Give every customer a unique reference you can trust

Automatic, concurrency-safe customer reference generation for Odoo — with configurable formats, one-click legacy back-fill, a full audit trail, and instant lookup at the Point of Sale counter.

The problem

Past a few hundred contacts, staff can no longer tell the three John Smiths apart. Manual reference schemes drift into typos and duplicates, and the moment it hurts most is at the counter, when a cashier cannot pull up a returning customer fast enough.

The solution

Every contact gets a guaranteed-unique, business-facing reference the moment it is created — using a template you choose, with per-segment prefixes, a one-click back-fill for your existing customer base, and instant search at the POS.

Capabilities

Everything a growing customer base needs

Every capability below is implemented in the module.

01

Automatic generation on creation

Every new contact receives a guaranteed-unique, business-facing reference the moment it is saved — no manual entry, no gaps.

02

Configurable format templates

Choose sequential, prefix-plus-number, or per-segment prefixed formats, with padding and separator options to match how your business already talks about customers.

03

Live preview while configuring

See an example reference update in real time as you adjust the format, so you know exactly what codes you will get before committing.

04

Per-segment prefixes

Assign a distinct prefix and sequence to each customer tag or segment — retail, wholesale, or any category you already use — so the reference itself tells staff who they are dealing with.

05

One-click legacy back-fill

Assign references to your entire existing customer base in a single batch action, choosing whether to fill blanks only, overwrite, or preserve manually entered codes.

06

Safe bulk re-generation

Re-generate or correct references across selected customers whenever a format changes, without losing track of what changed or locking you into the first choice.

07

Full audit trail

Every reference assignment or change is logged with who, when, and how, so a disputed or duplicate-looking reference can always be explained.

08

Find customers at the POS by reference

Cashiers search by the customer reference directly from the Point of Sale partner list, with forgiving partial-match search that keeps the queue moving.

09

Guided quick-start setup

A first-run wizard walks through enabling automatic generation and picking a format, so references start working correctly from the first customer — no forum trip required.

Workflow

How it works

1

Configure your format

Pick a template, prefix, and padding, and confirm the live preview matches what you want.

2

Back-fill existing customers

Run the batch wizard once to assign references across your current customer base.

3

References generate automatically

Every new contact gets a unique reference on save, using your configured format and any segment prefix.

4

Look them up anywhere

Search by reference in Contacts, on the form, or at the Point of Sale counter, and review the full history any time.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Both. New contacts get a reference automatically on save, and the batch wizard lets you back-fill references across your entire existing customer base in one action — choosing to fill blanks only, overwrite everything, or preserve references that were entered manually.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Generate Customer Unique Reference

Guaranteed-unique contact references from configurable format templates, with per-segment prefixes, a live preview, one-click legacy back-fill, a full audit trail and reference lookup at the till.

Buy on Odoo App Store