| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 598 |
| Technical Name |
yt_ar_salesperson_filter |
| License | OPL-1 |
| Website | https://yugmatech.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 598 |
| Technical Name |
yt_ar_salesperson_filter |
| License | OPL-1 |
| Website | https://yugmatech.com |
| Versions | 18.0 19.0 |
Aged Receivable Report
Filter per Salesperson
Track Receivables by Sales Team with Powerful Filtering and Reporting
⭐ Why Choose This Module?
Transform your receivables analysis with salesperson-specific insights. Track individual sales performance, calculate commission accurately, and improve collection accountability. Built specifically for Odoo 19.0 with seamless integration.
🎯 Overview
The Aged Receivable Report Filter per Salesperson module enhances Odoo's standard aged receivable report with comprehensive salesperson tracking capabilities. This powerful extension allows you to analyze outstanding receivables by individual salesperson, enabling better sales team accountability and more accurate commission calculations.
Perfect for businesses that need to track collections by sales team member, calculate commissions based on received payments, or simply gain better visibility into which salesperson's customers have outstanding balances.
📸 Screenshots
🔍 Filter & Group by Options Available
Core Feature
📊 Filtered Results with Salesperson Column
👥 Combined: Filter + Group by Salesperson
📈 Group by Salesperson Summary View
📊 Excel Export with Salesperson Data
📄 PDF Export Ready for Sharing
⭐ Key Features
Salesperson Column
Display salesperson information directly in the aged receivable report
- Automatic salesperson detection
- Clear visibility in report
- Sortable column
Filter by Salesperson
Filter receivables by one or multiple salespersons
- Multi-select filter
- Quick access dropdown
- Filter persistence
Group by Salesperson
Aggregate receivables data by sales team member
- Total amounts per salesperson
- Aging breakdown by salesperson
- Drill-down to details
Export Support
Include salesperson in all export formats
- Excel export with salesperson
- PDF report generation
- CSV data export
Multi-Company Support
Seamless integration with multi-company setups
- Company-specific salespersons
- Cross-company reporting
- Security rule compliance
Standard Integration
Works seamlessly with existing Odoo features
- Compatible with all filters
- No core modification
- Easy upgradability
💡 Key Benefits
Track which salesperson is responsible for outstanding receivables
Calculate commissions based on actually received payments by salesperson
Assign collection responsibilities based on sales relationships
Identify which salespersons have the best collection rates
No manual tracking needed - automatic salesperson assignment
Generate detailed reports for sales management and analysis
💼 Use Cases
Commission Calculations
Calculate accurate commissions based on collected receivables per salesperson
Sales Team Reporting
Generate performance reports showing receivables by sales team member
Collection Assignments
Assign collection tasks to salespersons based on their customer relationships
Performance Reviews
Evaluate sales team performance including collection efficiency
Territory Analysis
Analyze outstanding receivables by sales territory or region
Customer Assignment
Track customer assignments and associated receivables
📥 Installation
Requirements
| Dependency | Description |
|---|---|
| Invoicing (account) | Core Odoo Accounting module |
| Accounting Reports (account_reports) | Odoo Enterprise Accounting Reports (required for aged receivable report) |
| Discuss (mail) | Odoo messaging functionality |
Installation Steps
- Purchase and download the module from the Odoo Apps Store
- Upload to your Odoo instance's addons directory (or use the Apps interface for Odoo.sh/Online)
- Update the apps list (Apps → Update Apps List)
- Search for "Aged Receivable Report Filter per Salesperson" and click Install
- Navigate to Accounting → Reporting → Aged Receivable to see the new salesperson features
This module requires Odoo Enterprise Edition as it depends on the account_reports module which is part of the Enterprise license.
🆘 Support & Documentation
For support, questions, or feature requests, please contact:
We're committed to providing excellent support and continuously improving our modules based on your feedback.
Fast response times, regular updates, and dedicated support for all our customers.
About Yugma Tech
Yugma Tech is a leading Odoo development partner specializing in creating high-quality, business-focused Odoo modules and customizations.
Website: yugmatech.com
Email: hello@yugmatech.com
© 2024 Yugma Tech. All rights reserved.
Licensed under Odoo Proprietary License v1.0
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.
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