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ImplexImplexUser documentation

Customers and contacts

Quick summary: Create the legal entity as the parent company. Add a business unit with one delivery location as a Delivery Address, with contact people below it. Check the invoice and delivery addresses on the quotation.

Customer list in Odoo

Open Contacts in Odoo

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Section titled “Recommended structure”
Example Company Ltd
├─ Accounts Payable (Invoice Address)
├─ Central Branch (Delivery Address)
│  └─ Anna Smith (Contact)
└─ East Branch (Delivery 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.

Use Other Address for an organizational unit when you need a separate grouping with delivery addresses below it. A unit selected on quotations should have its own Delivery Address. Entering a physical address on an Other Address record does not guarantee that Odoo will select it for delivery.

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 with one delivery location below the parent company as a Delivery 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. For a unit with one delivery location, select Delivery Address and enter the complete address.
  4. Open the unit’s card and expand it to the full form.
  5. Below the unit, add each person as a Contact. If you created the unit as an Other Address for a separate grouping, also add its Delivery Address below it.
  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.

How Odoo selects the delivery address

Section titled “How Odoo selects the delivery address”

When you select a customer on a quotation, Odoo first looks for a Delivery Address on the selected record and among its descendants. If it finds none, it continues through ancestor records and their other descendants within the same company. It can therefore select another business unit’s delivery address.

If it finds no delivery address, it uses the first Contact record found; if there is none, it uses the selected record. This selection checks the record type, not whether the physical address is complete. An empty Delivery Address can still be selected.

Guides

Create and maintain customers and suppliersCreate a reusable contact with correct legal details, addresses, and commercial terms.
Find and merge duplicate contactsClean up duplicate customers and suppliers using the standard Contacts merge action, without Data Cleaning.