| Required Apps |
•
Inventory Management (stock)
• Invoicing (account) • Purchase Management (purchase) • Sales (sale) |
| Technical Name |
professional_templates |
| License | OPL-1 |
| Website | http://www.optima.co.ke |
| Also available in version | v 16.0 v 13.0 v 12.0 v 11.0 v 14.0 v 15.0 |
Professionally Designed Invoice, P.O, R.F.Q, S.O, Quotation, Delivery Note and Picking List Templates
Take your business to the next level by using professionally designed reports templates for your Invoices, Sales Orders, Quotations, RFQs, Purchase Orders, Delivery Notes and Picking Lists. Ensure that you use your company theme colors, high resolution logos and uniform design in all your business reports. This Module will install five customizable templates for every document mentioned above. You will be able to select one among the five templates for each document/report and customize it with a nice large company logo, your company colors, any font color you want, any font family and size or even the background color of the invoice lines or sales order lines depending on which document you are customizing
New Version 10.0.1.7 Released For Odoo 10 on Jan 30, 2018
10 Distinct templates per every report
Use your own watermark or letterhead PDF
Watermark PDF
Watermark PDF
Watermark PDF + Dynamic Watermark Text
Append Your Extra Content In PDF Format To Reports
Terms & Conditions
Brochure Sample
New Standard Footer With More Details
How To Create A Watermark OR Upload Watermark PDF
How To Upload Watermark PDF
How To Add Watermark Text
How To Create Your Own Styles
Go To: Settings Technical Reports Report Styles
How To Set the Default Style For Your Company
Go To: Settings General Settings Professional Report Templates
Assign a Report Style to a Partner or a Report
Invoice: {'Template': Modern, 'font-family': san-serif, 'font-size': 10px, 'Theme Color': #545454}
Invoice: {'Template': Retro, 'font-family': dosis, 'font-size': 12px, 'Theme Color': #9ABE00}
Quotation: {'Template': Classic, 'font-family': corbel, 'font-size': 10px, 'Theme Color': #009ABE}
Quotation: {'Template': TVA, 'font-family': Arial, 'font-size': 12px, 'Theme Color': #9A00BE}
R.F.Q: {'Template': Modern, 'font-family': FontAwesome, 'font-size': 10px, 'Theme Color': #F07C4D}
R.F.Q: {'Template': Retro, 'font-family': Georgia, 'font-size': 11px, 'Theme Color': #33ECFF}
Delivery Note: {'Template': Classic, 'font-family': Bradley Hand, 'font-size': 11px, 'Theme Color': #FF337A}
Delivery Note: {'Template': TVA, 'font-family': Calibri, 'font-size': 10px, 'Theme Color': #3380FF}
Purchase Order: {'Template': Modern, 'font-family': NoticiaText, 'font-size': 11px, 'Theme Color': #8333FF}
Purchase Order: {'Template': Retro, 'font-family': Trebuchet MS, 'font-size': 12px, 'Theme Color': #FF3352}
Sales Order: {'Template': Classic, 'font-family': Marvel, 'font-size': 10px, 'Theme Color': #1E8449}
Sales Order: {'Template': TVA, 'font-family': Rosario, 'font-size': 11px, 'Theme Color': #FFC300}
Odoo Support Services
For bug reporting and fixing, enjoy our odoo support and development services from experienced team in Kenya
We are a highly qualified team of well-rounded software engineers and applications systems integrators specialised in open source ERP solutions for SMEs all over the world
+254 715 956 855
+254 776 519 392
OptimaICT
+optimaCoKeICT
@optima_ICT
www.optima.co.ke
Pre-Installation Requirements
- Install the latest version of a python dependency module called num2words. Module page:https://github.com/savoirfairelinux/num2words. - You can install it using the pip command: pip install num2words - If you face any problem during the installation, please send us an email with a screenshot of the error.
- Install the latest version of python dependency module called PyPDF2. - You can install it using the pip command: pip install pypdf2
- Download and install the latest version of wkhtmltopdf. - We recommend version 0.12.4 (with patched qt)
Installation
NOTE: Before you proceed to install this module, please check the Pre-Installation Requirements section above. This Module is a standard Odoo Module. Once you purchase it, please follow the following steps to install it:
- A download link will be given by Odoo once you purchase this module.
