| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Fleet (fleet)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1175 |
| Technical Name |
sf_commercial_sales |
| License | LGPL-3 |
| Website | https://www.squadfocus.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Fleet (fleet)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1175 |
| Technical Name |
sf_commercial_sales |
| License | LGPL-3 |
| Website | https://www.squadfocus.com |
Commercial Sales Management
Complete Truck Load & Sales Management Solution
"Streamline your commercial sales operations with comprehensive truck load management, driver tracking, automated sales order creation, credit limit control, and detailed reporting. Manage product loading/unloading, track payments (Cash/Bank/Credit), and generate professional reports â all in one integrated Odoo module."
Watch Demo Video
Learn how to manage truck loads, create sales orders, track payments, and generate comprehensive reports
KEY FEATURES
- Truck Load Management: Track products loaded on trucks with quantity monitoring
- Driver Assignment: Assign drivers to trucks and manage their sales activities
- Product Loading/Unloading: Internal transfers for loading products to trucks and unloading returns
- Credit Limit Control: Set and monitor credit limits for drivers/salespersons
- Sales Order Creation: Create sales orders directly from truck loads with wizard interface
- Payment Tracking: Track Cash, Bank, and Credit payments with automatic reconciliation
- Comprehensive Reports: Truck Load Report and Salesperson Ledger with detailed analytics
- Real-time Tracking: Monitor quantities loaded, sold, returned, and available
- Stock Integration: Seamless integration with Odoo inventory and warehouse management
- Workflow Automation: Automated picking validation and invoice creation
BUSINESS BENEFITS
- Reduce product loss and improve inventory accuracy
- Save time with automated sales order and invoice creation
- Better cash flow management with credit limit controls
- Complete visibility of driver/salesperson performance
- Make data-driven decisions with comprehensive reports
- Prevent credit abuse with real-time credit availability tracking
- Mobile-friendly interface for field sales teams
Module Screenshots
Settings - Enable Driver Credit Limit
Go to Settings â Invoicing and enable "Driver Credit Limit" to activate credit limit functionality for salespersons/drivers.
Contact - Configure Credit Limit
Add credit amount for salespersons/drivers in the Contact form. Set "Blocking Amount" and track "Credit Available" in real-time.
Truck Load Form - Draft Stage
Create a new truck load by selecting Truck, Driver, Warehouse, Location, and adding products in the Load Details tab. View credit limit and available credit in the smart buttons.
Internal Transfer - Load Products
Click "Load Products" to create an internal transfer moving products from Stock/Warehouse to Truck Location. Validate to complete the loading process.
Create Sales Order Wizard
Click "Create Sales Orders" to open the wizard. Select customer, set payment terms, choose payment type (Cash/Bank), define sales prices, add taxes, and confirm to create sales orders instantly.
Commercial Report Wizard
Generate Truck Load Report or Salesperson Ledger Report by selecting report type, truck/salesperson, date range, then click "View List" or "Print Report".
Truck Load Report (PDF)
Comprehensive truck-wise report showing Reference, Product, Salesperson, Driver, Quantities (Qty, Sales, Returned, Available) with totals for sales, cash, bank, and credit.
Salesperson Ledger Report (PDF)
Complete salesperson activity report displaying Credit Limit, Available Credit, Product Lines, Invoice Details, and comprehensive totals (Quantity, Sales, Cash, Bank, Credit).
HOW IT WORKS
- Step 1: Create a new Truck Load record and add products to load
- Step 2: Click "Load Products" to create internal transfer from warehouse to truck location
- Step 3: Click "Create Sales Orders" to open wizard and create sales with customers
- Step 4: System automatically validates picking, creates invoice, and processes payment
- Step 5: Click "Unload Products" to return remaining products to warehouse
- Step 6: Generate comprehensive reports using the Commercial Report wizard
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