Overview
Partner Categories
Enhances partner management and reporting in Sales and Purchase with smart categorization.
This module is built for you if:
- You want to categorize customers and vendors efficiently.
- Your organization manages a large number of partners.
- You need category-based Sales and Purchase reporting.
- You want better customer/vendor segmentation.
- You require easier filtering and analysis of partner data.
- Your business needs centralized category management.
How Organisations Use This Module
Customer Classification
Organizations use this module to classify customers based on business type, region or priority.
Category-Based Reporting
Users can analyze Sales and Purchase reports based on partner categories.
Vendor Segmentation
Businesses can organize vendors into different supplier categories for easier management.
Better Business Analysis
Organizations can track category-wise performance to support business decision-making.
Key Features
Partner Categories Menu
Adds “Partner Categories” submenu under Sales and Purchase configuration.
Easy Category Management
Users can create, edit and manage partner categories easily.
Customer & Vendor Integration
Partner categories can be assigned directly in customer and vendor profiles.
Mandatory Category Assignment
Ensures better data consistency by making the category field mandatory.
Reporting Enhancement
Adds “Partner Categories” option in Group By for Sales and Purchase reports.
Better Organization
Helps businesses maintain structured customer and vendor classification.