Create a Contact (Customer/Vendor files) ​

Odoo does not have separate customer and vendor contacts so everything is kept under Contacts

Fill out as much information as possible, remembering to add new contacts as they become available. 

If sending confidential information ensure NDA status is marked on the profile and the signed document is attached. 

Any important contact files should be attached here (ie W9, NDA, pricing list)

CUSTOMERS / SALES
Agent: Commissionable Vendor if applicable 
Approved Payment Terms: confirm ACH process is set up for payments
Company Name: select Turnpack, LLC

VENDORS / PURCHASE
Payment Terms: get credit application if we will be purchasing regularly, confirm if they accept CC on terms or if there is a payment portal available. 
Agent: select if they will be a commissionable agent
1099: ask vendor for 1099 to confirm if applicable
Payment: select specific method (ie Net30/CC if they accept credit card payments)
Company: select Turnpack, LLC

INTERNAL NOTES
Fedex Account number or other shipment information
ACH information or other payment related matters
Account number
How to process payment
*anything related to their account

WARNING ON SALES
any notes here will pop up when creating a new order
add specific order details notes, short payment reminders, ect (ie intl shipment or banking fees)

WARNING ON PURCHASE ORDERS
special fees or special order detail notes needed (ie AOM has an environmental fee)

WARNING ON INVOICE
notes if they are tax exempt or specific billing details to client