Skip to Content

Automatic Partner Reference & Partner hierarchy view

Provide a unique automatic code for partner
85.91 € 85.91 € (Tax excluded)
US$ 100.00 (Tax excluded)

  • Versions
Terms and Conditions
30-day money-back guarantee
Shipping: 2-3 Business Days

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.