Automatic Partner Reference & Partner hierarchy view

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    Provide a unique automatic code for partner


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    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


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