User Docs
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Sales
- Sales
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Dashboard
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To Invoice
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Reports
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Configuration
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Accounting
- Accounting
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Dashboard
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Vendors
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Accounting
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Configuration
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Inventory
- Overview
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Dashboard
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Products
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Adjustments
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Purchase
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Invoices
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Products
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Human Resources
- HR
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Dashboard
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Employees & Contracts
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Configuration
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Manufacturing
- Manufacturing
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Dashboard
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Production
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Resources & Quality
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Configuration
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Project Management
- Project Management
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Dashboard
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Projects & Tasks
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Planning & Reporting
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Configuration
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Marketing
- Marketing
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Dashboard
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Campaigns & Emails
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Events & Social
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Configuration
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Point of Sale
- POS Overview
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Dashboard
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Orders & Customers
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Products & Inventory
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Configuration
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Reports
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General Settings
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Companies
Target Audience
System Overview
Customers
To build and manage the records of the customers of your business, you will receive a distinct platform in the Odoo 17 Sales module. The Customers platform is located under the Orders menu, as illustrated below.
With the help of the New button, you may now configure a new customer. You can set up a
new customer profile with the name of a person or business. The customer's name may be
mentioned in the designated area. After that, you can set up the client's necessary
information, including address, tax identification number, phone, mobile, email,
website, language, and tags.
You can add the customer's information
Under the Sales & Purchase tab, the specifics necessary for the sales and purchase-related operations with the customer can be defined.
Under the Accounting tab, the customer's accounting information can be defined.