연락처¶
Contacts are created in the Contacts application for all entities that are part of a company’s business, whether as a customer, a vendor, or in some other capacity. A contact record is a repository of vital information for both individuals and companies, facilitating communication and business transactions.
Contact form and basic fields¶
To create a new contact, navigate to the , and click the New button. A new form appears where various contact information can be added.
Enter the name of the contact in the Name (company or person) field. This field is mandatory.
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Contacts for individuals can be linked to contacts for companies by selecting the associated company contact in the Company Employer field.
In the Email field, enter the email address with the domain. In the
Phone field, enter the contact’s phone number. Enter the
Address of the contact. Finally, enter the Tax Identification Number (TIN)
the contact uses for tax and accounting purposes. If the contact is not subject to taxation, a /
may be entered in this field. If it’s necessary to add the DUNS number to the contact, this can be
added by clicking the (plus) button.
추가 필드¶
The following fields are also available on the contact form to help create a more complete entry for this individual or company in the database:
Job Position: This field captures the position or title of the contact, if relevant.
Website: This field captures a relevant website address for the contact, starting with
httporhttps.Partner Level: This field is a drop-down menu where the designated partner level for this contact can be selected.
Language: This field captures the language used by the contact. All of the emails and documents generated by the database that are sent to this contact are translated into the selected language.
Tags: This field allows preconfigured and custom tags to be entered to make it easier to search for and identify the contact within the database. Type the tags into the field or click the drop-down menu and select one. To create a new one, type the new tag in the field, and click Create or Create and edit from the resulting drop-down menu.
연락처 탭¶
On the Contacts tab, additional contacts can be added that are associated with the current contact form and any related addresses. For example, if the current Contact form is meant to cover a vendor company, contacts added through the Contacts tab can be easily identified as employees of that company.
This can also be used to associate multiple addresses with the current contact form. To do so, click Add Related Contacts in the Contacts tab. Doing so brings up the Create Related Contacts form, in which additional addresses can be configured as regular contacts, addressess for invoices and deliveries, and other needs.
On the Create Related Contacts pop-up form, select one of the following options:
Contact: This option adds another contact to the existing contact form.
Invoice: This option adds a specific invoice address to the existing contact form.
배송：기존 연락처 양식에 특정 배송 주소를 추가하는 옵션입니다.
FACe 센터：기존 연락처 양식에 FACe 센터 전용 배송 주소를 추가하는 옵션입니다.
기타：기존 연락처 양식에 다른 주소를 추가하는 옵션입니다.
옵션을 선택한 후, 지정된 주소 유형에 사용할 해당 연락처 정보를 입력합니다. Odoo는 판매 프로세스의 관련 단계에서 청구서 및 배송 주소를 참조합니다.
판매 및 매입 탭¶
영업 및 구매 탭은 영업, 구매 또는 POS 앱이 설치되어 있는 경우에만 표시됩니다. 이러한 각 앱을 설치하면 이 탭에 해당 섹션이 추가됩니다.
판매 섹션¶
영업 항목에서 연락처를 담당할 특정영업담당자를 지정할 수 있습니다. 이를 설정하려면영업담당자 드롭다운 필드를 클릭하고 원하는 담당자를 선택합니다. 새영업담당자를 생성하려면 사용자 이름을 입력하여 초대합니다.
필요한 경우가격표나결제 조건을 설정할 수도 있습니다. 적절한가격표를 선택하려면가격표 드롭다운 메뉴를 클릭합니다.결제 조건 옆의 드롭다운 메뉴를 클릭하여 미리 설정된결제 조건 중 하나로 변경하거나추가 검색을 선택하여 다른 항목을 찾거나 새로 만듭니다.
결제 방법 필드를 클릭하여 드롭다운 메뉴에서 옵션을 선택합니다.
배송 방법 필드를 클릭하여 드롭다운 메뉴에서 옵션을 선택합니다.
데이터베이스에 설치된 앱과 활성화된 구성에 따라 이 섹션에 다른 옵션이 표시될 수도 있습니다.
POS 섹션¶
POS 항목에서 이 연락처를 식별하는 데 사용할바코드를 입력합니다.
매입 섹션¶
구매 항목에서 이 연락처에 대한:abbr:`견적 요청서 그룹화`(RFQ) 방식을 선택합니다.
주문 시：주문 제작(MTO) 보충을 제외한 보충 필요분을 하나로 묶는 옵션입니다.
