Partner Code

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6.00 6.00 6.0 USD

6.00

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Version: V12
Environment: Enterprise


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Story behind the features

ODoo behavior

A partner (company or individual) is defined by the name. 

cluedoo BEHAVIOR

A partner can be defined by an internal reference in addition of his name.


module +

Provide the 2 approaches - by name and by code. The code is the only way to ensure the uniqueness of the partner and so to control the quality of the database..

 

cluedoo recommendation

Systematic installation. Useful for BI (statistic and reports).

Our features as solution

Different Number Format for Supplier, Customer and Both

Able to search partner using partner code

Only Partner with type is a Company

How to use this module

   Customer Code

Go to Contacts, create a contact with Company type, and on Sales & Purchases tab, “Is a Customer” is checked, and click Save. Internal Reference is automatically generated with prefix C and 5 digits of number 

 

   Supplier Code

Go to Contacts, create a contact with Company type, and on Sales & Purchases tab, “Is a Vendor” is checked, and click Save. Internal Reference is automatically generated with prefix S (Supplier) and 5 digits of number 

 

Customer and Supplier Code

Go to Contacts, create a contact with Company type, and on Sales & Purchases tab, “Is a Customer” and “Is a Vendor” are both checked, and click Save. Internal Reference is automatically generated with prefix S (Supplier) and 5 digits of number

 

Code can be filtered on list view