Partner Reference Pro by LucidBrainz is a powerful automation solution for Odoo 17 that automatically generates unique reference codes for all customers and suppliers. Say goodbye to manual reference entry and human errors! This intelligent module seamlessly assigns CUST-formatted codes for customers (CUST00001, CUST00002...) and SUPP-formatted codes for suppliers (SUPP00001, SUPP00002...) with zero configuration required. Perfect for businesses of all sizes, distributors, manufacturers, retailers, and any organization managing multiple partners. The module features smart partner type detection, automatic sequence assignment on creation, intelligent handling of dual-type partners, mandatory reference enforcement, and copy-safe functionality that prevents duplicate references. It extends Odoo's native partner management without modifying core functionality, ensuring upgrade safety and clean uninstallation. The system automatically detects whether a new contact is a customer, supplier, or both, and assigns the appropriate reference code instantly. When partners change types (customer becomes supplier or vice versa), the module intelligently updates references when needed. Ideal for businesses that want to standardize partner identification, improve data quality, streamline reporting, enhance searchability, and maintain professional partner records!

• Automatic Reference Generation: Instantly creates unique reference codes for all new customers and suppliers without any manual intervention or user input
• Dual Sequence System: Separate sequences for customers (CUST00001) and suppliers (SUPP00001) with professional 5-digit padding for organized partner management
• Intelligent Partner Detection: Automatically identifies partner type based on customer_rank and supplier_rank fields to assign correct reference format
• Smart Type Conversion: When a customer becomes a supplier or vice versa, the module intelligently updates reference codes when appropriate
• Mandatory Reference Field: Makes partner reference required by default, ensuring every contact has a unique identifier for better data integrity
• Copy-Safe Functionality: When duplicating partners, automatically generates new reference codes instead of copying old ones to prevent conflicts
• Context-Aware Assignment: Respects Odoo context to determine correct reference type even when rank fields aren't explicitly set
• Zero Configuration Setup: Install and start using immediately - no settings to configure, no complex setup required, works out of the box
• Seamless Integration: Extends native res.partner model without modifying core Odoo code, ensuring compatibility and easy maintenance
• Configurable Sequences: Pre-configured sequences can be easily modified for custom prefixes, padding, or starting numbers through Odoo settings
• Multi-Company Support: Works perfectly in multi-company environments with company-independent sequences for consistent partner codes
• Data Integrity: Prevents empty or duplicate references, maintaining clean and organized partner database for reliable reporting
• Enhanced Searchability: Standardized reference formats make it easy to search, filter, and locate specific customers or suppliers quickly
• Professional Documentation: References appear on all invoices, quotations, purchase orders, and reports for better partner identification
• Better Reporting: Unique references enable accurate partner-wise reports, sales analysis, and purchase tracking across all modules
• Parent-Child Handling: Works correctly with parent companies and contact persons, maintaining proper reference hierarchies
• Import Compatible: Works with data imports and API integrations, automatically assigning references to bulk-created partners
• Performance Optimized: Lightweight module with minimal overhead, designed to handle thousands of partners without performance impact
• Prevents Manual Errors: Eliminates typos, duplicates, and inconsistent reference formats that occur with manual entry systems
• Time Saving: Saves hours of manual work by automatically handling reference assignment for every new partner created in the system