Every field on a contact record — its customer or vendor type, the addresses and people it holds, its payment terms, and the vendor validation status Bettr derives — plus what the contacts list shows and who can change it.
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Contacts is your directory of the businesses you deal with — the vendors you buy from and the customers you sell to. Every purchase order and sales order draws its other party from this list, so a contact's fields decide what those orders can carry. This page walks a contact field by field: what the list shows, what each part of the form sets, and the vendor validation status Bettr works out on its own. Open Contacts to read along.
The list shows one row per contact, with controls above it to narrow it down.
Each row carries:
Each row's actions are View (open the record), Edit (change it), and Vendor validation (open the validation file) — the last shows only on a vendor. New opens a blank contact. The edit action and New appear only for people who hold the matching permission.
The controls above the list:
When the list runs long, a per-page control and pagination sit beneath it. With no matches, the list reads "No contacts found."
Every contact is a Customer, a Vendor, or both, set by two checkboxes; you must check at least one. The choice decides where the contact turns up: vendors on purchase orders, customers on sales orders. A business you both buy from and sell to is one contact with both boxes checked.
Check Customer and a Department field appears, so you can file customers under a department — Production, Logistics, or Quality — and filter the list to one. Vendors carry no department. Check Vendor and the contact gains a validation file, described below.
A contact holds three lists, each needing at least one entry:
Two fields carry the deal you struck with the contact, so you set them once here instead of on every order — the method it pays by and its :
A vendor's terms follow it onto its purchase orders, and a customer's onto its invoices.
Only a contact marked Vendor carries a file. Bettr derives its status from what's on file — you never set it by hand. The file holds:
The status shows on the list and on the vendor's contact card:
For the steps to fill one in, see Validate a vendor's compliance documents.
When a contact is linked to Odoo, its detail page shows an Open in Odoo button that jumps to the matching partner there, and editing the contact pushes the change back to Odoo so the two stay in step. A contact you haven't linked shows neither.
Viewing, adding, changing, and deleting contacts are each their own permission. The New button, the edit pencil on a row, and the Danger zone on a contact's Edit page show only for people who hold the matching one.
Deleting a contact — from the Danger zone — hides it and its addresses, phones, and people from every list and lookup. The record is kept for audit, and any purchase or sales order that already named the contact still shows it. You just can't pick it for anything new.