Every opportunity deserves a real reference number not just an internal ID
Automatically assign persistent, unique, source-aware reference numbers to CRM opportunities — fully configurable from the interface, no Python or Custom subscription required.
The problem
Odoo's CRM tracks opportunities by internal database ID, with no human-readable, business-formatted reference for quoting, filing, or citing a deal in email and phone calls. Default counters drift after deletions, merges, and imports, leaving gaps and inconsistent numbering that undermine trust in the record.
The solution
This app auto-assigns a persistent, unique, source-aware reference (e.g. OPP-2026-0001, SE-2026-0001) the moment a lead becomes an opportunity. The format, padding, and per-source prefixes are configured entirely from Settings — no code, no Custom subscription — and the reference stays stable through the record's full lifecycle.
Everything a business reference number needs
Every capability below is implemented in the module.
Auto-Generated References
On creation as an opportunity, or on lead-to-opportunity conversion, a unique reference is assigned automatically. No admin action needed.
Source-Aware Prefixes
Map lead sources like Search Engine, LinkedIn, Facebook, and Newsletter to their own prefix, so the reference itself shows where the deal came from.
Live Prefix Preview
See the exact reference format render as you edit prefix, padding, and year settings, both in Settings and on each prefix row.
Guaranteed Uniqueness
A database-level unique constraint, backed by application checks, makes duplicate references impossible.
Standard License, No Code
Every capability is configured from the interface. No Python, no Custom subscription, no developer required.
Batch Assignment & Renumber
Assign references to records that predate installation or arrived via import, or renumber an entire set, in one click.
Manual Override
Managers can correct an individual reference through a guided wizard that still enforces uniqueness.
Full Audit Log
Every assignment, override, batch run, renumber, and merge is logged with the user, date, and reason for complete traceability.
Reporting by Source
Pivot and graph views summarize reference assignment volume by lead source and action type.
How it works
Configure your format
Set your default prefix, padding, and whether to embed the year, with a live preview, from CRM > Configuration.
Map your sources
Assign a distinct prefix to each lead source you track, such as SE for Search Engine or LI for LinkedIn.
References assign themselves
Every new opportunity, and every lead converted to one, receives its reference automatically.
Search, override, and report
Find opportunities by reference, correct one manually if needed, and review the full assignment history.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Every setting — prefix, padding, year, source mapping — is configured from the interface. It works fully on a Standard license.
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.
Sequence Number CRM Opportunity
A persistent, source-aware reference assigned the moment a lead becomes an opportunity — configurable prefixes and padding from Settings, guaranteed uniqueness, batch renumbering, manual override, and an audit log.
Buy on Odoo App Store