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Extend the notion of Odoo hierarchy view and improve the layout in order to use it in other modules and apply on different objects: Chart of Account, Analytic Account, Product Category, Partner,...

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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOR

    Odoo give back a hierarchy view in v13 but limit the 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. Then, you can have a structured hierarchy view on any field which has the notion of parent (and so notion of hierarchy).

    MODULE+

    By doing it generic, you can use it on the classic view - chart of account, chart of analytic account, product category structure with extra Cluedoo modules but you can also on any view you are interested in getting a hierarchy.

    BUSINESS CASE

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

    CLUEDOO RECOMMENDATION

    Installation : 100% of the database.

    Recommendation / Best practice : take the habit to never put any records on a parent, but 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 get only the general tree.

    OUR FEATURES AS SOLUTION

    Add Hierarchical view on  Account Groups, Product Categories, Partner

    HOW TO USE THIS MODULE ?

    ACCOUNT GROUPS

    Go to Accounting → Configuration → Account Groups. We have hierarchy view beside list view and Kanban view

    Note: you also need to install the module "Company in Account Group" to have such hierarchy

    PRODUCT CATEGORIES

    On Inventory / Accounting → Configuration → Product Categories. We also have hierarchy view

    Note: you also need to install the module "Product Hierarchical View by Product Category" to have such hierarchy


    PARTNER

    On Inventory / Accounting → Configuration → Product Categories. We also have hierarchy view

    Note: you also need to install the module "Partner Code" to have such hierarchy