02
Creating and Managing Contacts
Keep your contact database accurate and complete.
1
Create a contact
Contacts
▸
NEW
Click New to create a contact.
Contact fields
Name
*
Full name for individuals, company name for companies.
Company Name
For individuals: the company they work for. Links this contact to the company record.
Job Position
Their role at the company.
Phone / Mobile
Phone numbers. Mobile is used for SMS and WhatsApp.
Email
*
Primary email. Used for all Odoo communications.
Website
Company website URL.
Tags
Labels for filtering — e.g. "VIP Customer", "Supplier", "Cold Lead".
Customer Rank
Auto-calculated based on sales activity. Higher rank = more purchases.
Supplier Rank
Auto-calculated based on purchase activity.
2
Sales and Purchase tab
Sales and Purchase tab fields
Salesperson
Default salesperson assigned to opportunities and orders for this contact.
Payment Terms
Default payment terms applied to invoices and bills.
Fiscal Position
Tax mapping rule applied to all transactions with this contact.
Pricelist
Default pricelist for sales orders.
Bank Account
Bank details for vendor payment by transfer.
3
Merge duplicates
Contacts
▸
(select duplicates)
▸
Action
▸
Merge
Duplicate contacts accumulate over time — from imports, web forms, and manual entry. Select two or more duplicates, click Action > Merge. Choose the master record. All linked records (invoices, opportunities, purchase orders) transfer to the master and duplicates are archived.
Deduplication tool
Enable the Deduplication feature in Contacts settings. Odoo then scans for contacts with similar names or emails and presents them for review. Run this monthly to keep the database clean.