Automatic Partner Reference & Partner hierarchy view
Provide automatic code for partner
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STORY BEHIND THE FEATURES
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 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.
Insure that each partner as an unique sequence.
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
Go to Sales → Customer to create a customer contact. Select Company type, then save. Reference is automatically generated with prefix C and 5 digits of number
Go to Purchase → Vendors to create a vendor contact. Select Company type, then save. 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, and on Sales & Purchases tab, “Is a Customer” and “Is a Vendor” are both checked, and click Save. 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