ODOO BEHAVIOR

Odoo launched a hierarchy view in v13, however, this limits use to the general ledger view.

CLUEDOO BEHAVIOR

Cluedoo adds the hierarchy view as generic, which can be activated on any view as a list or a form view. This means that you can have a structured hierarchy view on any field which has the notion of parent (and so notion of hierarchy).

MODULE+

By making the hierarchy view generic, you can use it on the classic view: Chart of Accounts, Chart of Analytic Accounts, product category structure with extra Cluedoo modules but you can also on any view you are interested in having a hierarchy.

BUSINESS CASE

You are making sales for a group with several entities. Thanks to the hierarchy view applied on the customer and the module Parent Partner, you can receive the subtotal of your order for the group. Thus, you can expand and get the details for each entity.

CLUEDOO RECOMMENDATION

Install on 100% of your database.

Recommendation: Make the habit of never putting any records on a parent; instead, organize your master data in order to record only on children. Then, when you call the hierarchy view, combine it with a filter on regular in order to only get the general tree.