How to Create a Customer Card in Odoo

Creating a new customer card in Odoo is straightforward and ensures accurate, organized records. Follow these steps:

  1. Access the Contacts Module: Start in the Contacts module.
  2. Create a New Record: Click the Create button at the top to open a new blank customer card.
  3. Enter Customer Information:
    • Name: Enter the customer's full name or business name.
    • Contact Information: Fill in the phone number, email address, and address details.
    • Tags & Categories: Use tags to categorize customers by type, region, or other relevant identifiers.
    • Customer/Supplier Checkboxes: Indicate whether this card is for a customer, a supplier, or both.

     4. Save the Card: Once all required fields are completed, click Save to add the customer card to the system.

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