Advanced Search Panel

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 search panel related to Account Groups, Product Categories, Partner

    HOW TO USE THIS MODULE ?

    Module Advanced Search Panel provides hierarchy on search panel (searchmore) when we click search more on many2one field that have relation to partner (with help fal_partner_code module) and product (with help fal_product_hierarchy module)