Product Customer Reference
Manage customer-specific product codes and names seamlessly within your sales workflow. Bridge the gap between your internal product catalog and the references your customers use, enabling faster order entry, accurate communication, and professional sale order reports. Assign unique product codes per customer, search products by customer reference, manage all codes centrally, and print customer-specific references on sale order documents.
Features & Perks
- Customer-specific product codes and names per partner
- Search products by customer reference code or name in sale orders
- Central customer code management via a dedicated configuration menu
- Sale order reports printed with customer-specific product references
Customer-Specific Product Codes and Names
Assign unique product codes and names for each customer directly from the product form or through a dedicated configuration menu. Each customer can have their own reference code and product name stored alongside your internal product catalog. Multi-company support ensures data is properly scoped per company, and a unique constraint prevents duplicate codes for the same customer, product, and company combination.
Search Products by Customer Reference
Speed up order entry by searching for products using your customer's own reference codes and names. When creating a sale order, the product search field automatically includes customer-specific codes and names alongside standard internal references such as product name, default code, and barcode. Customers can communicate in their own terminology and orders are processed without manual cross-referencing.
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.
Sale Order Reports with Customer References
Printed sale order documents automatically include customer-specific product codes instead of your internal references. The report template applies customer codes across product name fields including standard products, combo products, and section lines, so the document your customer receives matches their own internal references exactly. This eliminates confusion during order fulfilment and improves professional communication with your customers.
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 19.0). Integrates seamlessly with the Sales module and product catalog. Fully supports multi-company configurations with automatic company-scoped data isolation.
Quick Start Guide
Install the Module:
- Navigate to Apps in Odoo main menu
- Search for "Rooteam Customer Reference" or "Product Customer Reference"
- Click the "Install" button to activate the module
- The module works out-of-the-box with zero configuration required
Add Customer Product Codes:
- Navigate to Sales → Configuration → Product Customer Code
- Click "Create" to add a new customer-product reference
- Select the customer, the product, and enter the customer's reference code
- Optionally enter the customer's product name
- Save the record
Add Codes from the Product Form:
- Navigate to Sales → Products → Products
- Open any product and go to the "Customer Code" tab
- Click "Add a line" to enter customer codes directly on the product
- Fill in the customer, reference code, and customer name
- Save the product to apply the changes
Search by Customer Reference in Sale Orders:
- Create a new sale order and select the customer
- In the order lines, click on the product field
- Type the customer's reference code or customer product name
- The matching product appears in the search results
- Select it to add it to the order line
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
Print Sale Orders with Customer References:
- Print or send the sale order document from the order form
- The PDF report automatically uses customer-specific product codes
- Product names on the document match the customer's internal references
- Applies to standard products, combo products, and section lines
- Share the document with your customer for clear, consistent communication
FAQs
What is a customer product code and how is it different from the internal product code?
A customer product code is the reference your customer uses internally for a product, which may differ from your own internal code. For example, your product may be "PROD-001" internally, but your customer calls it "CUST-REF-XYZ". This module lets you store both and use the customer's code automatically in sale orders and printed documents, improving communication accuracy.
Can I use this module in a multi-company setup?
Yes! The module fully supports multi-company configurations. Each customer product code record is scoped to a specific company, ensuring data isolation between companies. The company field defaults to the current user's company and can be adjusted when needed. Unique constraints are enforced per company, product, and customer combination.
Does the module require any configuration after installation?
No configuration is required. Simply install the module and the "Product Customer Code" menu appears under Sales > Configuration, and the "Customer Code" tab is added to all product forms. Start adding customer codes immediately. If you encounter any issues, please contact us at support@rooteam.net.
Is this module customizable?
Yes! Our module is customizable to meet your specific needs. We offer custom report formats, additional filtering options, 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 | 293 |
| Technical Name |
rt_product_customer_ref |
| License | OPL-1 |
| Website | https://rooteam.com |
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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