Group & Hide SO Lines on PDF/Invoice
by intelliVersal Integrated Solutions https://www.intelliVersal.com$ 58.56
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 623 |
| Technical Name |
ivis_club_so_line |
| License | OPL-1 |
| Website | https://www.intelliVersal.com |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 623 |
| Technical Name |
ivis_club_so_line |
| License | OPL-1 |
| Website | https://www.intelliVersal.com |
| Versions | 15.0 16.0 17.0 18.0 |
Group Products in Odoo Sale Order and Invoice
Note: This module will only work with standard Odoo Sale Order and Invoice views, where the default section functionality is available and no custom modifications are done to those forms or reports.
There are many real-life scenarios where you need to hide the detailed list of products from the customer on the Sale Order and Invoice, while still recording every product with its actual quantity and price for correct inventory valuation and accounting.
At the same time, you want these hidden products to have their impact on inventory at the time of delivery and also allow their cost to be reflected correctly in accounting books for margin and profit analysis.
If you don't add the products as individual lines in the Sale Order, then their quantities will not be reserved or delivered from inventory, and their values will not be included in the total sale price or posted in accounts.
Using this module, you can:
1. Add each and every product in the Sale Order (service, storable or consumable) as separate lines.
2. Enter the actual quantities and prices so that totals, taxes and margins are calculated accurately inside Odoo.
3. Hide all those detailed products from the customer by grouping them under a generic section item (for example "Misc.", "Fitting Services" or any other description) while still keeping all internal details intact.
Add Section in Sale Order
On the Sale Order, when you want to group some products that should not be shown individually to the customer, click on "Add section". Along with the section line, there is a checkbox that allows you to mark this section as hidden for the customer. All products under this section will be clubbed together under that section name on customer-facing documents.
Internally, every product line remains visible to the user with its own quantity, price and taxes. For the customer, however, this section will appear as a single grouped line item on the printed Sale Order and Invoice.
PDF of Sale Order
When you print the Sale Order to PDF, all products that belong to a section marked as hidden are not shown individually. Instead, the customer sees only the section name with the combined amount, making the document clean and easy to read while still reflecting the correct total sale value. Behind the scenes, Odoo still keeps each product line for stock moves and accounting entries.
PDF of Invoice for Customer
When the customer invoice is generated from the Sale Order, all products listed under a section that is marked to be hidden are grouped into a single line on the Invoice as well. The customer only sees the consolidated section name and amount, while all hidden product lines still contribute to stock moves and financial postings exactly as defined in the Sale Order.
Contact / Support
www.intelliVersal.com
faisal@intelliVersal.com
Skype: intelliVersal
Cell/WhatsApp: +92 333 228 3797
In case of any issue/problems, feel free to contact.
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