Partner ShareHolder
Who owns the company, and how much
A Shareholders tab on company contacts: shareholder, ownership rate and a note per line.
Partner ShareHolder (technical name viin_partner_shareholder) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for kyc officer, sales.
At a Glance
The facts of Partner ShareHolder, version 0.1, in one place. Published by Viindoo.
How It Works
Open the company; Shareholders tab; add lines.
The tab
Three owners, 100%.
A line
Rate and note.
Another company
Two owners.
What You Get
Shareholders tab on companies
Ownership rate per shareholder
Shareholders are contacts
Description per line
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.
Your discipline.
Open each company.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Partner ShareHolder?
KYC officer
Beneficial owners recorded.
Sales
Knows who decides.
Frequently Asked Questions
What does Partner ShareHolder do?
A Shareholders tab on company contacts: shareholder, ownership rate and a note per line.
What does Partner ShareHolder not do?
Rates are not checked to total 100. Your discipline. No ownership chain report. Open each company.
Who is Partner ShareHolder for?
KYC officer: Beneficial owners recorded. Sales: Knows who decides.
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: base. Odoo installs them with it.
How do I set it up?
Open the company; Shareholders tab; add lines.
What works well with it?
Equity Range (to_partner_equity_range): How big the equity is.
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_shareholder; pre-sales questions go to sales@viindoo.com.
See Partner ShareHolder in Action
Live demo: v17demo-int.viindoo.com/web#action=base.action_partner_form
Need help with Partner ShareHolder?
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 viin_partner_shareholder.
- Press Install.
Instruction
Instruction video: Partner ShareHolder
1. Managing partner shareholder information
- Access Contacts, find or create new customers/suppliers (partners).
- On the contact interface, at the Shareholders tab, press Add a line to enter the information:
- Contacts of shareholders: Select in the contact list or create a new one.
- Ownership rate.
- Description (if necessary).
- Note: You need to select the Contact Type as Company to enter information about the partner shareholders.
2. Filter to find partners by Shareholder information
Access the list of customers/suppliers, and use the filter tool to search for partners by shareholder information:
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.