Automatic Partner Reference & Partner hierarchy view
Provide a unique automatic code for partner
Automatic Partner Reference & Partner hierarchy view
Provide a unique automatic code for partner
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo proposes a reference field for a Partner, but it can only be filled out manually. It's well adapted if you have a limited number of partners.
CLUEDOO'S FUNCTIONS
Cluedoo gives you the option to fill it manually or automatically via a sequence for more flexibility in your partner management. This approach automatically creates unique ID reference codes for partners.
MODULE +
Ensures that each partner as a unique sequence.
CLUEDOO RECOMMENDATION
Install depending on your partner management policy.
CLUEDOO SET INTRODUCTION
Odoo proposes advanced name management, and considers code and sequence as old-fashioned compared to SAP (System Applications and Products in Data Processing). Codes and sequences are not always available, nor in practice, which can be annoying.
Cluedoo does not have any principle for or against code and sequence, and considers that anything should be searchable both by name and code and that codes are sometimes manually given or sometimes automatically given by a sequence.
Based on this principle, Cluedoo introduces a Sequence Management set module to add as an option for sequences on several objects.
OUR FEATURES AS SOLUTIONS
Different Number Format for Supplier, Customer and General Contact
Search Partner by Partner Code
HOW TO USE THIS MODULE
CUSTOMER CODE
Go to Sales → Customer to create a customer contact. Select Company type, then save. The reference is automatically generated with prefix C and 5 subsequent digits.
SUPPLIER CODE
Go to Purchase → Vendors to create a vendor contact. Select Company type, then save. The reference is automatically generated with prefix S and 5 subsequent digits.
GENERAL CONTACT (Supplier/Customer)
Go to Contacts, create a contact with Company type. The internal reference is automatically generated with prefix N and 5 subsequent digits.
The code can be filtered on 'list view'.
HIERARCHY VIEW WITH PARENT COMPANY
On Customers > Vendors > Contacts, we have the hierarchy view based on parent company.
