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?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Księgowość
- Zapasy
- PoS
- Project
- MRP
To pytanie dostało ostrzeżenie
The "customer reference" field is mostly used to store historical references from previous software.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.
install
https://github.com/OCA/partner-contact/tree/14.0/partner_ref_unique
in company set partner_ref_unique = all
Podoba Ci się ta dyskusja? Dołącz do niej!
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
Zarejestruj sięPowiązane posty | Odpowiedzi | Widoki | Czynność | |
---|---|---|---|---|
|
1
sie 24
|
2043 | ||
|
0
sie 24
|
196 | ||
|
1
lis 23
|
3302 | ||
Search the 'log notes'
Rozwiązane
|
|
1
kwi 24
|
2914 | |
|
0
maj 20
|
3011 |