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Customers

客户

You will get a separate platform in the Odoo Sales module to create and manage the records of the customers of your company. Under the Orders menu, you can find the Customers platform as shown below. The window depicted below is shown in Kanban view which can be converted to a list view also based on your requirements. The customizable Filters and Group By options will assist you in easily locating required data from the record of the customers maintained in your database.

您将在Odoo Sales模块中获得一个单独的平台，用于创建和管理您公司的客户记录。在Orders菜单下，您可以找到Customers平台，如下所示。下面描述的窗口显示在看板视图中，它也可以根据您的需求转换为列表视图。可定制的Filters和Group By选项将帮助您轻松地从数据库中维护的客户记录中找到所需的数据。

Using the small clock icon given on the right corner of each customer profile, you can effortlessly schedule various activities with them. Additionally, you can find some new updates in the kanban view of the customer window. On each customer profile, you can find the number of scheduled activities, added to favorites, purchases, and sales done by each customer. Click on these icons will directly lead you to the corresponding window where you can easily manage them.

使用每个客户配置文件右下角给出的小时钟图标，您可以毫不费力地与他们一起安排各种活动。此外，您可以在客户窗口的看板视图中找到一些新的更新。在每个客户配置文件上，您可以找到每个客户已添加到收藏夹、购买和销售的计划活动的数量。点击这些图标将直接引导您进入相应的窗口，您可以轻松地管理它们。

Now, you can configure a new customer with the help of the Create button.

现在，您可以在Create按钮的帮助下配置新客户。

You can configure a new customer profile in the name of an individual or company. The name of the customer can be mentioned in the given space. Then, you can configure the necessary details regarding the customer such as Address, Tax ID, Phone, Mobile, Email, Website, Language, and Tags.

您可以以个人或公司的名义配置新的客户配置文件。客户的名字可以在给定的空格中提到。然后，您可以配置客户的必要详细信息，如地址、税号、电话、手机、电子邮件、网站、语言和标签。

Under the Contacts and Addresses tab, you can add the contact details of the customer using the Add button.

在“联系人和地址”页签下，您可以使用“添加”按钮添加客户的联系人详细信息。

You can mention the contact details as Invoice Address, Delivery Address, Private Address, or Other Address based on the option you select. After selecting the suitable option, you can specify the Contact Name, Address, Email, Phone, and Mobile in the respective fields.

根据您选择的选项，您可以将联系方式指定为发票地址、送货地址、私人地址或其他地址。选择合适的选项后，您可以在相应的字段中指定联系人姓名、地址、电子邮件、电话和移动电话。

The details required for the sales and purchase-related operations with the customer can be defined under the Sales and Purchase tab.

可以在sales and Purchase选项卡下定义与客户相关的销售和采购操作所需的详细信息。

Under the Sales tab, you can assign a Salesperson and Sales Team in the respective fields to manage the sales operations related to this customer. By mentioning Payment Terms, this payment term will be used instead of the default one for sales orders and customer invoices. You can mention the assigned partner id in the Implemented By field. You can define a specific Pricelist for this customer in the specified field which will be used for sales instead of the default one. The customer will get an Avalara Code which can be used to cross-reference in the Avalara port. Mention the Avalara Partner Code and Avalara Exemption in the respective fields. The default delivery method to use in the sales orders of this customer can be specified in the Delivery Method field.

在Sales选项卡下，您可以在各自的字段中分配销售人员和销售团队，以管理与该客户相关的销售操作。通过提到Payment Terms，将使用此付款条款而不是销售订单和客户发票的默认付款条款。您可以在implements By字段中提到分配的合作伙伴id。您可以在指定字段中为该客户定义一个特定的Pricelist，它将用于销售，而不是默认的Pricelist。客户将获得Avalara代码，可用于在Avalara端口中进行交叉引用。在各自的领域提及Avalara合作伙伴代码和Avalara豁免。可以在delivery method字段中指定在该客户的销售订单中使用的默认交付方法。

Under the Purchase tab, you can mention the suitable Payment Terms for the customer which will be used for purchase orders and vendor bills instead of the default one. Mention 1099 Box and the journal items of this vendor will be summed in the selected box of the 1099 report. In the Payment Method field, you can mention the preferred payment method when paying this customer. This is used to filter vendor bills by preferred payment method to register payments in mass. By activating the Receipt Reminder, Odoo will automatically send a confirmation mail to the customer particular days before the expected receipts date, asking the customer to confirm the exact date. The currency mentioned in the Supplier Currency field will be used for purchases from the current partner.

在Purchase选项卡下，您可以为客户提及合适的付款条款，该付款条款将用于采购订单和供应商账单，而不是默认的付款条款。提及1099 Box，该供应商的日记账项目将被汇总到1099报告的选定框中。在Payment Method字段中，您可以在向该客户付款时提到首选的付款方式。这用于按首选付款方式过滤供应商账单，以批量登记付款。通过激活收据提醒，Odoo将在预计收据日期的特定日期前自动向客户发送确认邮件，要求客户确认准确的日期。Supplier currency字段中提到的货币将用于从当前合作伙伴处购买。

You can set a Barcode for the customer to identify them in Point of Sale. The Fiscal Position of the customer can be defined under the Fiscal Information field. The fiscal position determines the taxes/accounts used for this contact. Under the Miscellaneous tab, you can specify the Company ID, Reference, Company, Website, Website Tags, Industry, and SLA Policies in the corresponding fields.

