• Partner By Category
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  • About Module


    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.

    Versions


    • v12.0
    • v11.0
    • v10.0
    • v9.0
    • v8.0

    Features


    • 1) Easy to filter customers by category.
    • 2) Easy to filter vendors by category.
    • 3) Easy to do multi actions like mass email, archive, etc by category.

    Installations


    1) You will receive the link to download the zip file of the module pls download it.

    2) Extract the zip file, you will see folder named ‘sh_partner_category’

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button

    6) In the search bar, search ‘sh_partner_category’

    7) Click on ‘Install’ to install it.

    Workflow


    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.

    Support

    You will get free support and assistance in case of any issues