Description

Odoo Customer partner or vendor defining via category Module 

Overview

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. 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.

Feature

• Separate menus for creating partner category for customer and vendor
• Assign Category to the Customer/Vendor
• Group Customers/Vendors by its Category in Kanban View
• Group Customers/Vendors by its Category in Tree View
• Select customer in sale order by code of customer’s category
• Select vendor in purchase order by code of vendor’s category

How It Works

Configure Customer Categories

Assign Category to the Customer

Customer grouped by Category in Kanban View, Customer grouped by Category in Tree View

Search Customer by its Category in Sale Order

Configure Vendor Categories

 

Assign Category to the Vendor

Vendor grouped by Category in Kanban View, Vendor grouped by Category in Tree View

Search Vendor by its Category in Purchase Order