Skip to Content
This question has been flagged
customeraddress_booksupplier
1 Reply
6965 Views
Avatar
gunnar

hi,

can anyone explain the relation between the module "Address Book" (technical 'contacts') and Customers, Suppliers or the home address of an employee?

Could it be a first step to set up an Address book and then later one once proceeding to Sales/CRM- or Purchase-management for example use the existing address book entries? Or in other words: do these Modules use the same database entries for and Address or a phone number or a name? What holds me back from jumping into Sales or Purchase management right away is the necessity of accounts payable/receivable for each entry (which I don't want to touch yet and I fear in case I put something stupid there [like a dummy a/r or dummy a/p] it will hit me on the head later in time).

Avatar
Discard
Avatar
Ray Carnes
Best Answer

There is no relationship, they are all the same business object - res.partner.

You can't complete a sale or purchase without A/R and A/P. They can always be changed later, many companies use a single A/R account for every partner and a single A/P account for every partner.

Avatar
Discard
gunnar
Author

hi Ray, ... Not 100% clear what your suggestion would be. if they are the same object it should be no problem to start with just Address Book (contacts)?. OR would you recommend to jump into CRM right away because you can just use 'dummy-A/R' & 'dummy-A/R' for the time being? OR maybe it is up to one preference BECAUSE both refer to the exact same object one can just do whatever one likes?

gunnar
Author

I just realize maybe I wasn't clear enough myself. I don't want to use Sales and Purchases in OE right away. I just want to start putting all contacts,, addresses, phone # of our customers and suppliers anyone into the ERP system instead of having an Excel Sheet here, a Thunderbird Address Book there, etc.

Ray Carnes

It is fine to start importing data into the Address Book. When you are ready to use these records as Customers and Suppliers, they will be available.

Related Posts Replies Views Activity
Trying to only show suppliers and customers only in accounting app Solved
customer supplier vendor
Avatar
Avatar
2
May 24
3891
Hiding columns in Sales Invoice list view
customer supplier account.invoice
Avatar
Avatar
2
Aug 15
6898
Standard field for vat number of supplier - customer
customer vat supplier
Avatar
Avatar
2
Mar 15
11700
How can i assign a specific supplier purchase pricelist with a customer ?
customer supplier pricelist
Avatar
0
Mar 15
4414
How can i assign a specific supplier purchase pricelist with a customer ?
customer supplier 6.1.1
Avatar
Avatar
2
Mar 15
6020