13.88

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Point of Sale (point_of_sale)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Lines of code 116
Technical Name skit_partner_categories
LicenseOPL-1
Websitehttp://www.srikeshinfotech.com
Versions 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Point of Sale (point_of_sale)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Lines of code 116
Technical Name skit_partner_categories
LicenseOPL-1
Websitehttp://www.srikeshinfotech.com
Versions 15.0 16.0 17.0

Partner Categories

This module categorizes partners, facilitating customized Sales and Purchase analysis.

Explore This Module

Overview

This module empowers users to Categorize Partners for efficient data management and generates tailored Sales and Purchase reports based on these Categories, facilitaing insightful analysis and decision-making.

Key Features

Custom Partner Categorization: Users can define and assign custom categories to partners such as customers and vendors, allowing for flexible organization based on specific business needs.
Streamlined Reporting: The addon seamlessly integrates with Odoo's sales and purchase modules to generate detailed reports based on the categorized partners, simplifying data analysis and decision-making processes.
Enhanced Data Insights: By categorizing partners, businesses gain deeper insights into sales and purchasing patterns, enabling them to identify trends, opportunities, and areas for improvement more effectively.

Screenshots

The sub-menu "Partner Categories" is dispalyed with in Sale and Purchase Configuration section.
Upon clicking "Partner Categories" under Sales > Configuration, users are directed to a screen showcasing a "New" button for category creation, facilitating entry of category names and subsequent saving. The screen also presents a list of previously created categories for easy reference.

Note: Same will be applicable for Purchase > Configuration > Partner Categories
In both Customer and Vendor profiles, The "Partner Categoroy" field reflects categories established in Configuration > Partner Categories, allowing users to categories partners accordingly.
Clicking on "Partner Categories" under "Group by" in Sales > Reporting > Sales, generates reports based on categories and the selected measure values, providing detailed insights for analysis.

Note: Same will be applicable for Purchase > Reporting > Purchase

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Our Industries

Trading

Easily procure and sell your products

POS

Easy configuration and convivial experience

Education

A platform for educational management

Manufacturing

Plan, track and schedule your operations

E-commerce & Website

Mobile friendly, awe-inspiring product pages

Service Management

Keep track of services and invoice

Restaurant

Run your bar or restaurant methodically

Hotel Management

An all-inclusive hotel management application

Support

SrikeshInfotech is an India based software company that focuses on highly qualitative, timely delivered and cost-effective offshore software development. We have 16+ years of technical and functional experience in ERP Customization and Implementation. The experience made us understand all the logics followed in business both functionally and technically.

Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on info@srikeshinfotech.com or contact us on skype srikesh2008 or raise a ticket on support.

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