Country State Group
Demo video: Country State Group
The Country State Group module categorizes country states and partners into different regional groups, facilitating better geographic management and operational planning. By grouping states into regions, this module helps organize data systematically, making it easier to manage multi-regional business operations such as logistics, distribution, and market analysis.
Key Features
- This module categorizes partners and country states into different state groups (also known as Country Regions).
- Add a new State Groups menu in the Contacts module to manage State Groups of each country.
- Add a new column of information about State Groups in the list of States.
- Add the link information between States and State Groups in the Contact view.
- This module adds default data about state groups in Vietnam.
Business Value
- Enhances customer and supplier segmentation by grouping states into regional categories, making it easier to manage business operations across different areas.
- Improves data organization and regional analytics for enterprises operating in multiple regions or countries.
- Supports logistics and supply chain planning, allowing businesses to tailor their strategies based on geographical classifications.
- Provides a structured approach to regional management, helping companies streamline their operations efficiently.
Who Should Use This Module?
- Businesses with multi-regional operations that require structured state grouping for better data management.
- Companies in logistics, supply chain, and distribution that need to optimize regional planning and delivery strategies.
- Organizations working with diverse customer segments who want to categorize partners based on geographical locations.
- Enterprises expanding into new markets that need predefined state group data for easier adaptation.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_base_state_group.
- Press Install.
Instruction
Instruction video: Country State Group
Concepts
- State Groups: Also known as National Region, is the division of a country into state groups according to different criteria of each country such as geographical location, language characteristics,...
Usages
1. Set up State Groups for each country
Navigate to Contacts ‣ Configuration ‣ State Groups, press Create:
Fill in the information on the view including:
- State Group Name;
- State Group Code (if have);
- Parent: Parent State Group;
- Country: Country of State Group in progress;
- States: States in the State Group in progress.
Once set up, you can access Contacts ‣ Configuration ‣ Fed. States to see the list of States by State Groups:
2. Create and manage a list of customers/vendors (partners) by State Groups
- Navigate to Contacts, press Create to create a new contact. When adding the contact's States information, the system will automatically retrieve the link to the State Groups based on the setting in step 1.
- Use the filter/group by to search and manage the list of partners by State Groups:
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.