Filter top Customer Invoices

by
Odoo

52.10

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 354
Technical Name gt_top_customer_invoice
LicenseSee License tab
Websitehttps://www.globalteckz.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 354
Technical Name gt_top_customer_invoice
LicenseSee License tab
Websitehttps://www.globalteckz.com/

Top Customers

This module helps you discover your most significant customer invoices and vendor bills within specific date ranges. It also enables you to compare your top customers or vendors, identifying new or lost customers and their purchase amounts. The module generates reports in PDF or XLS formats, allowing you to analyze records by item count, invoice types, and across multiple companies.

After installing the module go to Invoicing --> Top Customers

Click on the "Top Customers" menu, and then follow the step-by-step wizard to access and manage your most significant customers or vendors easily.

Click on the "Top Customers Report Wizard" and report type select the "Basic" type to get a Customers Pdf Report.

Top customer basic type PDF Report look like below.

Click on the "Top Customers Report Wizard" and report type select the "Basic" type to get a Customers Excel Report.

Top customer basic type Excel Report look like below.

Clicking on "Top Customers" and using the "Compare Date" field lets you easily compare customer data for different time periods, making it simple to see how your top customers have changed over time.

Top customer compare type Pdf Report look like below.

Click on the "Top Customers Report Wizard" and report type select the "Compare" type to get a Customers Excel Report.

Top customer compare type Excel Report look like below.

Click on the "Top Customers Report Wizard" and report type select the "Basic" type to get a Vendors Pdf Report.

Top customer/vendors basic type PDF Report look like below.


Click on the "Top Customers Report Wizard" and report type select the "Basic" type to get a Vendors Excel Report.

Top customer/vendors basic type Excel Report look like below.


"Compare Date" in "Top Customer/Vendors" lets you see how customer or vendor data varies over time, making it simple to track changes and trends in your business relationships.


Top customer/vendors compare type Pdf Report look like below.


Now select compare type & dates and print vendors in an Excel report based on a date range.


Top customer/vendors compare type Excel Report look like below.


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GlobalTeckz is an official Odoo Partner since 2013 (10+ Years) and completed more than 250+ Odoo projects across the globe. "Quality is key" of our coding, and we follow strict rules on Odoo Standard coding ensuring every module is bug free.

We specialize in providing ERP implementation using the best of industry methodology that ensures successful deployments of each Modules. Be it Manufacturing Trading or eCommerce Industry our resource thrive to make every project successful for our clients.

This App is compatible with Odoo Community & Enterprise Edition including - (Odoo.sh & On-premise) not compatible with Odoo online as 3rd party modules are not installable with Odoo Online version.

If you need any help or want more additional features, you may contact us through Skype: kadriazhar or eMail


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).

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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.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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