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Partner Categories

by
Odoo

$ 15.00

In-App Purchases
v 19.0 Third Party 2
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 151
Technical Name skit_partner_categories
LicenseLGPL-3
Websitehttp://www.srikeshinfotech.com
Versions 15.0 16.0 17.0 19.0
You bought this module and need support? Click here!
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 151
Technical Name skit_partner_categories
LicenseLGPL-3
Websitehttp://www.srikeshinfotech.com
Versions 15.0 16.0 17.0 19.0

Odoo Certified Partner

Partner Categories

Enhances partner management and reporting in Sales and Purchase with smart categorization.

Community
Enterprise

About Us

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Days Free Support
90
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Custom Apps
125+
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Happy Customer
100+
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Year Of Experience
18+
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countries
23+
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Industries Served
45+
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+91 75388 24350

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

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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

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Partner Categories Menu

Adds “Partner Categories” submenu under Sales and Purchase configuration.

Easy Category Management

Users can create, edit and manage partner categories easily.

Customer & Vendor Integration

Partner categories can be assigned directly in customer and vendor profiles.

Mandatory Category Assignment

Ensures better data consistency by making the category field mandatory.

Reporting Enhancement

Adds “Partner Categories” option in Group By for Sales and Purchase reports.

Better Organization

Helps businesses maintain structured customer and vendor classification.

Partner Categories Configuration Menu

The sub-menu "Partner Categories" is displayed with in Sale and Purchase Configuration section.

Partner Categories Creation Screen

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.

Partner Category Assignment in Customer & Vendor Profiles

In both Customer and Vendor profiles, The "Partner Category" field reflects categories established in Configuration -> Partner Categories, allowing users to categories partners accordingly.

Partner Categories Reporting & Group By Analysis

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.

Our Features

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Latest Releases

Latest Release 19.0.1.0.0
Add
24th Jan, 2026
Initial Commit.

Module Services

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Free Installation
24x7 Assistance
Fully Scalable
Free 90 Days Support

Industries We Serve

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Manufacturing

Control who accesses production orders, inventory and supplier data with precise Odoo access control lists.

Retail & E-commerce

Manage sales staff visibility and restrict sensitive customer and pricing data using Odoo user permissions.

Healthcare

Maintain strict confidentiality by limiting access to patient records and workflows through role-based access control in Odoo.

Finance

Secure financial records, transactions and reports with advanced Odoo admin tools and custom permissions.

Education

Define access levels for teachers, students and administrators to manage academic data efficiently.

Real Estate

Ensure agents only access their assigned leads and property records with dynamic Odoo user access rights settings.

Logistics & Supply Chain

Manage who can view, update or approve shipping data and vendor contracts.

Hospitality

Define access for front desk, housekeeping and management staff to streamline hotel operations.

Legal & Compliance

Restrict case files and internal communication with tight Odoo access management settings.

IT & Software Services

Provide secure, project-based access to developers, clients and QA teams.

Human Resources

Configure access levels for recruitment, payroll and performance modules with ease.

Government & Public Sector

Safeguard citizen records and internal documentation with layered Odoo role-based access control.

Construction

Safeguard citizen records and internal documentation with layered Odoo role-based access control.

Fleet Management

Safeguard citizen records and internal documentation with layered Odoo role-based access control.

Our Services

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FAQ

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Frequently Asked Question

This module helps businesses organize customers and vendors efficiently for better management and reporting.
2. Can this module improve Sales and Purchase reporting?
Yes, the module provides category-based reporting for improved business analysis and decision-making.
3. Can users assign categories to both customers and vendors?
Yes, partner categories can be assigned directly to customer and vendor profiles.
4. Is it easy to manage partner categories?
Yes, users can easily create, edit, and manage categories from the configuration menu.
5. How does this module help large organizations?
It helps businesses manage large numbers of partners efficiently using structured category classification.

Free Support

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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.

support-free-
+91 75388 24350

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