If you cannot find them, they may be under a different name. Still not there? Tap below.
3b
Where does this person work?
Pick the site they belong to
3
The new company
The business, not a person's name
Company nameRequired
Use the FULL, REAL company name as it appears on their documents, invoices or building, usually ending in (Pty) Ltd or CC. Write "Coca-Cola Beverages South Africa (Pty) Ltd", not "Coke". Nicknames cannot go on legal documents. Never a person's name.
โ We may already have this customer. Is it one of these?
How far along is this customer?Required
Potential customer = you are still quoting or prospecting. Ready to order = we need their full details to invoice them.
VAT numberRequired
On their letterhead, previous invoices or ask their accounts department. We cannot invoice without this.
Opens in a new tab. Search the REAL company name, copy the 10-digit VAT number and paste it in the box above.
Registered / legal nameIf different
e.g. trading name is Wireforce but the registered company is Clear Creek Trading 167.
Main address (head office or the plant)Required
Will we deliver to more than one location for this customer?Required
4
Delivery sites
One block per site we will deliver to
5
Contact people
Who do we talk to there?
This customer is ready to order, so we need an accounts / invoices person. Tick "Accounts / invoices" on at least one person above.
6
Anything else?
Optional
โ
Request sent
Your request has been emailed to Cameron. The records will be loaded into Odoo and you will be able to pick them there. You do not need to add anything in Odoo yourself.
Next: tap your name
New customer or contact
For a new customer, a new site or a new person. Do not add them in Odoo yourself: Cameron loads them from this form. Enter the shared access password.