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Working with Odoo 10

You're reading from   Working with Odoo 10 One stop guide for your enterprise needs

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Product type Paperback
Published in Jan 2017
Publisher Packt
ISBN-13 9781786462688
Length 426 pages
Edition 2nd Edition
Tools
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Author (1):
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Greg Moss Greg Moss
Author Profile Icon Greg Moss
Greg Moss
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Toc

Table of Contents (18) Chapters Close

Preface 1. Setting Up Odoo 10 FREE CHAPTER 2. Installing Your First Application 3. Exploring Customer Relationship Management in Odoo 10 4. Purchasing with Odoo 5. Making Goods with Manufacturing Resource Planning 6. Configuring Accounting Finance 7. Administering an Odoo Installation 8. Implementing the Human Resources Application 9. Understanding Project Management 10. Creating Advanced Searches and Dashboards 11. Building a Website with Odoo 12. Implementing E-Commerce with Odoo 13. Customizing Odoo for Your Business 14. Modifying Documents and Reports 15. Discovering Custom Odoo Modules 16. Comparative Analysis of Community vs Enterprise Edition appA. Locating additional Odoo resources

Creating your first customer


Helpful instructions prompt you to begin entering your first customer into Odoo by clicking the Create button:

This is the Odoo Customers form. Clicking Create will generate a customer record.

Silkworm sells t-shirts to both businesses and retail customers. For this example, we will use a fictional customer named Mike Smith who wishes to purchase several t-shirts. Odoo offers flexibility in collecting customer information, and by default, most fields are not required. If you see a field that is purple, that is a required field. In Odoo 10, the only required field for customers is the name.

The rest of the fields are optional. Later we will learn how you can configure Odoo to make additional fields required.

In this example, we have filled out some of the basic fields for our fictional customer, Mike Smith:

Is this customer a company?

At the very top of the form is a radio selection option to inform Odoo if this customer is an individual or a company. For our example...

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