Create or Import Customers ir.actions.act_window res.partner form tree,form Create or Import Customers and their contacts manually from this form or you can import your existing partners by CSV spreadsheet from "Import Data" wizard Set default users preferences user.preferences.config form

Define Users's Preferences

Define Users's Preferences This will set the default preferences for new users and update all existing ones. Afterwards, users are free to change those values on their own user preference form. 12 Define default users preferences ir.actions.act_window user.preferences.config form form new once Create Additional Users ir.actions.act_window res.users form tree,form 1000 Specify Your Terminology base.setup.terminology form

Specify Your Terminology

Specify Your Terminology You can use this wizard to change the terminologies for customers in the whole application. 12 Use another word to say "Customer" ir.actions.act_window base.setup.terminology form form new Set Company Header and Footer ir.actions.act_window res.company form form {'res_id': user.company_id.id} Fill in your company data (address, logo, bank accounts) so that it's printed on your reports. You can click on the button 'Preview Header' in order to check the header/footer of PDF documents. 1