Automatic Partner Reference & Partner hierarchy view

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Provide a unique automatic code for partner

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    Automatic Partner Reference & Partner hierarchy view

    Provide a unique automatic code for partner

    US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

    US$ 0.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      STORY BEHIND THE FEATURES

      ODOO BEHAVIOR

      Odoo proposes a reference field on partner, but only filled manually. It's well adapted if you have a limited number of partners, to give easy to remember reference like 3 letters.

      CLUEDOO BEHAVIOUR

      Cluedoo gives the option to fill it manually or automatically via a sequence for more flexibility in your partner management. This approach is adapted to have an uniq reference by partners automatically.


      MODULE +

      Insure that each partner as an unique sequence.

       

      CLUEDOO RECOMMENDATION

      Installation upon request. It depends on your partner management policy.

      CLUEDOO SET INTRODUCTION

      Odoo proposes an advanced name management, and consider code & sequence as old fashioned, quite in comparison of SAP. So code & sequence are not always available, and in practice, according the organisation of the company, it 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 the codes are sometimes manually given sometimes automatically given by a sequence.

      Based on this principle, Cluedoo introduces a Sequence Management set of module to add as an option sequences on several objects.

      OUR FEATURES AS SOLUTION

      Different Number Format for Supplier, Customer and General Contact
      Search Partner Using Partner Code

      Only Partner which is Company

      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 digits of number.





      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 digits of number.




      GENERAL CONTACT (Supplier/Customer)

      Go to Contacts, create a contact with Company type. The internal reference is automatically generated with prefix N and 5 digits of number.


      Code can be filtered on list view


      HIERARCHY VIEW WITH PARENT COMPANY

      On Customers / Vendors / Contacts, we have hierarchy view based on parent company