Search by address

This video demonstrates the Search by Address and geo-localization capabilities in Odoo 18, showing how to accurately track customer locations and view loyalty program details directly within a sales order.

The following points summarize the key takeaways from the video:

• Loyalty Program Integration: The video begins by reviewing a “Loyalty Cards” program set in INR, which calculates points based on customer purchases.
• Customer Selection: The process involves creating a new quotation and selecting a specific customer, such as “Covestro India Pvt. Ltd.,” which is associated with a detailed physical address in Chennai.
• Address-Based Sales Orders: By selecting the customer, the system automatically pulls the registered address into the quotation, ensuring the transaction is linked to the correct geographical location.
• Order Confirmation: Upon clicking “Confirm,” the quotation is converted into a formal sales order, finalizing the link between the customer’s address and the transaction.
• Location-Linked Loyalty Data: The video shows a loyalty card summary at the bottom right of the sales order, tracking “Issued” and “Used” points specifically for the customer at that address.
• Navigating to Customer Details: The narrator demonstrates how to navigate from the sales order directly to the customer’s profile to view more location-specific details and point balances.
• Finalizing the Transaction: The workflow concludes with the creation of an invoice, which records the sales data and loyalty points against the customer’s verified address.