Skip to content
ImplexUser documentation

Customers and contacts

Quick summary: Create the legal entity as the parent company, business units as child “Other Address” records, and delivery addresses and people below each unit.

Customer list in Odoo

Open Contacts in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

The documentation does not receive your address, username, or password.
Section titled “Recommended structure”
Example Company Ltd
├─ Accounts Payable (Invoice Address)
├─ Central Branch (Other Address)
│  ├─ Central Branch – warehouse (Delivery Address)
│  └─ Anna Smith (Contact)
└─ East Branch (Other Address)

The parent company holds the legal name, registered address, and tax details of the invoice recipient. Add a separate Invoice Address on the Contacts & Addresses tab when required.

Try the structure

Section titled “Try the structure”

Select a record type to see which parent record should normally contain it. The preview uses fictional data.

Hierarchy preview

Recommendation

Create a business unit below the parent company as an Other Address.

Add a business unit and its contacts

Section titled “Add a business unit and its contacts”
  1. Open Contacts and select the parent company.
  2. On Contacts & Addresses, click Add.
  3. Save the business unit as Other Address.
  4. Open the unit’s card and expand it to the full form.
  5. Below the unit, add a Delivery Address and each person as a Contact.
  6. Record at least the person’s email address and telephone number.

Use the structure on quotations

Section titled “Use the structure on quotations”

In Sales > Orders > Quotations, select the person you are communicating with as the customer. Verify the automatically selected Invoice Address and Delivery Address, then check the recipients before using Send by Email.