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All in one summary in customer

by
Odoo

17.21

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Contacts (contacts)
Inventory (stock)
Invoicing (account)
Project (project)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Lines of code 346
Technical Name eg_all_summary
LicenseOPL-1
Websitehttps://www.inkerp.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Calendar (calendar)
Contacts (contacts)
Inventory (stock)
Invoicing (account)
Project (project)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Lines of code 346
Technical Name eg_all_summary
LicenseOPL-1
Websitehttps://www.inkerp.com/

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All in one summary in customer

All-in-One Summary in customer This module provides a comprehensive overview of key partner-related activities, including sales, purchases, invoices, deliveries, meetings, and tasks. It enables efficient tracking and management of crucial business interactions in a single, unified interface.



Highlights

Quick access of customer records

Simple and intuitive design for effortless navigation.

Features

Instant Access:

View customer records without searching multiple menus.

Everything in One Place:

All interactions and transactions are neatly organized.

Saves Time:

Get a quick snapshot of partner-related data in just a few clicks.

Screenshot

1) Company Form View

Inside Companies Settings set Summary Limit for records to display.


Navigation : Settings → Users & Companies → Companies


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2) Partner "Sale Orders" tab View

Inside Contact/Partner record in new tab "Sale Orders", display last records of that partner as per limit.



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3) Partner Sale Order View

On "View" button of "Sale Orders" records, redirects to that sale order.



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4) Partner "Purchase Orders" tab View

Inside Contact/Partner record in new tab "Purchase Orders", display last records of that partner as per limit.



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5) Partner Purchase Order View

On "View" button of "Purchase Orders" records, redirects to that purchase order.



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6) Partner "Customer Invoices" tab View

Inside Contact/Partner record in new tab "Customer Invoices", display last records of that partner as per limit.



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7) Partner "Customer Invoices" View

On "View" button of "Customer Invoices" records, redirects to that customer invoices.



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8) Partner "Vendor Bills" tab View

Inside Contact/Partner record in new tab "Vendor Bills", display last records of that partner as per limit.



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9) Partner "Vendor Bills" View

On "View" button of "Vendor Bills" records, redirects to that vendor bills.



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10) Partner "Incoming Orders" tab View

Inside Contact/Partner record in new tab "Incoming Orders", display last records of that partner as per limit.



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11) Partner "Incoming Orders" View

On "View" button of "Incoming Orders" records, redirects to that incoming orders.



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12) Partner "Delivery Orders" tab View

Inside Contact/Partner record in new tab "Delivery Orders", display last records of that partner as per limit.



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13) Partner "Delivery Orders" View

On "View" button of "Delivery Orders" records, redirects to that delivery orders.



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14) Partner "Meetings" tab View

Inside Contact/Partner record in new tab "Meetings", display last records of that partner as per limit.



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15) Partner "Meetings" View

On "View" button of "Meetings" records, redirects to that meeting.



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16) Partner "Tasks" tab View

Inside Contact/Partner record in new tab "Tasks", display last records of that partner as per limit.



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17) Partner "Tasks" View

On "View" button of "Tasks" records, redirects to that task.



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User Guide

Email

Watch Video Tutorial

Teams

COPY LINK

team@inkerp.com

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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).

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LGPL, MIT, or proprietary licenses similar to this one).

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