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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:
- Access the Contacts Module: Start in the Contacts module.
- Create a New Record: Click the Create button at the top to open a new blank customer card.
- 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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If no matching customer card is found in Odoo, what action should you take?
2.
When creating a customer card, what information must you confirm first?
3.
What is the minimum required information for an individual customer card?
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When creating a company customer card, what additional information is needed beyond the company’s name?
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