Partner - Business Nature
| Lines of Code | 866 |
| Technical name | viin_partner_business_nature |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_partner_business_nature |
| Read description for | v 15.0 v 16.0 |
| Required Apps | Discuss (mail) Contacts (contacts) |
| Extensions | CRM - Customer Business Nature Partner - Business Nature - Patch 1 |
Partner - Business Nature
Add business profile fields to partners (industry, size, ownership...) to classify customers, segment B2B markets, and let portal users update their info
Manage and classify your partners by their business nature to support better segmentation and sales strategy.
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Add business profile attributes to partners
- Industry.
- Business Type.
- Employee Size.
- Enterprise Scale.
- Ownership Type.
- Display these fields on the portal so customers can update their own business profile.
(`viin_partner_business_nature_patch1` is required).
- Use in CRM, Sales, and Analytics (additional modules required).
- Easily extendable by other modules to support business data syncing and reporting.
Ideal for B2B organizations that want to
- Segment customers accurately.
- Automate customer data collection.
- Empower customers to manage their own business information.
Business nature configuration
Business types configuration
Ownership type configuration
Employee size configuration
Filter, search for partners by business nature
Create a new customer/vendor contact
See Partner - Business Nature in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Partner - Business Nature?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Changes log
We continuously improve this module. Recent updates from the official Viindoo repository:
- 2025-12-16 Fixed Missing Industry field on partner form.
- 2025-06-16 Improved Synch upstream partner.
- 2025-06-13 Added For more customer insight.
Works Great With These Modules
Extend Partner - Business Nature with complementary Viindoo apps:
CRM - Customer Business Nature
Enhance CRM Leads/Opportunities with business profile fields and sync them from related customers
Module viin_crm_business_naturePartner - Business Nature - Patch 1
Add Enterprise Scale to partner profile and other improvements
Module viin_partner_business_nature_patch1Who Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
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).
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The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
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