| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 230 |
| Technical Name |
sh_partner_category |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 16.0 8.0 17.0 13.0 14.0 15.0 9.0 11.0 10.0 12.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 230 |
| Technical Name |
sh_partner_category |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 16.0 8.0 17.0 13.0 14.0 15.0 9.0 11.0 10.0 12.0 |
Partner By Category
This module is useful to define partner by category. We have made one new menu for partners and by default kanban and list view category wise, You can mass email to customers and vendors category wise.
This module is also very useful where different packages or plans are there. So you can make different plans in category and very easily filter or group by customers or vendors by plans or packages.
Key features:
- Easy to set default partner category. New
- Easy to update partner category using mass action. New
- Easy to filter customers by category.
- Easy to filter vendors by category.
- Easy to do multi actions like mass email, archive, etc by category.
Version
v13.0.3 (15thJune 2022)
- New Default Partner Category Feature Added.
- New Mass Action Added To Update Partner Category.
- Initial Release
Partner Categories in customers.
List of Partner Categories
Partner Categories in vendor.
Partner Category in customer form
Kanban view of customers, default group by partner category.
List view of customers, default group by partner category, easy to send mass mail to customers of same category.
Partner category in vendor form.
Kanban view of vendors, default group by partner category.
List view of vendors, default group by partner category, easy to send mass mail to vendors of same category.
Set default partner category.
Default category automatic set when new partner is created.
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