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Automatic Partner Reference & Partner hierarchy view

by
Odoo

$ 100.00

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Discuss (mail)
Lines of code 114
Technical Name fal_partner_code
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetpnc0001-automatic-partner-reference-partner-hierarchy-view-5066
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Discuss (mail)
Lines of code 114
Technical Name fal_partner_code
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/licclusetpnc0001-automatic-partner-reference-partner-hierarchy-view-5066
Versions 18.0 19.0

ODOO'S FUNCTION

In ODS, Partner references can be entered manually for customers and vendors, without automatic generation or hierarchical structure.


CLUEDOO'S FUNCTION

In CLuedoo, Partner references are generated automatically, and a partner hierarchy view is provided to clearly differentiate and manage customers, vendors, and general contacts.


CUSTOMERS

Go to Sales > Create a new Customer > Reference is automatically generated with prefix C and 5 subsequent digits.

VENDORS

Go to Purchase > Create a new Vendor > Reference is automatically generated with prefix S and 5 subsequent digits.

GENERAL CONTACTS

Go to Contacts > Create a new Contact > Reference is automatically generated with prefix N and 5 subsequent digits.

The code can also be filter in the list view of the Contacts.

Hierarchy view based on parent company is shown in Customers, Vendors, Contacts.

Note: When selecting a vendor in the pricelist, the vendor reference will also be displayed for easier identification and comparison. 


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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