📄 How to Set Up a New Customer or Supplier
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🧾 How to Set Up a New Customer or Supplier


Creating a customer in Odoo means adding a contact record that will be used for:

  • Quotations & Sales Orders

  • Invoices & Payments

  • Project Assignments

  • Delivery & Storage Locations

  • CRM activities like calls and follow-ups

Odoo uses one shared contact list (called res.partner) for customers, vendors, contacts, and leads — so you just add the right details and flags.

✅ 1. Navigate to the Contacts App

Go to:

Contacts > Create

(Or from Sales / Invoicing > Customers > Create)

📝 2. Fill in Basic Customer Details

Required:

FieldWhat to Enter
NameCustomer company name or individual name
Is a CompanyTick if it’s a business (leave unticked for individuals)
AddressFull address – used for delivery & billing
EmailUsed for invoices, quotes, communications
Phone/MobileOptional but useful for follow-up

Optional (but recommended):

FieldPurpose
WebsiteUseful for identification or marketing
TagsAdd tags like Storage, Hire, Sales
SalespersonAssign internal owner (auto-assign quotes)

💰 3. Add Sales & Accounting Details (if known)

Scroll down to Sales & Purchase and Accounting tabs.

Sales Tab:

FieldDescription
Payment TermsE.g. 30 Days End of Month, Immediate

Accounting Tab:

FieldDescription
Receivable AccountNormally filled automatically
Fiscal PositionUsed for VAT mapping, if needed
Bank DetailsIf refunds or direct debits needed
Customer TaxesApplied to sales invoices automatically

🧑‍🤝‍🧑 4. Add Contact People (Optional but Useful)

You can add individual people under a company:

  1. Open the company record

  2. Click “Add” under the Contacts & Addresses section

  3. Choose "Contact" or "Invoice"/"Delivery Address"

  4. Enter their name, email, phone etc.

This is useful for:

  • Sending quotes to specific buyers

  • Managing who receives invoices

  • Setting delivery points or site contacts

💾 5. Save the Record

Click Save (top left). The customer is now ready to use in:

  • Quotations

  • Sales Orders

  • Invoices

  • CRM leads/opportunities

  • Projects and tasks

🔍 6. Find Your New Customer

You can search for the customer in:

  • Sales > Customers

  • Invoicing > Customers

  • Contacts

Use search bar with filters like:

  • Name

  • Tag

  • Salesperson

  • Archived = False

🧠 Best Practices

  • 🧾 Create the company first, then link individual people (avoid duplicates)

  • 🔍 Avoid duplicate entries — Odoo will warn you or you can search first before creating

  • 🧮 Set payment terms and tax rules upfront to save time later