| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 77 |
| Technical Name |
kaz_custom_partner_ref |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 77 |
| Technical Name |
kaz_custom_partner_ref |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
Partner Custom Reference
for Odoo
Gain full command over your partner codingâset custom customer and vendor prefixes in your Company Settings and let Odoo generate each new reference instantly, instead of wrestling with manual entry. From the moment you add a contact, the system appends your chosen prefix to a sequential number (e.g., CUST-00001 or VEND-00001), delivering a standardized code thatâs immediately visible on the form. Every assignment and change is automatically logged in Odooâs chatter, providing complete audit trails and ensuring data consistency across Sales, Purchasing, and Accounting. Eliminate manual errors, accelerate record creation, and maintain a clean, searchable database of partnersâso your teams can focus on growth, not guesswork.
© 2025 Kaizen Principles
What's New in Partner Custom Reference for Odoo
Centralized Configuration
Automatic Sequence Generation
Consistency & Traceability
Improved User Experience
Kaizen Principles
Your Partner
We're here to support your growth 24/7. Connect with our experts now.
All Features
Automated Reference Generation
Configurable Prefixes
Company-Specific Settings
Sequential Numbering
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Partner Custom Reference
Gain full visibility into partner codingâSales and Accounting teams configure customer and vendor prefixes in Company Settings and generate every new reference in real time through a simple, branded interface. From CUST-00001 to VEND-00001, all codes are auto-computed using your defined prefix and a padded sequence, then instantly displayed on the partner form with a single click. Role-based access ensures Data Entry, Sales, and Finance stay perfectly aligned, while every assignment and update is logged in Odooâs chatter for comprehensive audit trails and compliance. Centralize your partner identification process to eliminate manual errors, accelerate record creation, and maintain a clean, searchable database of customers and vendorsâso your teams can focus on building relationships instead of wrestling with spreadsheets.
Define Partner Reference Prefixes in Company Settings
Auto-Generate Unique Partner References Instantly
View and Use Partner Reference Codes in Daily Operations
Define Partner Reference Prefixes in Company Settings
Start by configuring your companyâs preferred prefixes for both customers and vendors. Navigate to Settings â Companies and open your company record. Under General Information, enter your desired Customer Reference Prefix (e.g., CUST) and Vendor Reference Prefix (e.g., VEND). These values will be used to automatically generate standardized reference numbers like CUST-00001 or VEND-00001 every time a new partner is createdâeliminating manual entry, ensuring consistency, and enabling faster partner onboarding across Sales, Purchasing, and Accounting. This setup is company-specific, ensuring flexibility across multi-company environments.
Auto-Generate Unique Partner References Instantly
As soon as you create a new customer or vendor in the Contacts app, Odoo automatically assigns a unique reference code based on your predefined company prefix and an internal sequence. Whether youâre onboarding a new supplier or logging a prospect, the reference (e.g., CUST-00005) is applied instantlyâno manual entry, no duplication, no delay. These standardized identifiers help Sales, Finance, and Procurement teams work faster, improve data accuracy, and maintain clean partner records that are easy to search and audit. Every reference is securely stored and fully traceable in the system.
View and Use Partner Reference Codes in Daily Operations
After creation, the partnerâs unique reference code is clearly displayed under the Sales & Purchase tab, ready for instant use across your Odoo system. Whether you're issuing a sales order, purchase order, invoice, or communication, this reference serves as a reliable identifier for the contactâboosting accuracy, traceability, and speed in every workflow. The reference is auto-generated using the prefix and sequence logic set at the company level, ensuring every partner recordâcustomer or vendorâis consistent, standardized, and ready for cross-departmental collaboration. No more guessing, searching, or duplicate recordsâjust clean, trustworthy partner data you can count on.
Why Kaizen
You know us as the makers of the Odoo "Partner Custom Reference for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
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Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
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PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
Module Development
Implementation
Customization
Integration
Migration
Support & Maintenance
Consulting
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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