- You need to extract the downloaded file into Odoo 'addons' directory where all other modules are kept or you can put it anywhere else depending on your Odoo Configuration
- It may not be necessary to restart Odoo at this stage, but it is highly recommended.
- Enable developer mode/Debug Mode and go to Apps menu. Click on Updates Apps list for the new module to appear on the list of Apps.
- Search for professional_templates in the Apps list and then click on Install button and wait for it to finish
- After that you can go to Setting --> Technical --> Reports --> Report Styles to create your styles and apply to your documents. Please refer to Module Description page for illustrated configuration example
Configuration
Please refer to Module Description for illustrated steps on how to choose one among the multiple templates, colors, fonts, font size, and logos for your reports
Compatibility
- Fully Supports Odoo Version 10.0 Community and Enterprise Editions
Frequently Asked Questions (FAQs)
How do I print the reports in a different language?
First you need to translate the templates into your language. Please learn about how to do translation in Odoo here: https://www.odoo.com/documentation/10.0/reference/translations.html
You can also purchase the module and request for our help (open a ticket by sending email to support@optima.co.ke) on how to translate to a language of your choice.
The Header content is overlapping the Body content of the report?
This is usually caused by the Logo or the Company Address being too large.
This is not a big problem since in Odoo you can adjust the Paper Sizes to match the size of your logo or Address.
- If this happens, Enable Debug Mode in Odoo 9.0 in order to access the Extra Technical Settings
- Go to Settings -> Technical -> Reports -> Paper Format and open European A4 or US letter depending on your region or localization
- Adjust the Top Margin and Header Spacing until you get an optima size to match the size of your logo or address
- If you need help just send us a mail to support@optima.co.ke
Odoo Proprietary License v1.0 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.
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Any abuse of this reporting system will be penalizedwell thought out Software with nice Support
Very satisfied client
I had issues after installing this module but Bernard's top-notch support resolved it in good time. I am very impressed. Its definitely a 5-star from me. Dare
Great Module, Great Look and feel of Templates, A+ Support
We like the product and have received first class support. very timely responses and regular updates to the product, especially if bugs are found. It's a shame some people come right to the ratings to deceivingly rate a product so low. In the grand scheme, Bernard is one of the better Module developers on this platform and this module should be part of every Odoo install, a standard Highly recommended
Issue with multi page reports makes it useless right now
Although I love the look of the templates, we run into issues when our documents are more than one page. The report logo gets placed overtop of and cuts off parts of the second page. I have tried making the logo smaller but nothing seems to help. See pdf: https://drive.google.com/open?id=0Bw1dkkF1x3JaNXJlSVdubnIwZ00
No module named num2words
I could not setup num2words for this module "Unable to module professional_templates" because an extenal dependency is not met: No module named num2words. Please help me setup it on server ubuntu 16.04 thanks,
We have set up the library as your recommendation. These pictures show that we have been successful. creating dist creating 'dist/num2words-0.5.7-py2.7.egg' and adding 'build/bdist.linux-x86_64/egg' to it removing 'build/bdist.linux-x86_64/egg' (and everything under it) Processing num2words-0.5.7-py2.7.egg Removing /usr/local/lib/python2.7/dist-packages/num2words-0.5.7-py2.7.egg Copying num2words-0.5.7-py2.7.egg to /usr/local/lib/python2.7/dist-packages num2words 0.5.7 is already the active version in easy-install.pth Installed /usr/local/lib/python2.7/dist-packages/num2words-0.5.7-py2.7.egg Processing dependencies for num2words==0.5.7 Finished processing dependencies for num2words==0.5.7 root@ubuntu61:~# pip install num2words Requirement already satisfied: num2words in /usr/local/lib/python3.5/dist-packages (0.5.7) root@ubuntu61:~# pip install pypdf2 Requirement already satisfied: pypdf2 in /usr/local/lib/python3.5/dist-packages (1.26.0) But install moduel not sussces
Missing multi adress features
It seems that the module is missing the feature to display separates adress, especially for us in sales order : - Odoo native report : 3 adress blocks - Optima template report : 2 adress blocks and no consideration of specific invoicing adress (invoicing adress = customer adress , wich is not suppose to be if it's a specific adress is different from customer adress) eg : "Customer adress (Mr X, purchaser of "HisCompany" in New Jearsey Offices ) / Invoicing adress (Miss Y, accomptant of "HisCompany in Manhatan headquarter offices") / shipping adress ( Mr Z, Warehouse manager, of "HisCompany in Chicago Spare parts Warehouse") . This is an Odoo native important consideration where the setting is schown here : https://www.odoo.com/documentation/user/10.0/sales/quotation/setup/different_addresses.html Could it be possible to revise the module to eradicate this important feature regression. Actually, we have to print the quotation, write manually the missing adress, and scan the document, to be able to send it correctly. Thanks in advance. Kind regards.
