Prevent Duplicate Customer Reference On Sales Quotation

Inaccurate or duplicated Customer References can cause major confusion across sales, logistics, and accounting teams. When the same reference number is used across multiple sales documents, it becomes difficult to track, reconcile, or validate customer requests — leading to fulfillment errors or billing issues.

The Prevent Duplicate Customer Reference on Sales Quotation feature solves this by automatically checking for existing orders with the same Customer Reference within the same company. If a duplicate is found, the system blocks the save action and displays a clear warning — helping maintain data integrity and smooth order processing.

Key Features & Benefits:

Automatic Duplicate Detection

• Checks the Customer Reference field (client_order_ref) against all other Sales Quotations and Orders within the same company
• Runs automatically on quotation creation or update

Block Conflicting Entries

• If a duplicate reference is found, the system prevents saving and shows the following warning:

  "Customer Reference already exists on another quotation or order."

Company-Specific Validation

• Duplicate checks are scoped to orders in the same company, supporting multi-company environments

Enforces Unique Customer Communication

• Ensures each Sales Quotation or Order has a distinct reference for audit trails and downstream processes
• Reduces customer service confusion, shipping duplication, and invoice mix-ups

Seamless Integration with Standard Sales Workflow

• Works in both Quotation and Sales Order stages
• No user action required, validation is fully automated behind the scenes

Example Use Case:

A salesperson tries to enter a new sales quotation for a corporate client and inputs "REF-2024-001" as the Customer Reference.

Unknown to them, this reference was already used in a previous confirmed Sales Order.

Upon saving, the system blocks the action and displays:

"Customer Reference already exists on another quotation or order."

The salesperson is prompted to enter a corrected or updated reference, ensuring data clarity and traceability.

Summary:

The Prevent Duplicate Customer Reference on Sales Quotation feature strengthens sales data accuracy in Odoo by enforcing the uniqueness of Customer Reference values across quotations and orders within the same company. It reduces confusion, supports traceability, and ensures a more reliable sales process from quotation to invoicing.