Customer Reference
Manage customer-specific product codes and names for seamless sales order processing. Assign unique reference codes per customer and product, search products using customer codes directly in sale orders, and automatically print customer references on sale order PDF reports. Built on Odoo's Sales module for complete customer reference transparency with multi-company support.
Features & Perks
- Assign customer-specific product codes and names per partner
- Search products by customer code directly in sale orders
- Manage all customer codes centrally via a dedicated menu
- Customer reference printed on sale order PDF reports
Customer Code Tab on Products
A dedicated "Customer Code" tab is added to the product variant form, allowing you to assign customer-specific product codes and names for each partner. Each entry links a customer to their preferred product code and name, enabling accurate reference management directly from the product configuration page. Unique codes are enforced per customer per company to avoid duplication.
Search Products by Customer Code
Enhanced product search in sale orders supports customer codes and customer product names in addition to the standard product name, internal reference, and barcode. When a customer is set on a sale order, typing their reference code in the product field instantly finds the correct product. This eliminates manual lookups and reduces order entry errors when customers use their own product numbering systems.
Central Customer Code Management
A dedicated menu under Sales → Configuration → Product Customer Code gives you a single place to view, create, and manage all customer-product code mappings across your entire catalogue. Filter and group records by customer, product, or company without opening individual product forms. Unique code enforcement per customer per company is maintained automatically, preventing duplicate references and keeping your data consistent at all times.
Customer Reference on PDF Reports
Sale order PDF reports automatically print the customer's reference code on each order line, replacing the standard product name display. This ensures that printed and emailed sales confirmations use the customer's own product numbering, reducing confusion and streamlining communication. The report inherits the same logic as the order line display, so what the customer sees on screen matches exactly what they receive in print.
User Guide
For detailed instructions and documentation for our amazing modules, visit our documentation website at docs.rooteam.net!
Take Me ThereCompatibility & Integrations
This module is compatible with both Odoo Community and Enterprise editions (Version 18.0). Integrates seamlessly with the Sales module and product configuration. Fully supports multi-company setups with unique customer code enforcement per company.
Quick Start Guide
Install the Module:
- Navigate to Apps in Odoo main menu
- Search for "RT Customer Reference" or "Rooteam Customer Reference"
- Click the "Install" button to activate the module
- The module works out-of-the-box with zero configuration required
Add Customer Codes to Products:
- Navigate to Inventory or Sales → Products
- Open a product and go to the "Customer Code" tab
- Click "Add a line" to add a new customer reference
- Select the customer (partner), enter their product code and product name
- Save the product to apply the customer reference
Search Products Using Customer Code:
- On the sale order with the customer set, click the product field on an order line
- Type the customer's product code or customer product name
- The system searches across internal references, product names, barcodes, and customer codes
- Select the matching product from the dropdown
- The correct product is added to the order line
Print Sale Order with Customer Reference:
- Confirm the sale order and click "Print" or "Send by Email"
- The PDF report displays [CUSTOMER-CODE] Product Name on each line where a code is assigned
- Lines without a customer code print the standard product description unchanged
- Share the printed or emailed confirmation directly with the customer
- The customer sees their own reference codes, eliminating any product identification confusion
Manage All Customer Codes Centrally:
- Navigate to Sales → Configuration → Product Customer Code
- View all customer-product code mappings in a single list view
- Filter and group by customer, product, or company for easy management
- Create or update customer codes without opening individual product forms
- Ensure unique codes per customer per company are maintained consistently
FAQs
What is a customer product code and how is it different from an internal reference?
A customer product code is the reference number or name that your customer uses to identify a product in their own system. It is different from your internal reference (default_code), which is your company's identifier. This module allows you to map each customer's code to your internal product so both systems stay in sync without any manual translation during order entry.
Can multiple customers have different codes for the same product?
Yes! Each customer can have their own unique product code for the same product. The module stores customer codes per partner, so Customer A can reference a product as "A-1001" while Customer B uses "B-XYZ-99" for the exact same item. When creating a sale order, the system automatically picks the correct customer code based on the order's customer.
Does the customer code appear on printed sale orders and PDF reports?
Yes! The module overrides the standard sale order PDF report to display the customer's reference code on every order line where a code is configured. The format used is [CUSTOMER-CODE] Product Name. If no customer code is assigned for a line, the standard product description is printed as usual. For any issues, reach out at support@rooteam.net.
Is this module customizable?
Yes! Our module is customizable to meet your specific needs. We offer custom report formats, additional reference fields, integration with third-party systems, and custom workflows. For any customization requests, contact us at support@rooteam.net.
Get In Touch With Us
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 273 |
| Technical Name |
rt_product_customer_ref |
| License | OPL-1 |
| Website | https://rooteam.com |
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