Sales Person & Team Filters for Partner Ledger and Aged Reports
by Ahmed Nour https://odoosa.net$ 51.39
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Accounting (accountant) • Invoicing (account) • Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 129 |
| Technical Name |
an_partner_ledger_extend |
| License | LGPL-3 |
| Website | https://odoosa.net |
Sales Person & Team Filters for Partner Ledger and Aged Reports
Filter Accounting Reports by Sales Person and Sales Team
Overview
Enhance your Odoo accounting reports with additional filtering options specific to your sales organization. This module extends the standard Partner Ledger and Aged Partner Balance reports with the ability to filter by Sales Person and Sales Team, giving you more granular control over your financial analysis.
Key Features
- Sales Person Filter: Filter accounting reports by specific sales representatives
- Sales Team Filter: Filter accounting reports by sales teams/departments
- Multiple Report Types: Compatible with Partner Ledger, Aged Receivable, and Aged Payable reports
- Seamless Integration: Filters integrated into existing report filter dropdowns
- Flexible Filtering: Use filters individually or combine them for targeted analysis
Business Benefits
Sales Performance Analysis
Track receivables and payables by sales person or team
Commission Calculation
Simplify commission calculations based on customer payments
Team Performance Metrics
Compare financial performance across different sales teams
Streamlined Auditing
Quickly identify transactions by specific sales representatives
Improved Credit Management
Better monitor customer credit by responsible sales person
How It Works
- Navigate to Accounting â Reports â Partner Ledger, Aged Receivable, or Aged Payable
- Click on the "Partners" filter dropdown
- Select specific Sales Person(s) and/or Sales Team(s) from the dropdown lists
- Apply filters to see the filtered report results
Technical Information
- Version: Compatible with Odoo 18 Community and Enterprise editions
- Dependencies: account_reports, sales_team, crm
- Installation: Standard Odoo module installation process
- Configuration: No additional configuration needed - filters appear automatically in reports
- License: LGPL-3
Support
For questions, customizations, or support, please contact the author.
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