Partner Equity Range
Equity range on company contacts
A configurable list of equity ranges - micro to corporation - as a tracked field on companies, cleared on individuals and shared with their contacts.
Partner Equity Range (technical name to_partner_equity_range) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales, credit control.
At a Glance
The facts of Partner Equity Range, version 0.1, in one place. Published by Viindoo.
How It Works
Define the ranges; set one on the company.
The company
Medium - $10M to $50M.
Ranges
Six bands.
Grouped
The spread.
What You Get
Equity ranges list
Equity Range on companies, inherited by contacts
Tracked
Group by on contacts
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
You pick the band.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Partner Equity Range?
Sales
Enterprise or SME at a glance.
Credit control
Limits by size.
Frequently Asked Questions
What does Partner Equity Range do?
A configurable list of equity ranges - micro to corporation - as a tracked field on companies, cleared on individuals and shared with their contacts.
What does Partner Equity Range not do?
Not computed from accounting. You pick the band.
Who is Partner Equity Range for?
Sales: Enterprise or SME at a glance. Credit control: Limits by size.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: contacts. Odoo installs them with it.
How do I set it up?
Define the ranges; set one on the company.
What works well with it?
Shareholders (viin_partner_shareholder): Who holds the equity. Business Nature (viin_partner_business_nature): The rest of the profile.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_partner_equity_range; pre-sales questions go to sales@viindoo.com.
See Partner Equity Range in Action
Live demo: v17demo-int.viindoo.com
Need help with Partner Equity Range?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
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.
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.