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 |
License | OPL-1 |
Website | http://www.srikeshinfotech.com |
Versions | 15.0 16.0 17.0 |
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 |
License | OPL-1 |
Website | http://www.srikeshinfotech.com |
Versions | 15.0 16.0 17.0 |
Partner Categories
This module categorizes partners, facilitating customized Sales and Purchase analysis.
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/screenshots/partner_categories.gif?81628b7)
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.
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/screenshots/sale_menu.png?81628b7)
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
Note: Same will be applicable for Purchase > Configuration > Partner Categories
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/screenshots/sale_view.png?81628b7)
In both Customer and Vendor
profiles, The "Partner Categoroy" field reflects categories established in Configuration > Partner
Categories, allowing users to categories partners accordingly.
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/screenshots/sale_partner_view.png?81628b7)
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
Note: Same will be applicable for Purchase > Reporting > Purchase
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/screenshots/reporting_view.png?81628b7)
Our Services
Odoo Customization
Odoo Implementation
Odoo Support
Hire Odoo Developer
Odoo Integration
Odoo Migration
Odoo Consultancy
Odoo Book Keeping
Odoo Licensing Consultancy
Our Industries
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/icons/trading-black.png?81628b7)
Trading
Easily procure and sell your products
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/icons/pos-black.png?81628b7)
POS
Easy configuration and convivial experience
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/icons/education-black.png?81628b7)
Education
A platform for educational management
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/icons/manufacturing-black.png?81628b7)
Manufacturing
Plan, track and schedule your operations
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/icons/ecom-black.png?81628b7)
E-commerce & Website
Mobile friendly, awe-inspiring product pages
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/icons/service-black.png?81628b7)
Service Management
Keep track of services and invoice
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/icons/restaurant-black.png?81628b7)
Restaurant
Run your bar or restaurant methodically
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/icons/hotel-black.png?81628b7)
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.
![](http://apps.odoocdn.com/apps/assets/17.0/skit_partner_categories/assets/misc/skit_gray_logo.png?81628b7)
Get Help & Support
Email
Contact Us
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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