How to Create a Customer From Website in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date
4Creating a Customer from an Odoo Website Form
1. Install the Necessary Module:
eCommerce: Ensure this module is installed. It's essential for enabling customer creation from website forms.
2. Create a Website Form:
Navigate to Website: Go to the Website module in your Odoo backend.
Create a New Form: Design a form that collects the necessary customer information like name, email, phone number, etc.
Set the Action: In the form's settings, set the action to "Create a Customer."
3. Customize the Form (Optional):
Add Fields: You can add more fields to the form as needed, such as address, company name, etc.
Set Default Values: Set default values for certain fields if required.
Customize the Form's Appearance: Use the website builder to customize the form's layout and style.
4. Test the Form:
Preview the Form: Preview the form on your website to ensure it works as expected.
Submit the Form: Submit the form with test data to verify that a new customer is created in the Odoo backend.
Additional Considerations:
Customer Accounts: If you want customers to have accounts on your website, enable the "Sign in/up at checkout" option in the eCommerce settings. This allows customers to register and log in to their accounts.
Privacy and Data Protection: Ensure that you comply with relevant data protection laws and regulations when collecting and processing customer data.
Email Notifications: You can set up email notifications to be sent to both the customer and the store administrator when a new customer is created.
By following these steps, you can effectively create a seamless customer registration process on your Odoo website, streamlining your sales and customer management operations.
#Odoo18 #OdooNewFeatures #OdooTutorial #CustomerCreation #OdooERP #BusinessSolutions #OdooWebsite #OdooRelease2025 #OdooGuide #Odoo18 #Odoo #Odoo18ERP #OdooTutorial #Odoo18CRM #Odoo18Website #Odoo18Tips #Odoo18ReleaseDate #Odoo18NewFeatures #Odoo18Tutorial #CustomerAcquisition #SalesAutomation #ERP #CRM #BusinessSoftware #WebsiteConversion
Connect With Us:
—————————————
➡ ️ Websitehttps://www.cybrosys.com/m/
➡ ️ Email: info@cybrosys.com
➡ ️ Twihttps://twitter.com/cybrosysosys
➡ ️ Lihttps://www.linkedin.com/company/cybrosys/brosys
➡ ️ https://www.facebook.com/cybrosystechnologiesnologies
➡ ️ https://www.instagram.com/cybrosystech/brosystech
➡ https://pinterest.com/cybrosys/ / cybrosys