Upgrade How-to
Hey Friends in Kenia! First, thank you all for this awesome module! I've already running an older version on odoo 10 community. System shows: Local: 10.0.1.2 | Remote: 10.0.1.7 I now downloaded the actual ZIP, expanded it to the "addons" folder and replaced the old one by the new one... got only errors. What did I wrong? Only a backup of the old version saved my life. Kind regards Pat
Send us Email if you encounter any issue: support@optima.co.ke
It is better to contact us directly when you encounter any error so that we can assist you within a very short time possible. If you post your error here, it may take awhile before we see it because we don't get automatically notified when you leave a comment here... we have to visit this page in order to see your comments and since we have several modules to maintain and manage, its rather almost impossible to check all your comments every day. Direct email to support@optima.co.ke is a better option when you have an issue with this module. Regards, Ben
odoo crash
when i install the module and restart server, odoo appears in blank with logo only
Will this report template provide Journal Entries print out template?
Hi Optima Support, Can I know this report template including Journal Entries template?
Send us Email if you encounter any issue: support@optima.co.ke
It is better to contact us directly when you encounter any error so that we can assist you within a very short time possible. If you post your error here, it may take awhile before we see it because we don't get automatically notified when you leave a comment here... we have to visit this page in order to see your comments and since we have several modules to maintain and manage, its rather almost impossible to check all your comments every day. Direct email to support@optima.co.ke is a better option when you have an issue with this module. Regards, Ben
Reply to "add module to odoo 10 enterprise it show blank screen."
Hi Rith, Kindly send us an email with the details (screenshots if possible) to support@optima.co.ke. This forum is best for leaving comments only not for solving issues with the module. We shall be glad to assist you as quick as possible. Regards, Bernard
add module to odoo 10 enterprise it show blank screen.
when i try to upload module to my odoo 10 enterprise it show blank screen, i am not sure what happen with this. but when i remove professional report template it work fine. is somebody have this problem or not?
Reply to "Customized Fields" by Jonathan POULSEN
Hi Jonathan, Thank you for your enquiry. Yes, any kind of field can be added to the templates. Very easy one-time task. Once you purchase, kindly send us an email and we shall assist you to do it.
Customized Fields
will your report template allow us to customize the form to include more fields. We have added a few customized fields and need to have them show up on the invoices, etc. Thanks.
Hi Érik merlhe
Thanks for your enquiry. Kindly send an email to support@optima.co.ke requesting for demo link. We will send the link to your email address. Regards, Ben
test
Hi . That looks nice. Do you have an adress where we can try the application?
