Partner Business Nature Management
| Technical name | viin_partner_business_nature |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_partner_business_nature |
| Read description for | v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Contacts (contacts) |
| Extensions | CRM - Business Nature |
What it does
Enrich partner profile by adding 3 attributes:
- Business type
- Employee size
- Ownership type
Key Features
- Add the Business Types, Employee Size, and Ownership Type fields on the Contact form.
- Manage Business Types, Employee Size, and Ownership Type.
- Search Contacts by Business Types, Employee Size, and Ownership Type.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_partner_business_nature.
- Press Install.
Instruction
Instruction video: Partner Business Nature Management
Concepts
- Business type: Is the type of business of the customer/vendor. For example, Limited Liability (LL), Joint Stock (JS), Partnerships, ...
- Ownership type: It is a form of capital ownership in a business. For example, 100% state, 50% state, one-member limited liability company, ...
- Employee size: Is the number of employees of the enterprise.
Usages
- Step 1: Navigate to Contacts ‣ Configuration ‣ Business Types or Contacts ‣ Configuration ‣ Ownership Type or Contacts ‣ Configuration ‣ Employee Size:
Create a list of business types, ownership types, and employee sizes:
Business Types
Ownership type
Employee Size
- Step 2: Navigate to Contacts ‣ Contacts ‣ Create to create a new contact partner. In the information fields Business Types, Ownership Type, Employee Size, you choose the information relevant to the partner.
- Step 3: Filter/search/group the list of customers/vendors using the above criteria:
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.