any related Bank Accounts, or set default Accounting entries.
Under the Invoice Follow-Ups heading, the Follow-up Status indicates if the contact currently has any overdue payments. To configure Reminders for this contact, use the radio buttons to select either Automatic or Manual reminders, as well as schedule the Next Reminder.
Partner Assignment tab¶
Next is the Partner Assignment tab, which by default, includes a Geolocation section, and other partner options, including Partner Activation and Partner Review configurations. These are only present when the Resellers module is installed.
Zie ook
Follow the Resellers documentation for more information on publishing partners on the website.
Internal Notes tab¶
Following the Accounting tab is the Internal Notes tab, where notes can be left on this contact form, just like on the contact form noted above.
UBO tab¶
The UBO (Ultimate Beneficial Owner) tab contains a snapshot of the Holdings information from the Equity app, as well as information for the individual contact, including their Birth Date and Birth Place.
The UBO tab is only present when the Equity app is installed.
To request the information required for the UBO tab, click the Action icon, then select Request UBO Form to send an email to the contact.
Archive contacts¶
If a user decides they no longer want to have this contact active, the record can be archived. To do that, go to the Action menu at the top of the contact form, and click Archive.
Then, click Archive from the resulting Confirmation pop-up window.
With this contact successfully archived, as indicated by a banner at the top, they do not show up in the main contacts page, but they can still be searched for with the Archived filter.
Tip
A contact can be unarchived, if the user decides to work with them again. To do that, just click the Action menu again at the top of the archived contact form, and click Unarchive. Upon doing so, the Archived banner is removed, and the contact is restored.