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    Odoo POS Customer Contact

    introduction

    By default in Odoo when a user is working on Point of Sale then for creating customer contacts he needs to switch to backend every time. So in order to save user’s time and to make this task easy, we have introduced a module named -Odoo POS Customer Contact.

    This Module “Odoo POS Customer Contact” allows the POS user to create customer contacts and addresses dynamically from POS session. Hence it reduces the time of switching backend configuration and a user can easily manage the customers and their contacts within the Point of Sale Session.

    features

    • A user can create customer contacts and addresses from POS Session.
    • Customer contact type includes-Contact, Shipping address, Invoice address, and Location.
    • A user can select the default view of the customer screen from the backend to show all customers (both customer contacts and parent customer) or only parents on POS end.
    • No complex backend configuration.
    • Ease of usage.

    workflow

    Go to- Point of Sale >under Configuration >Point of Sale.

    In the “Customer view option field” select an option to show only parent customer or  All Customers in the Front end(POS).

    Default view of Customer Screen-

    Here you will get the details of customer’s contacts. Let’s suppose a customer name – “Agrolait”, is selected in POS now for this selected customer you can add contacts and addresses and can also edit the current changes.

    Creating New Contact on the Parent Customer Contact-

    As mentioned on the screenshot below – add a new contact to the parent customer-Agrolait. POS User can select the contact type and fill details of the contact accordingly.

    Customer Contacts List-

    When a new contact is created then it will be added to its corresponding Parent Customer’s address and Contact list.

    Editing  Customer Contact Details-

    A POS User can edit the customer contact and can also change its contact type. But please note while changing the address of any child customer, the address of the parent customer will also change.

     

    customer details saved in the back end

    The details of the customer contact and addresses will be saved in back end too.

    support

    In a case of any further query feel free to raise a ticket at http://webkul.uvdesk.com/ or drop a mail at support@webkul.com

    Thanks for reading this blog!!

     

    Current Product Version - 1.1

    Supported Framework Version - 9 and 10

    . . .

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