Advanced Sale & Invoice Filter Wizard
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Overview
This Odoo module provides a powerful and user-friendly wizard for generating detailed reports in both the Sales and Accounting modules. The wizard allows users to filter and print invoices and sales orders based on specific criteria such as customer, status, date range, and payment status. Designed to streamline reporting and enhance the decision-making process, this module is ideal for businesses looking to gain deeper insights into their financial and sales data.
Key Features
- ✓ Easily filter records by customer, status, date range, and payment terms.
- ✓ Supports both Sales Orders and Invoices , making it a versatile reporting tool for different departments.
- ✓ Custom single record PDF report template for Invoices and Sales.
- ✓ Error handling feature when no record is found for the selected Criteria.
- ✓ Professionally designed report templates using tables and CSS for a polished presentation.
- ✓ Integrated seamlessly into Odoo’s user interface, providing an intuitive experience for generating and viewing reports.
- ✓ Useful for both Community and Enterprise edition.
Screenshots
Invoices wizard
When no criteria is selected, the wizard will print all the records. You can see the PDF showing all the records with total amount of existing records at the end. Set your company logo and Address in the setting so it will replace the default one.
Filter record with Single Customer
Only the selected Customer 'Azure Interior' records will be displayed on PDF
Filter record with Single Customer and single State
Only records with selected Customer 'Azure Interior' and state 'Posted' will be displayed on PDF
Filter record with Single Customer single State and Single Payment Status
Only records with selected Customer 'Azure Interior', state 'Posted' and Payment status 'Not Paid' will be displayed on PDF
Filter record with Single Customer, single State, Single Payment Status, and Date range
Only records with selected Customer 'Azure Interior', state 'Posted' Payment status 'Not Paid' and Date from 11/11/2024 to 11/15/2024 will be displayed on PDF. Only one record has been found with these criteria under the given date range
Error handling feature
When no record is found the wizard will show you a user-friendly message instead of any unrecognizable or empty error
Specific Customer Custom report Template design
Sale Order Wizard
Same as Invoices wizard is added to filter customer record based on Customer, State, Invoice Status, Date From, Date To
Customer/Vendor filtered Sale record
Gemini Furniture filtered Sale record with specific state, invoice status, and Dates
Customer/Vendor filtered Sale record
Only one record of Gemini Furniture found with 'To Invoice' Invoice status
No record found Message
No record of Gemini Furniture found with 'To Invoice' Invoice status
Sale report Custom Template Design
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