The Silverdale Prevent Duplicate Vendor Reference feature enhances Odoo's purchase module by introducing smart validation for Vendor References (the Vendor Reference field on RFQs and Purchase Orders). In real-world procurement workflows, duplicate vendor references can lead to confusion, miscommunication with suppliers, or even duplicate payments.
To address this, this feature introduces two user-configurable behaviors: Strict Mode and Warning Mode. Whether you want to enforce strict data validation or allow user discretion, this feature ensures better control and integrity of your procurement data.
Key Features
- Duplicate Check on Vendor Reference:
Automatically checks for duplicates on the Vendor Reference field across all RFQs and Purchase Orders within the same company. - Two Operational Modes (Configurable):
- Strict Mode: Blocks creation or update if a duplicate reference is found.
Message: “Vendor Reference already exists on another RFQ or Purchase Order.” - Warning Mode: Displays a warning popup with an option to proceed.
Message: “Warning: Vendor Reference already exists on another RFQ or Purchase Order. Do you want to continue?”
- Strict Mode: Blocks creation or update if a duplicate reference is found.
- Easy Configuration Panel:
Admins can toggle between Strict and Warning modes from Purchase Settings or the SME Configuration Panel.
User Workflow
- Create a Purchase Order or RFQ:
- Navigate to Purchases > Orders > Requests for Quotation.
- Fill in the Vendor Reference field (partner_ref).
- Click Save or Confirm.
- System Behavior Based on Mode:
- Strict Mode: Blocks save/confirm with an error.
- Warning Mode: Shows a popup and asks for confirmation to continue.
- Configure the Mode:
- Go to Purchases > Configuration > Settings (or SME > Purchase Configuration).
- Locate the setting:
Duplicate Vendor Reference Handling- Options:
- Strict (Block creation)
- Warning (Allow with popup)
- Options:
- Save to apply.
Why It Matters
- Ensures data integrity across vendor records.
- Reduces risk of duplicate bills or payments.
- Provides flexible enforcement to match your company’s procurement policy.
- Improves vendor audit trails and communication transparency.
By intelligently managing Vendor References, the Silverdale Prevent Duplicate Vendor Reference feature empowers teams to maintain cleaner records and smoother procurement operations.