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How to generate customer references automatically?

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crmsearchcustomersautomationcustomer_sku
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Frédéric Gilson (fgi)

I would like to automatically generate the customer reference when I save a new customer in my database. I have lots of customers and it would help when interacting with them. How can I do that?

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Frédéric Gilson (fgi)
Author Best Answer

The "customer reference" field is mostly used to store historical references from previous software.

If you need a similar mechanism in Odoo to improve the customer relationship, I would use the "id" field (of "res.partner" object). It increments automatically as you create new contacts (1 -> ...). You can add it to the email using placeholders, you can display it in the printed documents, you can type it in the URL to directly open the related contact form when interacting with them, or even use it in quick searches of search views.

You can find an example of this in the Helpdesk app. Ticket ref is the record ID.

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Openindustry.it SAS di Pioveasana Andrea & C.
Best Answer

install

https://github.com/OCA/partner-contact/tree/14.0/partner_ref_unique

in company set partner_ref_unique = all


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