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📁 Phase 1 — KYC Introduction & Requirements
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📁 Phase 2 — Customer Onboarding in Odoo
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📁 Phase 3 — Document Collection
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📁 Phase 4 — Document Upload & Verification
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📁 Phase 5 — KYC Review & Approval
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📁 Phase 6 — Document Expiry & Renewal
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📁 Phase 7 — Compliance Reporting
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- Join this Course to access resources
3.2 — Passport Details
📍 WHERE TO FIND IT
Sales ▸ Contacts ▸ [Customer] ▸ KYC Tab ▸ Passport
✅ WHAT TO DO
Passport is required for ALL nationalities. It is the primary international identity document.
- Passport Number: enter exactly as printed (no spaces)
- Expiry: must be valid for 6+ months beyond SPA signing date
- Upload: biographical/photo page (clear, full page)
- For companies: upload the authorized signatory's passport
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💡 TIP
Passport validity = 6 months beyond the PROJECTED SIGNING DATE, not today's date. Check the deal timeline before checking validity.
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