Partner Equity Range
| Lines of Code | 120 |
| Technical name | to_partner_equity_range |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_partner_equity_range |
| Read description for | v 13.0 v 14.0 v 15.0 |
| Required Apps | Discuss (mail) Contacts (contacts) |
Demo video: Partner Equity Range
Key features
- Add the Equity Range field on the Contact form.
- Manage your partner's equity range.
- Search or Group Contacts by Equity Range.
Benefit
The module helps businesses quickly identify and categorize partners based on their equity range, facilitating the evaluation of financial capacity for each partner. As a result, businesses can:
- Select partners that align with their business strategy, avoiding collaborations with those who do not meet financial requirements.
- Establish pricing policies, credit limits, and flexible payment conditions based on the financial capability of each partner group.
- Enable sales, finance, and partner management teams to work more efficiently with clear financial data on each partner.
Who Should Use This Module
Suitable for trading, distribution, or manufacturing businesses with a large network of partners who need to manage financial risk, optimize sales policies, and credit strategies based on each partner’s financial capacity.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_partner_equity_range.
- Press Install.
Instruction
Instruction video: Partner Equity Range
Concepts
- Partner equity range: Also known as enterprise size, is the classification of enterprises according to their total capital. In managing partners, classifying the size of a partner's business will help you have more perspectives and determine how to treat appropriately for each customer/supplier.
Usages
- Step 1: You navigate to Contacts ‣ Configuration ‣ Equity Range to create and manage a list of capital scales:
- Step 2: Classify enterprises by Equity range:
Navigate to Contacts ‣ Contacts to find or create a new partner contact. In the Equity Range field, select the appropriate one for the partner:
- Step 3: You can use filter/group to search for partners:
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.
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