res.partner.address.select res.partner.address search res.partner.address.tree res.partner.address tree Partner Contacts ir.actions.act_window res.partner.address tree res.partner.address.form1 res.partner.address form

Addresses ir.actions.act_window res.partner.address form {"search_default_customer":1} Customers (also called Partners in other areas of the system) helps you manage your address book of companies whether they are prospects, customers and/or suppliers. The partner form allows you to track and record all the necessary information to interact with your partners from the company address to their contacts as well as pricelists, and much more. If you installed the CRM, with the history tab, you can track all the interactions with a partner such as opportunities, emails, or sales orders issued. tree form res.partner.address.form2 res.partner.address form

res.partner.title.tree res.partner.title tree res.partner.title.form res.partner.title form

Partner Titles ir.actions.act_window res.partner.title form [('domain','=','partner')] Manage the partner titles you want to have available in your system. The partner titles is the legal status of the company: Private Limited, SA, etc. Contact Titles ir.actions.act_window res.partner.title form [('domain','=','contact')] Manage the contact titles you want to have available in your system and the way you want to print them in letters and other documents. Some example: Mr., Mrs. res.partner.tree res.partner tree res.partner.form res.partner form

res.partner.select res.partner search Customers ir.actions.act_window res.partner form {"search_default_customer":1} A customer is an entity you do business with, like a company or an organization. A customer can have several contacts or addresses which are the people working for this company. You can use the history tab, to follow all transactions related to a customer: sales order, emails, opportunities, claims, etc. If you use the email gateway, the Outlook or the Thunderbird plugin, don't forget to register emails to each contact so that the gateway will automatically attach incoming emails to the right partner. tree form Customers ir.actions.act_window res.partner form [('customer','=',1)] {'default_customer':1, 'search_default_customer':1} Suppliers ir.actions.act_window res.partner form [] {'search_default_supplier': 1} You can access all information regarding your suppliers from the supplier form: accounting data, history of emails, meetings, purchases, etc. You can uncheck the 'Suppliers' filter button in order to search in all your partners, including customers and prospects. Employees ir.actions.act_window res.partner form [('employee','=',1)] {'default_customer':0, 'default_supplier':0 , 'default_employee':1} Other Partners ir.actions.act_window res.partner form [('supplier','<>',1),('customer','<>',1)] res.payterm res.payterm form

Payment term ir.actions.act_window res.payterm form Partner Categories res.partner.category form

Partner Categories res.partner.category tree res.partner.category.tree res.partner.category tree child_ids Partner Categories res.partner form tree,form [('category_id','child_of', [active_id])] {'category_id':active_id} Open partners Partner Categories ir.actions.act_window res.partner.category form Manage the partner categories in order to better classify them for tracking and analysis purposes. A partner may belong to several categories and categories have a hierarchy structure: a partner belonging to a category also belong to his parent category.