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Reference Management: Unique & Mandatory Reference (Partner, Product, Product Category, Sale Order)

Referring to each partner with unique code, warning error if existing code entered
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ODOO'S FUNCTION

In standard Odoo, the system allows duplicate entries for partner references, product references, product category references and customer references on sales orders — leading to confusion, reporting errors, or operational risks.


CLUEDOO'S FUNCTION

✅ Enforces uniqueness for:

  • Partner Reference
  • Product Reference
  • Sales Order Customer Reference

✅ The system displays warning messages if a user tries to assign a duplicate value.


1. Unique Reference for Partner

Go to Contacts > Choose a contact > Under the Sales & Purchase tab, in the MISC section > Add a Reference

When we set the same reference to a different partner, it will show a warning.

2. Unique Reference for Products

When we set the same reference to a different product, a warning is displayed.

3.  Unique Reference for Customer

Go to Sales > Orders > New and create a new order > Fill in the Customer Reference 

When we set the same reference to a different SO, it will show a warning.