Customer is the real challenge for modern companies. To improve the customer experience and better after-sales service you have to integrate your customers to every business operations. Odoo is managing the customers in such way that you have centralized communication history recorded for various business operations for all your customers, vendors or employees.
Let's install Odoo Sale application and create customer and understand the importance of some fields which helps to configure the real-world business needs.
We assume that you are ready with the requirement specification to answers some of the questions listed below:
- How you would like to categorize your customers?
- Code system to generate the code for customer, vendors and employee to search quick
- Differentiates the customers between tax paying and tax exempted
- Credit limit and payment terms for the customers
Those are some sample questions; you should have clear requirements before you start...