Partner - Business Nature
| Lines of Code | 294 |
| Technical name | viin_partner_business_nature |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/viin_partner_business_nature |
| Read description for | v 15.0 v 17.0 |
| Required Apps | Discuss (mail) Contacts (contacts) |
| Extensions | CRM - Customer Business Nature Partner - Business Nature - Patch 1 |
Demo video: Partner Business Nature Management
What it does
Manage and classify your partners by their business nature to support better segmentation and sales strategy.
Key Features
- Add business profile attributes to partners: * Industry * Business Type * Employee Size * Enterprise Scale * Ownership Type
- Display these fields on the portal so customers can update their own business profile (viin_partner_business_nature_patch1 is required)
- Use in CRM, Sales, and Analytics (additional modules required)
- Easily extendable by other modules to support business data syncing and reporting
Ideal for B2B organizations that want to: * Segment customers accurately * Automate customer data collection * Empower customers to manage their own business information
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.