Sales - improvements
Sales improvements: customer defaults, open sales value, grouped deliveries and spend reports
What you get
- Customer defaults - per-customer incoterm, default bank account/journal, default invoice and shipping address and contact person, applied automatically to new sales orders and customer invoices (including the bank account printed on the invoice)
- Finished flag and open sales value - stored 'Finished' indicator per order/line plus open and total sales value in order currency, company base currency and DKK; filters for open vs finished orders and a controlled force-finish action that also cancels remaining transfers
- Order tools - combine draft orders per customer, change the company of an order via wizard, and a delivery wizard that lists all open order lines for a customer and creates grouped deliveries for selected quantities
- Invoicing options - extra invoicing modes 'only delivered goods' and 'delivered or zero', and a guard that blocks posting customer invoices whose product lines are not linked to a sales order line
- Reports - partner spend and partner bought reports by period (month/quarter/half-year/year) with product, category and country filters, plus a pricelist prices overview
Configuration and use
Set the customer defaults on each partner form and, optionally, a company default bank account and the fiscal positions whose revenue counts as your own ('Revenue counted as ours'). A settings toggle can install an extra dashboards sub-module.
Day-to-day use is from the sales order list (filters, combine, force finish) and the delivery wizard for shipping many orders to one customer at once.
Technical note
Requires the companion module product_customer_art_no and the Python library BeautifulSoup (bs4). The extra value fields convert to DKK specifically.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2690 |
| Technical Name |
rlbooks_imp_sale |
| License | OPL-1 |
| Website | https://www.rlsd.dk/ |
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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module