您可以为客户设置条形码，以便在销售点中识别他们。客户的财务状况可以在“财政信息”字段下定义。财务状况决定了该联系人使用的税款/账户。在“杂项”页签下，您可以在相应字段中指定“公司ID”、“参考”、“公司”、“网站”、“网站标签”、“行业”和“SLA策略”。

In the Inventory field, you can specify the Customer Location in the given space. This stock location is used as a destination when sending goods to this contact. The stock location which is used as a source when receiving goods from this contact can be specified in the Vendor Location. In the Subcontractor Location field, you can mention a stock location that is used as a source and destination when sending goods to this contact during a subcontracting process.

在Inventory字段中，您可以在给定的空间中指定Customer Location。当向此联系人发送货物时，此库存位置用作目的地。当从该联系人处接收货物时用作来源的库存位置可以在供应商位置中指定。在分包商位置字段中，您可以提及在分包过程中向该联系人发送货物时用作来源和目的地的库存位置。

The accounting details regarding the customer can be defined under the Accounting tab.

有关客户的会计详细信息可以在accounting选项卡下定义。

Using the Add a Line button, you can mention the Bank Accounts of the customer one by one along with the Account Number. After adding bank accounts, you can use the View Accounts Details button to get a better view of accounts. The Account Receivable and Account Payable can be specified under the Accounting Entries field.

使用“添加线路”按钮，您可以逐一提及客户的银行账户以及帐号。添加银行账户后，您可以使用View accounts Details按钮来更好地查看账户。应收账款和应付账款可以在会计分录字段下指定。

If the customer uses the OCR number on their vendor bills, you can activate the Vendor OCR. If the Default Vendor Payment Reference is set, the customer uses the same default vendor payment reference or OCR number on all their vendor bills.

如果客户在其供应商账单上使用OCR号码，则可以激活供应商OCR。如果设置了默认供应商付款参考，则客户在其所有供应商账单上使用相同的默认供应商付款参考或OCR号码。

The Internal Notes tab can be used to add additional notes regarding the customer.

Internal Notes选项卡可用于添加有关客户的其他注释。

If you want to generate warning messages for the operations done between this customer, you can activate the Sales Warning feature from the Settings menu of the Sales module.

如果希望为该客户之间的操作生成警告消息，可以从Sales模块的Settings菜单中激活Sales warning特性。

This feature will help you to get warnings in orders for customers. After activating this feature, you can check the Internal Notes tab in the Customer configuration window.

此功能将帮助您在客户订单中获得警告。激活此特性后，您可以在Customer配置窗口中检查Internal Notes选项卡。

As highlighted in the image above, you can generate warnings on the sales orders, purchase orders, invoices, and picking for this customer.

如上图所示，您可以针对该客户的销售订单、采购订单、发票和拣选生成警告。

The Partner Assignment tab will assist you in congratulating the Partner Activation, Partner Review, and Geolocation details. Under the Partner Activation field, you can mention the Partner Level, Commission Plan, Activation, and Level Weight. The Partner Review field can be used to specify Latest Partner Review, Next Partner Review, and Partnership Date.

合作伙伴分配选项卡将帮助您祝贺合作伙伴激活、合作伙伴审查和地理位置详细信息。在合作伙伴激活字段下，您可以提到合作伙伴级别、佣金计划、激活和级别权重。Partner Review字段可用于指定最近的Partner Review、下一个Partner Review和伙伴关系日期。

The Membership tab can be used to add the membership details of the customer.

Membership选项卡可用于添加客户的成员资格详细信息

If you want to give free membership to the customer, you can activate the Free Member option. A member to whom you want to associate the customer’s membership can be specified in the Associate Member field. The Current Membership Status of the customer can be seen on this tab. Using the Buy Membership button, you can easily buy a membership. The Join Date, Membership, Membership Price, Invoice, and Membership Status can be also observed in this tab.

如果您想为客户提供免费会员资格，您可以激活免费会员选项。可以在“关联成员”字段中指定要将客户的成员资格与之关联的成员。客户的当前会员状态可以在这个选项卡上看到。使用“购买会员资格”按钮，您可以轻松购买会员资格。在此选项卡中还可以观察到加入日期、会员资格、会员价格、发票和会员状态。

Based on the operations done with the customer, you will get smart buttons on the screen to manage each of those operations. Here, you can find the smart buttons for Meetings, Opportunities, Sales, Subscriptions, Tasks, Purchases, On Time Rate, Due, Invoiced Amount, Vendor Bills, Partner Ledger, Saved Payment Tokens, Certifications, Signature, Documents, Direct Debit Mandates, and Courses details of the customer Joel Willis.

根据与客户完成的操作，您将在屏幕上获得智能按钮来管理这些操作。在这里，您可以找到会议、机会、销售、订阅、任务、购买、准时率、到期、发票金额、供应商账单、合作伙伴分类帐、保存的付款令牌、认证、签名、文件、直接借记授权和客户Joel Willis的课程详细信息的智能按钮。

Now, let’s discuss the sales team management in the Odoo 16 Sales module.

现在，让我们讨论一下Odoo 16 sales模块中的销售团队管理。