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'S FUNCTIONS

Odoo proposes a reference field for a Partner, but it can only be filled out manually. It's well adapted if you have a limited number of partners.

CLUEDOO'S FUNCTIONS

Cluedoo gives you the option to fill it manually or automatically via a sequence for more flexibility in your partner management. This approach automatically creates unique ID reference codes for partners.


MODULE +

Ensures that each partner as a unique sequence.

 

CLUEDOO RECOMMENDATION

Install depending on your partner management policy.

CLUEDOO SET INTRODUCTION

Odoo proposes advanced name management, and considers code and sequence as old-fashioned compared to SAP (System Applications and Products in Data Processing). Codes and sequences are not always available, nor in practice, which 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 codes are sometimes manually given or sometimes automatically given by a sequence.

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

OUR FEATURES AS SOLUTIONS

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

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 subsequent digits.





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 subsequent digits. 




GENERAL CONTACT (Supplier/Customer)

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


The code can be filtered on 'list view'. 


HIERARCHY VIEW WITH PARENT COMPANY

On Customers > Vendors > Contacts, we have the hierarchy view based on parent company.