| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 207 |
| Technical Name |
vits_partner_category |
| License | OPL-1 |
| Versions | 17.0 18.0 19.0 |
Customer Category | Vendor Category
Easily categorize customers, vendors, and companies with dedicated category management in Odoo.
The Customer Category | Vendor Category module allows you to organize customers, vendors, and companies by assigning categories directly from the partner form. It adds a category field on res.partner and provides separate category management for customers and vendors, making classification clear and structured. This helps businesses manage partners more efficiently, improve filtering and reporting, and maintain clean and well-organized partner records across Odoo.
Key Advantages
Structured Partner Classification
Categorize customers, vendors, and companies in a clean and organized way.
Separate Category Management
Manage customer and vendor categories independently for better control.
Improved Data Organization
Keeps partner records well-structured and easy to manage.
Faster Partner Filtering
Quickly filter customers or vendors based on assigned categories.
Centralized Category Field
Single category field available directly on the partner form.
Customer Category Menu in Sales
A dedicated Customer Category submenu is available under the Sales → Orders menu for easy category management.
Create and Manage Customer Categories
Create new customer categories using a clean and simple form view designed for customer classification.
Vendor Category Menu in Purchase
A separate Vendor Category submenu is available under the Purchase → Orders menu for vendor classification.
Create and Manage Vendor Categories
Create and manage vendor categories using a dedicated form view for better vendor organization.
Assign Category on Customer Form
Assign a category directly on the customer form using the Category field for better classification.
Group Customers by Category
Use the Group By filter to organize and view customers based on their assigned categories.
Assign Category on Vendor Form
Assign a category directly on the vendor form using the Category field for efficient vendor management.
Group Vendors by Category
Easily group and filter vendors by category using the Group By option.
👥 Customer Category Management
Create and manage categories specifically for customers.
🏢 Company Category Support
Assign categories to company-type partners as well.
🧾 Vendor Category Management
Create and manage separate categories for vendors.
🗂️ Clean Partner Organization
Keeps partner records neatly grouped by category.
🔍 Easy Filtering & Search
Filter partners quickly using category values.
⚙️ Backend-Only Configuration
Designed for efficient backend partner management.
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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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