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Contact people, billing and delivery addresses are kept in Odoo and copied
to OpenJanela automatically, for customers and suppliers alike. Shipping route and drop,
branch, location and job (site) addresses are kept in OpenJanela.
Add or change a contact person
- In Odoo, open the company and, on its Contacts tab, add the person with the type
Contact (name, e-mail, phone, job position). - The person appears on the customer in OpenJanela within about 5 minutes.
Example. Lakeview Builders hires a new buyer, Ana Ruiz. You add Ana Ruiz
under Lakeview in Odoo. A few minutes later she is in the contact list of Lakeview in
OpenJanela and can be chosen on a quote.
Add or change an address
Add it in Odoo on the same tab. The Odoo address type decides what it becomes in
OpenJanela:
| Odoo type | In OpenJanela |
|---|---|
| Contact | a contact person |
| Invoice | a bill-to address |
| Delivery | a ship-to address |
| Other | a plain address (neither bill-to nor ship-to) |
An address that comes from Odoo never becomes the default. The default stays the
customer’s own main address. A new ship-to has no shipping route or drop yet: before
you use it on an order, open it in OpenJanela and set its route and drop,
otherwise placing the order is refused with Order Shipping Route is not valid.
Remove a contact or address
Archive or delete it in Odoo. In OpenJanela it is marked deleted, not erased, so old
orders still show who and where they were for.
What you still do in OpenJanela
- On any address: shipping route, drop, price per shipping unit, county,
branch, location and notes. - Job (site) addresses: add, change and remove them in OpenJanela as before. They
never go to Odoo.
What OpenJanela refuses
Adding, changing or deleting a contact, and adding, deleting or changing the Odoo part of
an address (description, street, city, zip, state, country, bill-to/ship-to, default) are
refused with This company is connected to Odoo: contacts and addresses are maintained in
Odoo. Make the change in Odoo instead.
The first time
For a customer that was already in OpenJanela before it was linked to Odoo, OpenJanela
matches the people you typed earlier: a contact with the same e-mail (or else the same first
and last name) is kept and linked, not duplicated. Addresses are matched on the same street,
city and zip. If several people share one office e-mail, check the result.