| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 687 |
| Technical Name |
pragtech_invoice_from_picking |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 687 |
| Technical Name |
pragtech_invoice_from_picking |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Versions | 17.0 18.0 |
Create Invoice From picking Module
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
support@pragtech.co.in pragtech
We support for English / French / Spanish at an additional cost
| Supported Odoo versions & platforms | |
| Odoo.sh |  |
| Self Hosted | |
| Enterprise | |
| Community | |
| Odoo Online |  |
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.
Our Service Offerings
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To connect with us: support@pragtech.co.in
Overview
This module is used for invoice creation from the picking module, allowing for the creation of a single invoice from one or multiple transfers. Additionally, it supports invoice creation using both percentage and fixed down payments.
Features
Create fully invoice from one picking
Create partial invoice from transfers
- Single Transfer
- Multi Transfers
Create invoice using Down payment(percentage)
- Single Transfer
- Multi Transfers
Create invoice using Down payment(fixed)
- Single Transfer
- Multi Transfers
How to Install the module
To install the module you need to go to the Apps menu and remove the filter from the search bar and type the module name pragtech_invoice_from_picking and click on the Active button.
How to configure
For this functionality, we need some configuration in the sales
Configuration >> Setting >> Invoicing
In the settings, locate the option Create Invoice on Delivery. Enable the Create Invoice on Delivery checkbox (boolean field).
Create fully invoice from one picking
For this, first we have to create a Quotation. I have created a Quotation, after confirmation, a corresponding Delivery Order is generated automatically.
Then go to Delivery Order click on Validate.
After validating a transfer, the delivery order is set to the "Done" state. To create an invoice, navigate to Actions > Create Invoice.
Note: An invoice can only be generated when the delivery status is set to "Done."
After clicking the "Create Invoice" action, a popup should appear displaying three options: "Regular Invoice," "Down Payment (Percentage)," and "Down Payment (Fixed Amount)."
I select 'Regular Invoice' and click on the 'Create Invoice' button, an invoice is created for the selected transfer.
Create partial invoice from transfers
I have created a Quotation. Upon confirmation of the Sale Order, a corresponding Delivery Order is generated automatically.
Open the Delivery Order associated with the Sales Order.
If only a partial quantity of the products is available, Odoo will prompt you to create a backorder.
Validate the available quantity.
Odoo will ask if you want to create a backorder for the remaining quantity.
For Single transfer
After validating the delivery of only the available quantity, you can proceed to create an invoice for the delivered items.
After validating the delivery, the status of the Delivery Order changes to "Done."
Following this, go to the action menu where you will see the option "Create Invoice." If you want to create an invoice for only one transfer, click on "Create Invoice.”
After clicking the "Create Invoice" action, a popup should appear displaying three options("Regular Invoice," "Down Payment (Percentage)," and "Down Payment (Fixed Amount)”).
I select 'Regular Invoice' and click on the 'Create Invoice' button, an invoice is created for the selected transfer.
After creating an invoice, a button "Invoices" is displayed in the transfer, which redirects to the invoices associated with that transfer.
For Multi Transfers
If multiple transfers are available, as shown in the image, and you require a single invoice for them, select all transfers.
Then, navigate to the 'Action' menu where you can find the 'Create Invoice' option. The invoice will only be created successfully if all transfer status are marked as 'Done'; otherwise, an error will occur.
Also, there should be the same partner/customer name to create an invoice; otherwise, it will display an error message.
After creating the invoice. In the invoice, all transfers are showing in a Transfer Id
After creating the invoice, navigate back to the Sale Order. In the Sale Order, go to the Order Lines section to see all the updated quantities for ordered, delivered, and invoiced items.
Restriction details:
- If the quantity is greater than the demand, a warning will be shown.
- If 5 products are delivered and an invoice is created for more than 5 products, a warning will be shown.
- The invoiced product quantity must not exceed the demand.
- When creating a single invoice for multiple transfers, all transfers must be in the "Done" state; otherwise, a warning will be given.
- Also, there should be the same partner/customer name to create an invoice; otherwise, it will display an error message.
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Contact / Support
(Monday-Friday 10am to 7pm IST)
Pragmatic Techsoft Pvt. Ltd.
Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.
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