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How do I prevent duplicate partners?

By
AJ Schrafel Paper Corp
on 5/8/13, 2:21 AM 5,920 views

Other than permissions to limit the users that have permission to create new partners how can I ensure that duplicate partners are not created?

Is there a custom module that will ask for confirmation before creating a new partner which has the same phone or fax as another partner?

You can customize module for such things.

Sudhir Arya (ERP Harbor Consulting Services)
on 5/8/13, 3:09 AM

I'm confused: how on earth a question with four answers has only one upvote? <rambling>

Daniel Reis
on 10/10/13, 7:38 AM
3

Daniel Reis

--Daniel Reis--
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Linda-a-Velha, Portugal
--Daniel Reis--

Author of the "Odoo Development Essentials" book.

Applications Manager at Securitas Portugal

Github: https://github.com/dreispt

Twitter; @reis_pt


Daniel Reis
On 10/10/13, 7:31 AM

The Trunk and the SaaS branches have a "Deduplicate Contacts" feature, on Sales -> Tools:

image description.

It could perfectly be backported for v7 stable

From where i can download the module can you give me the link please.

548
on 10/10/13, 8:01 AM
1

Fabrice Henrion (fhe)

--Fabrice Henrion (fhe)--
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San Francisco, United States
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Director Odoo Americas

Fabrice Henrion (fhe)
On 6/19/14, 7:40 PM

You can prevent the creation of 2 contacts with the same phone number by just making that field "unique" in the settings. This applies to any field.

which setting for Odoo community 10.0 ?

Arafat Ali
on 10/19/17, 8:04 PM
1

Ghanshyam Prajapati

--Ghanshyam Prajapati--

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Pune, India
--Ghanshyam Prajapati--
OpenERP Developer
Ghanshyam Prajapati
On 5/8/13, 3:13 AM

No, there is not any custom module that will ask for for confirmation before creating a new partner which has the same phone or fax as another partner.

You have to make custom module as per your expectation. please have a look use ofConstraints(http://stackoverflow.com/questions/13263507/openerp-unique-constraint) and sql_constraints

1
Laurens
On 5/22/13, 7:56 AM

This will fix your problem.

0
Nikolai Ensslen
On 11/14/17, 2:33 PM

In case someone desperately searches it, just as I did: The duplicate search and merge feature is weirdly hidden in Odoo 10, yet another item contributing to Odoo's usability catastrophy.

In a list view of contacts, select two random contacts, then hit "Action" > "Merge Selected Contacts". Hit "Skip these contacts". Hit "Deduplicate the other contacts". This will prompt you with the duplicate search form.

Again, unbelievable...

0

IT Libertas

--IT Libertas--
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| 4 3 7
Saint Petersburg, Russian Federation
--IT Libertas--

Visit us: https://odootools.com/

IT Libertas is a team of developers and automation experts to help you to unlock Odoo ERP system's potential. We have been communicating with end users to whom the software became a main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed.

We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world

IT Libertas
On 7/13/16, 8:44 AM

Have a look at his easily configurable module: https://apps.odoo.com/apps/modules/9.0/crm_duplicates/

0
Michel Hugues
On 10/10/13, 5:39 AM

I found this : The Heo_Unique_Partner_Ref module can prevent the creation of two partners with the same reference.

Is a Heonium module (http://www.heonium.com), you can see video presentation (https://www.youtube.com/watch?v=v4XVcUEJr5c)

This module adds a reference field below the name of the customer (in blue, so required)

 

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Asked: 5/8/13, 2:21 AM
Seen: 5920 times
Last updated: 11/14/17, 2:33 PM