Hi @Dare Bello
Thank you for your feedback. We have received your email and we shall proceed to troubleshoot this issue with you via mail. Next time if you have an issue, it is better to send an email than to post the error here because it take a lot quicker to solve your issue via email or Skype chat. Regards,
I installed successfully but when I tried to print a Sales Invoice, I got the following: Traceback (most recent call last): File "/opt/odoo10c/addons/report/controllers/main.py", line 96, in report_download response = self.report_routes(reportname, docids=docids, converter='pdf') File "/opt/odoo10c/odoo/http.py", line 506, in response_wrap response = f(*args, **kw) File "/opt/odoo10c/addons/report/controllers/main.py", line 45, in report_routes pdf = report_obj.with_context(context).get_pdf(docids, reportname, data=data) File "/opt/odoo10c/community/professional_templates/models/report.py", line 47, in get_pdf result = super(Report, self).get_pdf(docids, report_name, html=html, data=data) File "/opt/odoo10c/addons/report/models/report.py", line 178, in get_pdf html = self.with_context(context).get_html(docids, report_name, data=data) File "/opt/odoo10c/addons/report/models/report.py", line 144, in get_html return self.render(report.report_name, docargs) File "/opt/odoo10c/addons/report/models/report.py", line 120, in render return view_obj.render_template(template, values) File "/opt/odoo10c/odoo/addons/base/ir/ir_ui_view.py", line 1039, in render_template return self.browse(self.get_view_id(template)).render(values, engine) File "/opt/odoo10c/addons/web_editor/models/ir_ui_view.py", line 26, in render return super(IrUiView, self).render(values=values, engine=engine) File "/opt/odoo10c/odoo/addons/base/ir/ir_ui_view.py", line 1059, in render return self.env[engine].render(self.id, qcontext) File "/opt/odoo10c/odoo/addons/base/ir/ir_qweb/ir_qweb.py", line 53, in render return super(IrQWeb, self).render(id_or_xml_id, values=values, **context) File "/opt/odoo10c/odoo/addons/base/ir/ir_qweb/qweb.py", line 248, in render self.compile(template, options)(self, body.append, values or {}) File "/opt/odoo10c/odoo/addons/base/ir/ir_qweb/qweb.py", line 317, in _compiled_fn raise e QWebException: sha1() argument 1 must be string or buffer, not bool Traceback (most recent call last): File "/opt/odoo10c/odoo/addons/base/ir/ir_qweb/qweb.py", line 315, in _compiled_fn return compiled(self, append, values, options, log) File "", line 1, in template_professional_templates_invoice_lines_482 File "", line 92, in foreach_460 File "/opt/odoo10c/odoo/addons/base/ir/ir_qweb/ir_qweb.py", line 269, in _get_field content = converter.record_to_html(record, field_name, field_options) File "/opt/odoo10c/addons/web_editor/models/ir_qweb.py", line 296, in record_to_html sha = hashlib.sha1(getattr(record, '__last_update')).hexdigest()[0:7] TypeError: sha1() argument 1 must be string or buffer, not bool Error to render compiling AST TypeError: sha1() argument 1 must be string or buffer, not bool Template: professional_templates.invoice_lines Path: /templates/t/table/tbody/t/tr/td[2]/span Node:
@seth: Watermark or letterhead pdf
Hi Seth, Thanks for your enquiry. The module description has been updated to include procedure for using your own watermark or letterhead as background for your reports. Please check and send us an email incase you need more help.
Watermark or letterhead pdf
Pls advise how to upload watermark or letterhead pdf as you illustrated above in version 10.0.1.4. Many thanks
@Hernan
Thank you for your enquiry, Here is the major difference..... This is the very first of its kind, the best choice for many users, it has more templates to choose from (currently 10 templates per every report), use any font-family of your choice, adjust the font size to suite your needs, set the font color to match your company colors, a lot of flexibility in design... which is easy to further customize if necessary. Not to mention free support and regular code maintenance to match emerging customer needs.... Please go through the module description for more details and you will see alot of difference compared to others
Compare
Dear, what would be your main difference with this other module? Clever All In One Report Templates
@ Jeffrey Kam
Yes you can add your custom field to any section of the report. Please open a ticket with us so that we can help you.
@Kris Jessome
Thank you for purchasing this App. I have seen the PDF. What you are facing is a Paper format issue. The solution is described in the FAQ section under the "Documentation" Tab in this page. All you need to do is to go to paper settings and adjust the "Header Spacing" and "Top Margin" such that you have enough space for your LOGO. If you need further Help, Just Open a ticket with us and we shall help you as soon as possible
can i print report with my custom field?