| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 98 |
| Technical Name |
ask_partner_category |
| License | LGPL-3 |
| Website | https://www.asksol.pk |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 98 |
| Technical Name |
ask_partner_category |
| License | LGPL-3 |
| Website | https://www.asksol.pk |
Partner Category for Odoo 18 Community Edition.
Partner Category | Partners Hierarchy
Key Highlights
Hierarchical Categories.
Multi-level parent-child structure for organized partner categorization.
Assign to Any Partner.
Customers, vendors, suppliers — categorize all partner types easily.
Dedicated Sales Menu.
Quick access under Sales → Configuration → Partner → Partner Category.
List & Form Views.
Intuitive create/edit with tree hierarchy display.
Group Partners by Category.
Native search filter and group-by in Partners view.
Recursion-Safe Hierarchy.
Built-in constraint prevents infinite loops.
Customers. Vendors. Suppliers. All categorized with multi-level hierarchy — right in Sales configuration.
Module in Odoo Apps Store
Search "partner category" or "partners hierarchy" in Odoo 18 Apps. Installs with sale_management dependency.
Menu in Sales → Partner → Partner Category
New menu under Sales Configuration for quick access to manage categories.
List View — Before Creating Categories
Clean tree view showing Name and Parent Category columns. Ready for new entries.
Create New Partner Category
Form view with Name (required) and Parent Category for hierarchy.
List View — After Creating Categories
Updated tree showing new categories with hierarchy (Parent reference).
Category Field in res.partner Form
"Group Category" dropdown added to partner form for easy assignment.
Group Partners By Category
Filter and group-by "Group Category" in Partners search view.
Hierarchical Structure.
Parent-child relationships with automatic recursion check.
Partner Form Integration.
"Group Category" field on res.partner form view.
Sales Menu Access.
Dedicated menu under Sales → Partner → Partner Category.
Tree & Form Views.
Full CRUD with Name and Parent Category fields.
Search & Group-By.
Filter and group partners by category in search view.
Odoo 18 Community.
Fully compatible with latest Odoo version.
Navigate to Sales → Configuration → Partner → Partner Category.
Yes, use Parent Category field. Recursion is blocked automatically.
Select from "Group Category" dropdown in any partner form (customer/vendor/supplier).
Use Group By → Group Category in Partners search view.
Latest Release 18.0.1.0
2026- partner.category model with name, parent_id, recursion constraint
- Inherit res.partner with group_category_id field
- Form/tree views for partner.category
- Action and menu under Sales → Partner → Partner Category
- Partner form inheritance: add Group Category field
- Partner search: filter, group-by on group_category_id
- Odoo 18 Community Edition support
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