Partner Equity Range
| Lines of Code | 120 |
| Technical name | to_partner_equity_range |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_partner_equity_range |
| Read description for | v 13.0 v 14.0 v 16.0 |
| Required Apps | Discuss (mail) Contacts (contacts) |
Demo video: Partner Equity Range
Key features
- Add the Equity Range field on the Contact form.
- Manage your partner's equity range.
- Search Contacts by Equity Range.
Supported Editions
- Community Edition
- Enterprise Edition
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).
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