Using Odoo ERP for your business
Last update:
11 Mar, 2021
Overview
0 Views •4.1: How to Create a Sale Order.
0 Views •4.1.1: How to Create a Delivery Order.
0 Views •4.1.2: How to Create an Invoice.
0 Views •4.1.3: How to Create a Credit Note.
0 Views •4.2: How to Create a Sales Return.
0 Views •4.3 How to Scrap Products
0 Views •4.4: How to Set up Customer Details.
0 Views •4.5: How to Create a Product.
0 Views •1.3.1: How to Post Opening Balance of Customers.
3 Views •1.5.4: How to Record Cash Transactions and Reconcile Journal Entries.
3 Views •1.3.2: How to Post Opening Balances for Suppliers.
3 Views •1.5: How to Create a Bank Statement.
2 Views •1.5.2 How to Record Transactions and Reconcile Journal Entries.
2 Views •1.5.3.How to Reconcile Journal Entries.
2 Views •1.6.2: How to View Tax Report.
2 Views •1.4: How to Create Bank Account
2 Views •1.3: How to Create Journal Entries.
1 Views •1.1: How to Create a Journal.
1 Views •1.4.1: How to Create Bank Opening Balance.
1 Views •Overview
1 Views •1.2: How to Create a Chart of Accounts.
1 Views •1.5.1: How to Record Transactions in a Bank Statement.
1 Views •3.6.1 Receipts
0 Views •2.3: How to Set New Product Settings.
0 Views •2.1: How to Create a Request for Quotation(RFQ).
0 Views •6.2: How to Create a Manufacturing Order.
0 Views •2.3.4: How to Create a Backorder.
0 Views •4.1.1: How to Create a Delivery Order.
0 Views •
Setting up Customer Details
How to set up customer details.
To do this follow the following steps;
Step 1. In the sales app, click on orders as shown below, then click on customers as shown below.
Step 2. On the page that opens up, click on the create button as shown below.
Step 3. On the page that opens up, type in the details of the customer as shown below then click on the save button as shown.
Step 4. Create the state of a customer if it does not exist in the system as shown below.
Next: How to Create a Product
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