Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Property Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
      • Get a Tailored Demo
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +32 2 290 34 90
    • Get a Tailored Demo
  • Pricing
  • Help
  1. APPS
  2. Reporting
  3. Aged Receivable Salesperson v 19.0
  4. Sales Conditions FAQ

Aged Receivable Salesperson

by Wan Buffer Services https://wanbuffer.com
Odoo

$ 25.00

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 182
Technical Name wb_aged_receivable
LicenseLGPL-3
Websitehttps://wanbuffer.com
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 182
Technical Name wb_aged_receivable
LicenseLGPL-3
Websitehttps://wanbuffer.com
Versions 17.0 18.0 19.0
logo logo
right logo
Days Free Support
365
Counter box img
Custom Apps
50+
counter box img
Happy Customers
254+
counter box img
Year Of Experience
7+
counter box img
countries
20+
counter box img
Industries Served
12+
counter box img
Odoo Implementation
200+
counter box img
Branches
4
counter box img

Demo / Support / Customization sales@wanbuffer.com
Community Enterprise Odoo.sh

Aged Receivable Report Filter per salesperson

Enhance Odoo’s Aged Receivable report with salesperson insights by adding a dedicated salesperson column, advanced multi-select filtering, hierarchical grouping by salesperson, and full PDF/XLSX export support for better receivables tracking and analysis.

Features

heading
Sales Features 1. Salesperson Visibility
Displays the assigned salesperson directly in the Aged Receivable report rows.
Sales Features 2. Multi-Salesperson Filter
Filter the report to view data for one or multiple salespeople simultaneously.
Sales Features 3. Group by Salesperson
Organize receivables in an expandable hierarchy, grouped by individuals.
Sales Features 4. Export Ready
Fully compatible with PDF and Excel exports, preserving all custom data and grouping.
  • Setup
  • FAQs
  • Support

1) Navigate to Aged Receivable Report
Go to Accounting Reporting Aged Receivable.
The report now includes a dedicated "Salesperson" column for every partner balance record.

Aged Receivable Report Access

2) Filter by Salesperson
Click the new Salesperson dropdown filter. Select one or more salespeople to instantly drill down into their specific receivables.
You can also check "No Salesperson (NA)" to view partners without an assigned salesperson.

Salesperson Filter

3) Grouping for Clarity
Enable the Group by Salesperson option under the "Posted Entries" filter.
This creates a hierarchical view, allowing you to collapse or expand data for each salesperson easily.

Group by Salesperson

4) Salesperson Column in PDF Report
Print or Export the report to PDF. The "Salesperson" column will be preserved and correctly formatted in the final document.
This ensures that all custom filters and groupings are accurately reflected in your printed records and shared reports.

Salesperson in PDF Report
Where does the salesperson data come from?

The data is pulled directly from the "Salesperson" field (user_id) defined on the Partner record in Odoo.

Can I export the report with salesperson grouping?

Yes, Odoo's native PDF and Excel export features will honor the "Group by Salesperson" setting, maintaining the structure and column visibility in the exported files.

What happens if a partner has no salesperson?

These partners will appear with "N/A" in the Salesperson column. You can also specifically filter for them using the "No Salesperson (NA)" checkbox in the filter dropdown.

  • Please email us for support at sales@wanbuffer.com

Dynamic Warnings in Purchase & Invoicing

Enhance your procurement and invoicing workflows with real-time dynamic alerts. Whether it's vendor credit limits, tax warnings, or item-specific procurement alerts, the Dynamic Warning module ensures your team is always informed at the moment of data entry across Vendor Bills, RFQs and Purchase Orders.

Features

heading
Purchase Features Create reusable templates for vendor-side documents
Purchase Features Apply terms to Purchase RFQs and Orders
Purchase Features Apply terms to Vendor Bills
Purchase Features Templates auto-reflect in final PDF layouts
Purchase Features Easy integration with Odoo Purchase & Invoicing modules
Purchase Features Fully supports Community and Enterprise editions
  • Setup
  • FAQs
  • Support

1) Go to the Odoo Apps menu and install the module
Then, navigate to Settings Users Access Rights and ensure the appropriate permissions are enabled for "Purchase Terms & Conditions."



2) Navigate to Purchase Configuration
Go to Purchase Configuration Terms and Conditions.
This section allows you to manage all templates specific to purchase operations.



3) Create a New Template
Click the Create button to add a new Terms & Conditions template.
You will also see a list of all previously created templates here.



4) Fill in Template Details
Enter a Title, select the Company, and write your Terms & Conditions in the text editor.
Click Save to finalize the template.



5) Go to Purchase Configuration Terms and Conditions
Navigate to Purchase Requests for Quotation (RFQ) and click the Create button to generate a new RFQ or Purchase Order.



6) Select Terms on RFQ/Purchase Order Form
On the RFQ or Purchase Order details page, you will see a new tab titled Terms and Conditions.
From here, select the desired template - the terms content will auto-fill accordingly.



7) Terms in Print/PDF
Upon confirming the RFQ into a Purchase Order, the selected Terms & Conditions will be included in the printable PDF.



8) Use in Vendor Bills
While creating or editing a Vendor Bill, you will see the same Terms and Conditions tab.
Choose the required template, and the terms will be printed on the final bill document.


Can I use complex logic for warnings?

Absolutely. By using Odoo's native Domain Selector, you can create complex "And/Or" conditions with nested structures to trigger alerts exactly when needed.

Can I restrict warnings to specific User Groups?

Yes, you can select one or more user groups for each rule. Users who do not belong to the selected groups will not see the warning, keeping their UI clean.

How are alerts styled?

You can choose from standard Bootstrap styles: Info (Blue), Success (Green), Warning (Yellow), and Danger (Red) to match the severity of the alert.

Is it mobile friendly?

Yes, the banners use Odoo's standard responsive styles and will adapt to any screen size, including mobile and tablet.

  • Please email us for support at sales@wanbuffer.com

Our Services

heading
info

Odoo Development

info

Odoo Customization

info

Odoo Consultancy

info

Odoo Implementation

info

Odoo App Development

info

Odoo Migration

info

Odoo Training

info

Odoo Integration

WhatsApp
Email

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with