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We have Account Numbers assigned to every Customer and Vendor, and this happens during onboarding (outside Odoo).

We are finding users entering Customers and/or Vendors into Odoo when they are already there - they are not checking properly before adding the information.

How can we build a check into Odoo so that the same Customer and/or Vendor doesn't get created more than once.

Customer Account Numbers start with "C" and Vendor Account Numbers start with "S".

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Ray Carnes (ray)
Best Answer

One way is to create an Automated Action that is triggered to run when you create and update Contacts:

You may need to install the Automated Action Rules module (if it isn't already installed).


Create a new Automated Action that works on the res.partner (Contact) model.

  • Action To Do is Execute Python Code

  • Trigger Condition is On Creation and Update

  • Code is:

if not record.ref:  
  raise Warning("Account Number can't be blank!")  
else:  
  existing_partner = env['res.partner'].search([('id','!=',record.id),('ref','=',record.ref)])  
  if existing_partner:    
    raise Warning("You can't have the same Account Number in Odoo twice!\n\nAccount Number: " + \
      record.ref + " is already in Odoo, assigned to:" + existing_partner.name+ ".")



Given these Contacts in the database:



This is the Warning you will get if you try to save a Contact with an already used Internal Reference:


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How can I avoid duplicating in contact?

Ray Carnes (ray)

This post is about Contacts, if you have a different question, please post a different question instead of a comment on a post that is already answered.