İçereği Atla
Bu soru işaretlendi
customeraddress_booksupplier
1 Cevapla
6830 Görünümler
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
Vazgeç
Avatar
Ray Carnes
En İyi Yanıt

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
Vazgeç
gunnar
Üretici

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
Üretici

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.

İlgili Gönderiler Cevaplar Görünümler Aktivite
Trying to only show suppliers and customers only in accounting app Çözüldü
customer supplier vendor
Avatar
Avatar
2
May 24
3762
Hiding columns in Sales Invoice list view
customer supplier account.invoice
Avatar
Avatar
2
Ağu 15
6800
Standard field for vat number of supplier - customer
customer vat supplier
Avatar
Avatar
2
Mar 15
11626
How can i assign a specific supplier purchase pricelist with a customer ?
customer supplier pricelist
Avatar
0
Mar 15
4324
How can i assign a specific supplier purchase pricelist with a customer ?
customer supplier 6.1.1
Avatar
Avatar
2
Mar 15
5896