Partner - Business Nature
| Lines of Code | 752 |
| Technical name | viin_partner_business_nature |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_partner_business_nature |
| Read description for | v 15.0 v 16.0 v 18.0 |
| Required Apps | Discuss (mail) Contacts (contacts) |
| Extensions | Partner - Business Nature - Patch 1 CRM - Customer Business Nature |
Business type, employee size and ownership on every company contact
Three classification tables - business type, employee size, ownership type - as fields on company partners, searchable and groupable, and editable by the customer on the portal.
Partner - Business Nature (technical name viin_partner_business_nature) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales, marketing, customer.
At a Glance
The facts of Partner - Business Nature, version 0.1.2, in one place. Published by Viindoo.
How It Works
Configure the lists; fill the Sales tab on the company; group the contact list.
The company
Distributor, 50-249 employees, private company.
Business types
The configurable list.
Sizes
Bands.
Grouped
The segment at a glance.
What You Get
Business Type, Employee Size, Ownership Type on partners
Configurable lists with descriptions
Group by and filter on contacts
Portal profile editing
Inherited by the company's contacts
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Ownership types
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.
The patch and ISIC modules add them.
CRM and Sales bridges do that.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Partner - Business Nature?
Sales
Segments B2B accounts.
Marketing
Campaigns by size and type.
Customer
Updates its own profile.
Frequently Asked Questions
What does Partner - Business Nature do?
Three classification tables - business type, employee size, ownership type - as fields on company partners, searchable and groupable, and editable by the customer on the portal.
What does Partner - Business Nature not do?
No enterprise scale or ISIC tree. The patch and ISIC modules add them. Not pushed to leads or orders by itself. CRM and Sales bridges do that.
Who is Partner - Business Nature for?
Sales: Segments B2B accounts. Marketing: Campaigns by size and type. Customer: Updates its own profile.
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?
Configure the lists; fill the Sales tab on the company; group the contact list.
What works well with it?
Business Nature - Patch 1 (viin_partner_business_nature_patch1): Enterprise scale and sync. ISIC Industry (viin_partner_industry_isic): Four-level industry. CRM Business Nature (viin_crm_business_nature): On leads. Sales Business Nature (viin_sale_business_nature): On orders and reports.
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 viin_partner_business_nature; pre-sales questions go to sales@viindoo.com.
See Partner - Business Nature in Action
Live demo: v17demo-int.viindoo.com/web#action=base.action_partner_form
Need help with Partner - Business Nature?
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
0.1.2 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
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.