매일：도착 예정일이 같은 날짜인 보충 필요분을 하나로 묶는 옵션입니다.
매주：도착 예정일이 같은 주 또는 같은 요일인 보충 필요분을 하나로 묶는 옵션입니다.
항상：보충 필요분을 항상 하나로 묶는 옵션입니다.
견적 요청서를 항상 동일한 사용자에게 배정해야 하는 경우 기본구매자를 선택합니다.
여기에서결제 조건, 기본결제 방법,1099 Box 정보를 지정합니다. 아울러입고 알림도 여기에서 설정할 수 있습니다. 해당 연락처로부터 구매 시 사용할공급업체 통화를 선택합니다.
재정 정보¶
이 연락처에 :guilabel:`재정 위치`를 할당하려면 드롭다운 메뉴에서 선택하십시오.
기타 섹션¶
Under the Misc heading, enter a Company ID if applicable. Use the Reference field to add any additional information or notes for this contact.
다중 회사 데이터베이스에서 이 연락처가 한 회사에만 액세스할 수 있어야 하는 경우 회사 필드 드롭다운 목록에서 선택하십시오. 이 연락처의 게시를 하나의 웹사이트로 제한하려면(여러 웹사이트가 있는 데이터베이스에서 작업하는 경우) 웹사이트 드롭다운 메뉴를 사용하십시오.
/customers 웹사이트 페이지에 게시된 고객을 필터링하는 데 도움이 되도록 하나 이상의 웹사이트 태그`를 선택하십시오. 드롭다운 메뉴에서 이 연락처의 :guilabel:`업종`을 선택하십시오. 이 연락처에 *헬프데스크* SLA 정책을 할당하려면 :guilabel:`SLA 정책 필드를 사용하십시오.
회계 탭¶
The Accounting tab appears when the Accounting application is installed. Here, a user can add any related Bank accounts or set default accounting journals. Trusted business partners may have Auto-post bills enabled, allowing for bills to post automatically, never, or after 3 validations without edits.
Under the Customer Invoices heading, the Peppol ID field is used for relevant tax identification information.
파트너 배정 탭¶
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.
메모 탭¶
The Notes tab is a field where notes for other users can be left on the contact form. There are no settings that can be configured within this tab.
UBO 탭¶
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. The fields visible here may change depending on the other apps installed in the Odoo database, as well. The UBO tab is only present when the Equity app is installed.
UBO 탭에 필요한 정보를 요청하려면 작업 아이콘을 클릭한 다음 :guilabel:`UBO 양식 요청`을 선택하여 연락처에 이메일을 보내십시오.
화면¶
The Contacts app’s dashboard offers five different views to help manage contacts at a glance. These views are:
List: Displays contacts in a detailed list, allowing for easy viewing of detailed individual records, including graphical representations of the smart buttons that appear on each contact’s form. This is the default view upon opening the app.
Kanban: Displays contacts as tiles resembling business cards. This view presents the same information as the list view, but in a more visual format. It also shows any tags associated with a contact, which are not visible in List view.
Map: Displays a map with pins for contacts with address information on their form. All contacts, including those without address information, are displayed in a sidebar. Pins on the map may be moused over to highlight the corresponding contact in the sidebar. The forms of contacts may be opened by clicking them in the sidebar. Addresses associated with more than one contact have a number on them to denote how many contacts have that location on their forms.
Hierarchy: Displays contacts as tiles resembling business cards, similar to the Kanban view. This view adds a # Contacts button to contacts that have other records associated with them. When clicked, this button rearranges the page to showcase the contact information for those associated records, making it easy to view at a glance which contacts are employees or otherwise affiliated with each other.
Activities: Displays a grid of all contacts with associated upcoming activities. Activities can also be scheduled and managed from within this view and are tracked on the contact’s chatter. Please note, this view does not directly interface with apps such as the CRM app, because those apps may be referencing Contact app data, but tracking something separate, such as Opportunities.
연락처 보관하기¶
If a user decides they no longer want to have this contact active, the record can be archived. To do that, click into an individual contact in any of the views, or select multiple contacts at once in List view. Click the Actions menu and click Archive. Then, click the Archive button in the resulting Confirmation pop-up window.
Archived contacts can be searched for with the Archived filter in the search bar. Archived contacts have an Archived banner denoting their status.
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To unarchive contacts, just click into the contact or select it and use the Actions menu again and click Unarchive. Upon doing so, the Archived banner is removed and the contact is restored.