How to Create New Customer?

Odoo CMS - a big picture

Step 1

  1. Select "Sales" on menu.

  2. Then click "Customers" on the submenu.

  3. Click   to begin the Customers & Supplier Creation.

Odoo CMS - a big picture

Step 2

  1. Is it a company? If yes, please tick  , otherwise leave it blank.

  2. NAME: Fill in customer company's name in "Name". If you would like to change your company profile picture, kindly click  .

  3. Fill in all customer / supplier profile including (company's address, website, job position, GST no, E-mail and Contact no).

  4. Click on "Sales & Purchase" shown below to continue.

Odoo CMS - a big picture

Step 3

  1. Salesperson: Please choose your salesperson by click the  .

  2. If your company is for both customer & supplier then tick both  .

  3. Click "Accounting" to continue next step.

Odoo CMS - a big picture

Step 4

  1. This is an optional. You may prefer leave it as "Default".

  2. You may edit your "Account Receivable" and "Account Payable.

  3. When everything is complete, remember to click   or to cancel the edit, click  .