Automatic Partner Reference & Partner hierarchy view

https://www.cluedoo.com/web/image/product.template/5066/image_1920?unique=f61f4de

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.

    Terms and Conditions
    30-day money-back guarantee
    Shipping: 2-3 Business Days

    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.