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.
Module Screenshots & Explanations
Partner Categories Configuration Menu
The sub-menu "Partner Categories" is displayed with in Sale and Purchase Configuration section.
Partner Categories Creation Screen
Upon clicking "Partner Categories" under Sales -> Configuration, users are directed to a screen showcasing a "New" button for category creation, facilitating entry of category names and subsequent saving. The screen also presents a list of previously created categories for easy reference.
Partner Category Assignment in Customer & Vendor Profiles
In both Customer and Vendor profiles, The "Partner Category" field reflects categories established in Configuration -> Partner Categories, allowing users to categories partners accordingly.
Partner Categories Reporting & Group By Analysis
Clicking on "Partner Categories" under "Group by" in Sales -> Reporting -> Sales, generates reports based on categories and the selected measure values, providing detailed insights for analysis.
Free Support
You will get 90 Days free support in case any bugs or issue (Except data recovery).
If any other custom modules are installed and because of that module some issue occurs then we charge extra.
Srikesh Infotech is an India based software company that focuses on highly qualitative, timely delivered and cost-effective offshore software development. We have 18+ years of technical and functional experience in ERP Customization and Implementation. The experience made us understand all the logics followed in business both functionally and technically.
Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on
info@srikeshinfotech.com
or contact us on WhatsApp +91 75388 24350 or raise a ticket on support.
