Automatic Partner Reference & Partner hierarchy view
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-pnc-0001-automatic-partner-reference-partner-hierarchy-view-5066$ 98.13
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 112 |
| Technical Name |
fal_partner_code |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0001-automatic-partner-reference-partner-hierarchy-view-5066 |
| Versions | 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 112 |
| Technical Name |
fal_partner_code |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0001-automatic-partner-reference-partner-hierarchy-view-5066 |
| Versions | 18.0 |
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.
CLUEDOO RECOMMENDATION
Ensures that each partner as a unique sequence.
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.
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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