聯絡人¶
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.
聯絡人表單¶
To create a new contact, navigate to the , and click New. A new form appears where various contact information can be added.
聯絡人類型¶
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.
小訣竅
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.
額外欄位¶
初始輸入表單中，也有其他詳細資訊。可用的欄位包括：
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.
網站：輸入完整網站位址，網址須以
http或https起首。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.
標籤：可在欄位中輸入名稱，或從下拉式選單中直接選擇，以選取預先配置的標籤。若要建立新標籤，可在欄位中輸入新標籤的名稱，然後在顯示的下拉式選單中，按一下 建立。
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:
聯絡人：將另一名聯絡人加入目前的聯絡人表單中。
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.
選取了選項後，請按照指定的地址類型，輸入相應的聯絡資訊。
在下方，加入 聯絡人姓名 、 地址 、 電郵 以及 電話 及/或 手機 號碼。
Set the Job Position, which appears if the Contact address type has been selected. This is similar to the Person contact.
若要加入備註，請按一下 備註 旁邊的文字欄位，然後輸入適用於客戶或聯絡人的任何附註。
之後，按一下 儲存並關閉 以儲存地址，並關閉 建立聯絡人 視窗。或者，按一下 儲存並新增 儲存地址，並立即開始輸入另一項地址記錄。
銷售及採購分頁¶
之後是 銷售及採購 分頁。只有在安裝了 銷售 、 採購 或 POS （銷售點管理）應用程式時，才會顯示此分頁。
你可在 銷售及採購 分頁中，設定 財務規則。點選下拉式選單，即可選擇 財務規則。
銷售部份¶
你可在 銷售 標題下，為聯絡人指派特定的 銷售人員。要執行此操作，請按一下 銷售人員 下拉式欄位，然後選擇一名所需的銷售員。你亦可輸入使用者姓名，並點選適當的選項，以建立新的 銷售人員。
如有需要，你也可以為聯絡人設定指定 付款條件 或指定 價目表。你可按一下 付款條件 旁邊的下拉式選單，將其變為其中一項已預先選擇的 付款條件，或 建立 一項新的付款條件。點選 價目表 下拉式選單，以選擇適當的 價目表。
點選 送貨方式 欄位，以從下拉式選單中選擇適當選項。
POS 銷售點部份¶
Under the Point Of Sale heading, enter a Barcode that can be used to identify the contact.
採購部份¶
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.
雜項部份¶
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.
會計分頁¶
安裝 會計 應用程式後，系統會顯示 會計 分頁。在該處，使用者可加入任何相關的 銀行賬戶，或設定預設的 會計記項。
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.
合作夥伴指派分頁¶
之後是 合作夥伴指派 分頁。預設情況下，此分頁包括 地理位置 部份及其他與合作夥伴相關的選項，例如 合作夥伴啟動 及 合作夥伴審核 的配置。這些選項 只會 在安裝了 經銷商 模組後，才會顯示。
也參考
請參閱 經銷商使用說明 ，以了解更多有關在網站上發佈合作夥伴資訊的詳情。
內部備註分頁¶
在 會計 分頁之後，是 內部備註 分頁，可用作為此聯絡表單留下備註，如前述的聯絡表單一樣。
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.
封存聯絡人¶
若使用者決定不再保持該聯絡人在生效狀態，可將記錄封存。要執行此操作，請前往聯絡人表單頂部的 操作 選單，然後按一下 封存。
Then, click Archive from the resulting Confirmation pop-up window.
聯絡人記錄成功封存後，會如頂部的橫幅所示，不會再在聯絡人主頁面中顯示。不過，已封存的記錄仍可透過 已封存 篩選器搜尋。
小訣竅
若使用者需要再次使用該聯絡人，可將之 取消封存 。要執行此操作，只需在已封存的聯絡人表單的頂部，再按一下 操作 選單，然後按 取消封存。完成此操作後，已封存 橫幅會被移除，並將聯絡人恢復至生效狀態。