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Customer Balance Track In Sale Order

by
Odoo

5.68

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 48
Technical Name pf_sale_order_balance_tracker
LicenseOPL-1
Websitehttp://www.prefortune.com/
Versions 13.0 14.0 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 48
Technical Name pf_sale_order_balance_tracker
LicenseOPL-1
Websitehttp://www.prefortune.com/
Versions 13.0 14.0 15.0 16.0 17.0

Sale Order Customer Balance Tracker

Embark on a journey of operational excellence with PreFortune Technologies LLP. Ever pondered on the marvel of a sales process so impeccably orchestrated that each order births its own invoice?

Picture this: a symphony of automation where every transaction is meticulously choreographed. But what if, perchance, an invoice meets its demise? Fear not, the retaining amount of each invoice is stanced as Outstanding Credits, ensuring a harmonious financial ecosystem. These credits, a testament to our commitment to seamless operations, converge into a cohesive total, culminating in the customer's balance. Behold the culmination of sophistication as this balance is elegantly showcased within the confines of the corresponding sale order, a beacon of clarity guiding your business endeavors towards unparalleled success.

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Key Features

Customer Credit Balance

Sale Order Customer Balance Tracker

Our all-inclusive Odoo – Sale Order Customer Balance Tracker where each transaction unfurls with the precision of a meticulously choreographed ballet. Here, within the intricate web of our operations, each step is executed with the utmost finesse and attention to detail.

These credits, symbolizing our steadfast dedication to seamless operations, merge into a unified sum, ultimately reflecting in the customer's balance. Behold the epitome of sophistication as this equilibrium gracefully emerges within the corresponding sale order, serving as a guiding light illuminating your business endeavors with unmatched effectiveness and foresight. Such integration not only streamlines operations but also empowers strategic decision-making, offering real-time insights into your financial landscape.

Sale Order Customer Balance Tracker

  • Balance Tracker

Complete Workflow for Sale Order Customer Balance Tracker

The Sale Order Customer Balance Tracker functionality has been integrated into the Sales module in Odoo. The managing operations have been seamless. Each customer can have their own outstanding credits. Hence, the total of the outstanding credits for each particular customer is summed up. Moreover, the sum is displayed in the sale order template as balance making it working seamlessly with customers. This enhancement ensure secure and efficient management of sale operations, empowering teams to collaborate effectively and drive growth across the organization.


Sale Order Customer Balance Tracker Basic Setting

1. Click confirm to create sale order.

2. Invoice can be create when the sale order is confirmed.

3. If there are any alterations, invoice needs to be cancelled.

4. The outstanding credits of the corresponding customer will be displayed in the invoice.

5. In the sale order, there will be balance field displayed wherein the sum of all the outstanding credits will be displayed.

Ans: Yes, the module works with both the Community & enterprise version of apps.
Ans: you can install the application directly from the Odoo Apps store or upload the application file to your Odoo instance. Once installed, you can configure the application to suit your organization's needs and begin creating branches or units.
Ans: yes, support is available for the Odoo Multiple Branch/Unit application. You can access documentation, forums, and community resources for assistance with installation, configuration, and troubleshooting. Additionally, paid support plans may be available for more personalized assistance.

Our solutions focus on your problems

  • Odoo Implementation
  • Odoo Customization
  • ERP Development and Implementation
  • Odoo Ipass Cloud
  • AI for Odoo
  • Odoo Apps
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  • Business Engines

Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup

• Works & tested on standard installations of Odoo with no third party apps,
• Free support only for odoo installations with no third party apps,
• Paid support availaible for Odoo installations with third party apps.

odoosupport@prefortune.com Prefortune Technologies LLP

Prefortune Technologies LLP.

Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.

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

odoosupport@prefortune.com Prefortune Technologies LLP

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,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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