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Working with Odoo by Greg Moss

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Creating your first customer

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

Creating your first customer

This is the Odoo Customers form. Clicking on 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. Three main fields are required in a default installation of Odoo sales management:

  • Customer name
  • Accounts receivable account
  • Accounts payable account ...

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