| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 564 |
| Technical Name |
customer_route_management |
| License | OPL-1 |
| Website | https://www.cybrosys.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 |
Customer Route Management
This module allows to set the delivery route locations, view customers in that route and get route based reports.
Key Highlights
Configure route.
Set location for the customer.
Generate reports based on Amount due with due date and invoice number and Total amount due.
Go to Settings --> Users & Companies to enable the Delivery Route Creation group
Enable the boolean field and select the group accordingly to give access to the application for corresponding groups. Enable Multi Companies if required.
Go to Delivery Routes --> Routes to create new route
You can give a name for the route and set locations in that route under route lines
Delivery Routes created under the route can be seen under route lines.
Go to Contacts and select a customer. Select the Sales & purchases tab and select the location for this customer.
Under the Route lines in Delivery Routes,see the customers who have selected the route lines
Go to Delivery Routes --> Report and a wizard will open.Select the Routes and you will get report with locations in the route and customer details. You can get both pdf and excel report.
Select the Show Due Amount option to see due amounts for each customer with invoice number and due date.You can get both pdf and excel report.
Select the Total Due only option to see the total due amounts. You can get both pdf and excel report.
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Available in
Odoo 17.0 Community and Enterprise.
-
Set the delivery
route locations, view
customers in that route and get route based
reports.
-
Customer Route
Management
- This module allows to set the delivery route locations. Hence, the customers in the specific route can be viewed for each location. The module also generate pdf or excel reports for the selected routes. It will display the locations in that route along with customer details. One can view the due amounts for each customer along with invoice number and due dates or get the total amount that is due.
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Initial Commit for Customer Route Management
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Got questions or need help? Get in touch.
odoo@cybrosys.com
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+91
99456767686
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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