Segment every partner with purpose instead of guesswork
One hierarchical, multi-company system for customer and vendor segments, industry classification, default assignment rules, and bulk operations — replacing scattered tags with a structure your whole team can trust.
The problem
Odoo's native partner tags are flat and undifferentiated between customer and vendor contexts, with no hierarchy, no default-assignment automation, and no company-scoped behavior. As soon as a business grows past a handful of contacts — or runs more than one company — tagging becomes inconsistent, unreportable, and impossible to enforce.
The solution
Partner Segmentation adds a dedicated, typed segment model with a visual parent-child hierarchy, circular-reference protection, configurable auto-assignment rules, bulk reassignment with a live impact preview, multi-company sharing or isolation, a hierarchical industry classification, and analytics — all from one coherent app.
Everything you need to segment contacts
Every capability below is implemented in the module.
Hierarchical Segments
Build parent-child segment trees with a computed complete-name path, so large partner bases stay organized at any depth.
Customer & Vendor Typing
Every segment is typed as Customer, Vendor, or Both, with dedicated menus so sales and purchasing manage their own segments without collision.
Circular-Reference Protection
Assigning a parent that would create a loop is blocked immediately with a clear validation error, before it ever reaches the database.
Default Assignment Rules
Define ordered rules that automatically apply a segment to new partners matching a domain, so categorization stays consistent without manual tagging.
Bulk Reassignment with Impact Preview
Add, remove, or replace segments across many contacts at once, with a live affected-partner count shown before you apply the change.
Multi-Company Scoping
Share a segment across every company or isolate it to one, enforced by a record rule so users only see segments their companies can access.
Hierarchical Industry Classification
Extend Odoo's built-in industry field with a codeable parent-child tree and inline descriptions, turning a flat list into a browsable classification.
Segment Analytics
A dedicated pivot and graph report breaks partner counts down by segment, type, and company for fast reporting.
Segments Everywhere on the Partner
Segments and industry are visible and filterable directly on the contact form, list, and search — consistent everywhere a partner appears.
How it works
Build Your Segment Tree
Create top-level and nested segments under Customer, Vendor, or Both, with codes and colors that match your business structure.
Set Assignment Rules
Configure domain-based rules so matching partners are segmented automatically the moment they are created.
Assign & Bulk-Manage
Tag partners individually, or select many at once and use the bulk wizard to add, remove, or replace segments with an impact preview.
Filter, Report & Analyze
Group kanbans and lists by segment, filter mailings and workflows, and review the pivot and graph report for a full breakdown.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Partner Segmentation adds a separate, purpose-built segment model alongside Odoo's tags, with typing, hierarchy, multi-company scoping, and rules that native tags don't support. Your existing tags are untouched.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Partner Segmentation
Segment customers and vendors with hierarchical, typed partner categories, automatic assignment rules, bulk operations, multi-company scoping and a searchable industry classification tree.
Buy on Odoo App StoreMore Odoo contacts apps
Partner Sequence Codes
Automatic per-scope reference codes (contact / customer / vendor) for partners
Partner Tax ID (VAT) Uniqueness — Enforced & Audited
Enforced Tax ID uniqueness for customers and vendors, with parent/child exceptions, multi-company awareness and a real-time conflict banner — plus duplicate visualization and a full audit log.
Contact Relationship Types
Configurable, directional relationships between contacts with automatic reciprocal links, validity dates and a network graph — so who relates to whom is a record, not a note.
Contacts Default View
Per-screen, per-user default view rules that survive every login — set once in Settings, overridable by each user, with every other view still one click away and no JavaScript involved.
Customer Search & Filter
Instant phone, email and city lookup with combined AND/OR search and a transparent filter preview — plus saved templates, role-based presets and bulk actions on the results.
FirstName - LastName
Split every contact's Name into addressable first, middle and last name fields — with a guided setup, a reviewable bulk-correction wizard, per-company scoping and a full audit trail.