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  1. APPS
  2. Purchases, Sales, Project, Human Resources
  3. All in one summary in customer v 16.0
  4. Sales Conditions FAQ

All in one summary in customer

by INKERP https://www.inkerp.com/
Odoo

$ 17.79

v 16.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
• Invoicing (account)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 328
Technical Name eg_all_summary
LicenseOPL-1
Websitehttps://www.inkerp.com/
Versions 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
• Invoicing (account)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 328
Technical Name eg_all_summary
LicenseOPL-1
Websitehttps://www.inkerp.com/
Versions 16.0 17.0 18.0 19.0
  • Description
  • License

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All in one summary in customer

All-in-One Summary in customer This module provides a comprehensive overview of key partner-related activities, including sales, purchases, invoices, deliveries, meetings, and tasks. It enables efficient tracking and management of crucial business interactions in a single, unified interface.



  • Features
  • Screenshots
  • Support
  • Service

Features

Instant Access:

View customer records without searching multiple menus.

Everything in One Place:

All interactions and transactions are neatly organized.

Saves Time:

Get a quick snapshot of partner-related data in just a few clicks.

Screenshot

1) Company Form View

Inside Companies Settings set Summary Limit for records to display.


Navigation : Settings → Users & Companies → Companies


Odoo Studio

2) Partner "Sale Orders" tab View

Inside Contact/Partner record in new tab "Sale Orders", display last records of that partner as per limit.



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3) Partner Sale Order View

On "View" button of "Sale Orders" records, redirects to that sale order.



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4) Partner "Purchase Orders" tab View

Inside Contact/Partner record in new tab "Purchase Orders", display last records of that partner as per limit.



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5) Partner Purchase Order View

On "View" button of "Purchase Orders" records, redirects to that purchase order.



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6) Partner "Customer Invoices" tab View

Inside Contact/Partner record in new tab "Customer Invoices", display last records of that partner as per limit.



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7) Partner "Customer Invoices" View

On "View" button of "Customer Invoices" records, redirects to that customer invoices.



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8) Partner "Vendor Bills" tab View

Inside Contact/Partner record in new tab "Vendor Bills", display last records of that partner as per limit.



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9) Partner "Vendor Bills" View

On "View" button of "Vendor Bills" records, redirects to that vendor bills.



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10) Partner "Incoming Orders" tab View

Inside Contact/Partner record in new tab "Incoming Orders", display last records of that partner as per limit.



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11) Partner "Incoming Orders" View

On "View" button of "Incoming Orders" records, redirects to that incoming orders.



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12) Partner "Delivery Orders" tab View

Inside Contact/Partner record in new tab "Delivery Orders", display last records of that partner as per limit.



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13) Partner "Delivery Orders" View

On "View" button of "Delivery Orders" records, redirects to that delivery orders.



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14) Partner "Meetings" tab View

Inside Contact/Partner record in new tab "Meetings", display last records of that partner as per limit.



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15) Partner "Meetings" View

On "View" button of "Meetings" records, redirects to that meeting.



Odoo Studio

16) Partner "Tasks" tab View

Inside Contact/Partner record in new tab "Tasks", display last records of that partner as per limit.



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17) Partner "Tasks" View

On "View" button of "Tasks" records, redirects to that task.



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User Guide

Email

COPY LINK

team@inkerp.com

Watch Video Tutorial

Click here to watch videos

Teams

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team@inkerp.com

Our Service

Odoo Implementation

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Suggested Products

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All In One Stock Detail

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All in One Tags

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All in One Priority - Sale, Purchase, Account, Inventory

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All in one order line views

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Auto Section In Sale Order