Sales - Customer Business Nature Profile
by Viindoo
| Lines of Code | 554 |
| Technical name | viin_sale_business_nature |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_sale_business_nature |
| Read description for | v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) Contacts (contacts) |
| Included Dependencies | Partner - Business Nature - Patch 1 Partner - Business Nature |
| Extensions | CRM ↔ Sales Business Nature Sync Sales - Business Nature ISIC |
The customer's business profile on every sales order and in the sales report
Industry, business type, employee size, enterprise scale and ownership type on sales orders - from the customer, editable - and in the sales analysis; the contact-side Sync wizard reaches the orders.
Sales - Customer Business Nature Profile (technical name viin_sale_business_nature) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales manager, analyst.
At a Glance
The facts of Sales - Customer Business Nature Profile, version 0.1.1, in one place. Published by Viindoo.
How It Works
Install; open Sales Analysis and group by the profile.
The order
Profile from Acme.
Analysis
The segments.
Sync
Push the corrected profile to the orders.
What You Get
Five profile fields on sales orders
Computed from the customer, editable
In the sales analysis
Sync wizard from contacts reaches the orders
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.
Sync to refresh.
Install it for section and division.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Sales - Customer Business Nature Profile?
Sales manager
Revenue by segment.
Analyst
One pivot, five dimensions.
Frequently Asked Questions
What does Sales - Customer Business Nature Profile do?
Industry, business type, employee size, enterprise scale and ownership type on sales orders - from the customer, editable - and in the sales analysis; the contact-side Sync wizard reaches the orders.
What does Sales - Customer Business Nature Profile not do?
Confirmed orders keep their values. Sync to refresh. ISIC levels via the ISIC bridge. Install it for section and division.
Who is Sales - Customer Business Nature Profile for?
Sales manager: Revenue by segment. Analyst: One pivot, five dimensions.
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: sale, viin_partner_business_nature_patch1. Odoo installs them with it.
How do I set it up?
Install; open Sales Analysis and group by the profile.
What works well with it?
Sales ISIC (viin_sale_business_nature_isic): Four levels in the report. Sales-CRM Business Nature (viin_sale_crm_business_nature): From the opportunity.
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_sale_business_nature; pre-sales questions go to sales@viindoo.com.
See Sales - Customer Business Nature Profile in Action
Live demo: v17demo-int.viindoo.com
Need help with Sales - Customer Business Nature Profile?
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
0.1.1 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
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.