> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tylecloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create a New Contact in Odoo: Step-by-Step Guide

> Follow this step-by-step guide to create Individual or Company contacts in Odoo, including all required fields, optional details, and sub-contact setup.

This guide walks you through creating a new contact in Odoo from start to finish. Whether you are adding an individual customer, a personal vendor, or a full company record with multiple employees underneath it, the process follows the same straightforward flow. By the end, your new contact will be available across every connected module — Sales, Purchase, Accounting, and more.

## Creating a New Contact

<Steps>
  <Step title="Open the Contacts Module">
    From the main Odoo menu, select **Contacts**. This opens your full contact list, showing all existing individuals and companies your business has on record.
  </Step>

  <Step title="Click Create">
    Select the **Create** button in the top-left corner of the contacts list. A blank contact form opens, ready for you to fill in.
  </Step>

  <Step title="Enter the Contact Name">
    Type the full name of the individual or the official name of the company in the **Name** field. This is the primary identifier for the contact across all modules, so make sure it is accurate and consistent with how you refer to them elsewhere.
  </Step>

  <Step title="Select Contact Type">
    Below the name, choose either **Individual** or **Company**:

    * Select **Individual** for a specific person — a customer, employee, or sole trader.
    * Select **Company** for a business entity such as a client organization, supplier, or partner.

    Your selection determines which fields are displayed and how the contact is categorized in your address book.
  </Step>

  <Step title="Fill in Contact Details">
    Complete the relevant fields for your contact. Not every field is required, but the more information you provide, the more useful the record is across modules:

    * **Address** — Street, city, state, ZIP/postal code, and country.
    * **Email** — Primary email address for correspondence and invoicing.
    * **Phone** — Main contact phone number.
    * **Tax ID / VAT Number** — Required for tax reporting on vendor or customer invoices, if applicable.
    * **Website** — The contact's website URL, useful for company records.
    * **Title** — Honorific or job title for individual contacts (e.g., Dr., Manager).
  </Step>

  <Step title="Add Sub-contacts (Companies Only)">
    If you selected **Company**, navigate to the **Contacts & Addresses** tab within the form. Here you can add individual employees, department contacts, or alternative addresses — such as a billing address separate from the shipping address — all linked under the same company record. This keeps your address book clean and avoids duplicate top-level entries.
  </Step>

  <Step title="Save the Contact">
    Click **Save** to store the record. You can also navigate away using the breadcrumb — Odoo will auto-save your changes automatically. Your new contact is now available across Sales, Purchase, Accounting, and every other connected module.
  </Step>
</Steps>

## Contact Fields Reference

Use the field reference below to understand what each field accepts and when it is required.

<ParamField body="Name" type="string" required>
  Full name of the contact (for an individual) or the official company name. This field is required and serves as the primary identifier across all Odoo modules.
</ParamField>

<ParamField body="Individual / Company" type="toggle" required>
  Determines the contact type. Choose **Individual** for a person or **Company** for a business entity. This selection affects which fields and tabs are displayed on the form.
</ParamField>

<ParamField body="Address" type="string">
  The contact's physical address, broken into sub-fields: Street, City, State, ZIP/Postal Code, and Country. Used on invoices, purchase orders, and delivery documents.
</ParamField>

<ParamField body="Email" type="string">
  Primary email address for the contact. Used for sending invoices, quotes, and other automated communications from Odoo.
</ParamField>

<ParamField body="Phone" type="string">
  Main phone number for the contact. Also surfaced in the Sales and POS modules when looking up a customer.
</ParamField>

<ParamField body="Tax ID / VAT" type="string">
  The contact's tax identification or VAT registration number. Optional for individuals, but important for company contacts involved in invoicing or tax reporting.
</ParamField>

<ParamField body="Website" type="string">
  The URL of the contact's website. Optional, and most commonly used for company records.
</ParamField>

<ParamField body="Title" type="string">
  An honorific or job title for individual contacts (e.g., Dr., Ms., Director). Optional, and used primarily for formal correspondence.
</ParamField>

<Tip>
  For companies, always add employees and department contacts as sub-contacts under the company record using the **Contacts & Addresses** tab — rather than creating them as separate top-level contacts. This keeps your address book organized, makes the company relationship clear, and ensures that all related records are easy to find in one place.
</Tip>