Odoo Certified Partner
Partner Categories
Enhances partner management and reporting in Sales and Purchase with smart categorization.
About Us
This module is built for you if:
- You want to categorize customers and vendors efficiently.
- Your organization manages a large number of partners.
- You need category-based Sales and Purchase reporting.
- You want better customer/vendor segmentation.
- You require easier filtering and analysis of partner data.
- Your business needs centralized category management.
How Organisations Use This Module
Customer Classification
Organizations use this module to classify customers based on business type, region or priority.
Vendor Segmentation
Businesses can organize vendors into different supplier categories for easier management.
Category-Based Reporting
Users can analyze Sales and Purchase reports based on partner categories.
Better Business Analysis
Organizations can track category-wise performance to support business decision-making.
Key Highlights
Mandatory Partner Categorization
Ensure every customer, vendor, and contact is assigned a Partner Category, maintaining accurate and organized master data.
Unique Category Validation
Prevent duplicate Partner Categories by enforcing unique category names and maintaining clean, consistent records.
Custom Partner Categories
Create and manage Partner Categories based on your business requirements for effective customer and vendor segmentation.
Category-wise Sales Reports
Generate detailed sales reports grouped by Partner Category to analyze performance across different customer segments.
Category-wise Purchase Reports
Track and analyze purchase transactions by Partner Category for improved vendor and procurement insights.
Advanced Search & Filtering
Quickly search and filter partners, sales, and purchase records using Partner Categories for faster reporting and decision-making.
Partner Categories Configuration Menu
Partner Categories Creation Screen
Partner Category Assignment in Customer & Vendor Profiles
Partner Categories Reporting & Group By Analysis
Duplicate Category Validation
Our Features
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Latest Releases
24th Jan, 2026
Module Services
Industries We Serve
Our Services
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FAQ
Frequently Asked Question
Free Support
You will get 90 Days free support in case any bugs or issue
Srikesh Infotech is an India based software company that focuses on highly qualitative, timely delivered and cost-effective offshore software development. We have 18+ years of technical and functional experience in ERP Customization and Implementation.
Please note that You're not allowed to distribute this module after purchase! In case of any question regarding this module feel free to email us on info@srikeshinfotech.com or raise a ticket on support.
| 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 | 154 |
| Technical Name |
skit_partner_categories |
| License | OPL-1 |
| Website | http://www.srikeshinfotech.com |
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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