联系人¶
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.
联系登记表¶
To create a new contact, navigate to the , and click New. A new form appears where various contact information can be added.
联系方式¶
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.
小技巧
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.
其他字段¶
其他详细信息包含在初始表格中。以下字段可用：
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.
网站：输入完整的网站地址，以
http或https开头。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.
标签：在字段中输入预设标签，或点击下拉菜单并选择一个。要创建新标签，请在字段中键入新标签，然后点击下拉菜单中的 创建。
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:
联系人：在现有联系表单中添加另一个联系人。
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.
选择选项后，输入指定地址类型应使用的相应联系信息。
在下面添加 联系人姓名、地址、电子邮件`以及 :guilabel: 电话和/或 :guilabel:` 手机号码。
Set the Job Position, which appears if the Contact address type has been selected. This is similar to the Person contact.
要添加备注，请点击 备注 旁边的文本字段，然后写入任何适用于客户或联系人的内容。
然后，点击 保存并关闭 保存地址，并关闭 创建联系人 窗口。或者，点击 保存并新建 保存地址，并立即输入另一个地址。
销售和采购选项卡¶
其次是 销售和采购 选项卡，只有在安装了*销售*、采购，**或***销售点*应用程序时才会出现。
可以在 销售与采购 选项卡上设置 财政状况。从下拉菜单中选择:guilabel:财政状况。
销售部分¶
在 销售 标题下，可为联系人指定特定的 销售人员。要执行此操作，请点击 销售人员 下拉字段并选择一个。键入用户名并进行适当选择，创建新的 销售人员 。
如果需要，还可以设置某些 付款条款 或某个 价目表 。点击 付款条款 旁边的下拉菜单，将其更改为预选的 付款条款 中的一个，或 创建 一个新的。选择 价目表 下拉菜单，选择合适的 价目表。
点击 送货方式 字段，从下拉菜单中选择一个选项。
销售点部分¶
Under the Point Of Sale heading, enter a Barcode that can be used to identify the contact.
采购部分¶
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.
杂项¶
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.
会计选项卡¶
安装 会计 应用程序后，会出现 会计 选项卡。用户可在此添加任何相关的 银行账户 或设置默认的 会计分录。
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.
合作伙伴分配选项卡¶
接下来是 合作伙伴分配 选项卡，默认情况下包括 地理位置 部分和其他合作伙伴选项，包括 激活合作伙伴 和 合作伙伴回顾 配置。只有在安装 经销商 模块时才会出现这些配置。
参见
有关在网站上发布合作伙伴的更多信息，请参阅 经销商文档 。
内部备注选项卡¶
在 会计 选项卡之后是 内部说明 选项卡，可以在此联系表单上留下备注，就像在上述联系表单上一样。
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.
存档联系人¶
如果用户决定不再使用该联系人，可以将记录存档。要执行此操作，请转到联系人表单顶部的 操作`菜单，然后点击 :guilabel:`存档。
Then, click Archive from the resulting Confirmation pop-up window.
如果联系人已成功存档，如顶部的横幅所示，则不会显示在主联系人页面，但仍可使用 已存档 筛选器进行搜索。
小技巧
如果用户决定再次使用联系人，可以*取消存档*。要执行此操作，只需再次点击已存档联系人表单顶部的 操作`菜单，然后点击 :guilabel:`取消存档。这样，:guilabel:`存档`横幅就会移除，联系人也会恢复。