v 8.0 v 9.0 v 10.0 v 11.0 Third Party 11
Required Apps Invoicing (account)
Included Dependencies
Technical Name product_selection_wizard_account
LicenseSee License tab
Websitehttps://odootools.com/apps/9.0/invoice-lines-screening-62
Also available in version v 8.0 v 11.0 v 10.0
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Required Apps Invoicing (account)
Included Dependencies
Technical Name product_selection_wizard_account
LicenseSee License tab
Websitehttps://odootools.com/apps/9.0/invoice-lines-screening-62
Also available in version v 8.0 v 11.0 v 10.0
When you prepare an invoice you face serious troubles to pick up products, especially when you do that by phone according to customer requirements. Quick Odoo search results are too big to make a decision. Advanced Odoo search leads to zero results, and it is uncomfortable due to slowdowns and oversaturated interfaces. This app is the only solution to your problems. Product Screening is the fastest accountant and salesperson tool to easily find and select products in invoices among broad list of goods. In case you have more than hundred of products, this tool is for you
It is simple to use: a few clicks to achieve viable results. Keep yourself and customers comfortable!
It is a source of all details: individual prices, suppliers, descriptions. Make a rational choice!
It motivates to upsell: accessories and alternatives are always at hand. Earn more!
It is the fastest possible: it takes a few seconds to find the only required among thousands of product variants. Save time and nerves!
It is flexibly configurable: as search criteria you use any and only necessary attributes and custom fields. Your own choice without tech skills!

Easy to use

  1. Push the button 'Select products' on an invoice header to start screening. The button is available until an invoice might be changed
  2. Only viable product fields and product attributes are included into the search by your own. Observe the 'Simple configuration' section
  3. As soon as you enter a new criteria, all many2one fields and product attributes would not let you choose values which lead to zero results. It significantly increases salesperson comfortability and speed of selection
  4. You can see the number of found products in a real time on the special 'Show' button
  5. As soon the search leads to a few feasible results, just push 'Show' and find products in a temporary results' table (the tab 'Found products'). Select any and press 'Add' to add it to the final products' table (the tab 'To add'), or firstly observe accessories and alternatives
  6. Search products as many times as you need to, define required quantity, then add them all to an invoice at once
  7. Clear all filters with a single button "Reset" click, and start the search from scratch. The table 'To add' would not be cleared

All Details to Make a Decision

  1. Right in the found products table: learn an individual customer price with all discounts according to a pricelist
  2. Right in the found products table: be aware of a real product cost to make explanations if necessary
  3. Click on a line of found products to observe all possible descriptions (internal, sale and purchase) to answer possible questions
  4. Click on a line of found products to learn who supplies a product
  5. Already chosen goods are marked blue in new searches
  6. Make sure you have enough stocks in a proper warehouse or location. This is the extra feature provided by the app 'Stocks by locations' for 50 Euros. It should be installed in case you use Odoo WMS.

Upsell Tools

  1. Have you found a required product? Time to earn a little through adding a few accessories. Push the button to offer your customers nice supplements in a click. All chosen accessories would be added to invoice lines
  2. Besides, why not to sell a product with a higher margin? Push "Alternatives" to offer one among existing substitutes.
  3. If you don't require the upsell features, just turn them off in the app's settings.

Fastest search possible

  1. The Screening if fully optimized using SQL operators in order to avoid slowdowns. It is in dozens times faster then standard Odoo tree view search
  2. Results are not shown each time you enter criteria to avoid picturing slowdowns. Simultaneously you might see the number of found products on the button 'Show'
  3. Search filters of attributes and many2one fields are restricted according to the previously chosen filters. It let you select only feasible options.

The search is tested on 30,000 SKUs, and provides results in seconds

Simple configuration

  1. As a filter you may add any product attribute. Just put the flag 'Invoice Selection'. Attributes appear in the search wizard in the same order as they are there
  2. Assign any product fields for the Screening. Do not forget to put 'Invoice Selection'. Order of parameters are shown according to the 'Sequence' field. All fields of the following types are available for options (including custom ones):
    1. Boolean, Selection, Many2one fields. '=' and '!=' operators are of use. For many2one: '=' supports hierarchy. So when, you are searching for a category, all products of this category and of its child categories are found
    2. Integer, Float, Date and Datetime fields. '=', '!=', '<', '>' operators work.
    3. Char fields. Use the operators '=', '!=' and 'ilike'. The latter one let you find similar names
  3. Change attributes and fields of the Screening as soon as you decided. Just few clicks!
  4. No technical knowledge is needed for configurations

Screening Wizard

Odoo Screening Wizard

Add a few Products Simultaneously

Odoo Add a few Products Simultaneously

Prepare an Invoice

Odoo Prepare an Invoice

Prices, Suppliers, Descriptions and - the extra feature - Stocks by Locations<

Odoo Required Data

Accessories to Boost Sales

Odoo Accessories

Alternatives to Raise Margins

Odoo Alternatives

Product attributes as search criteria

Odoo Product attributes as search criteria

Product fields used to select variants

Odoo Product fields used to select variants

Configure features visibility

Odoo Configure features visibility

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link ${object.support_url}&url_type_id=1

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link ${object.support_url}&url_type_id=5

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team (itlibertas.com) fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

To contact us for details and conditions: press the "Website" link on the top of this page and push the button "Request Individual Customization" (the tab Support). Alternatively, copy the link ${object.support_url}&url_type_id=2

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Questions and misc issues

Feel free to contact us by any other concerns, doubts, or questions: press the "Website" link on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link ${object.support_url}&url_type_id=4

About the team

Odoo Tools (odootools.com) is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

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Peculiarities

  • Invoice Line Screening restricts search for 'active' goods
  • In order the wizard view is updated, create a new field or a new attribute
  • Make sure users have an access to the Odoo Product settings in order to configure fields and attributes as search filters
  • Entering the very first filter is the slowest, since it has to search over all Odoo products. That's why the optimal strategy is to fill/clear filters one by one gradually limiting a search scope. The app relies upon SQL requests: we think it is the fastest possible way

Required dependencies

Make sure you have installed: * the core module 'product_selection_wizard' (published in the Odoo official store) * the module 'page_dynamic_values' (published in the Odoo official store) * the module 'product_accessories_and_alternatives' (published in the Odoo official store) * surely, the basic Odoo apps 'invoice' & 'product'

Potential improvements

  • Currently it is impossible to use the same field twice. For float and integer fields it is planned to introduce the operator 'between' for that case
  • Selection fields are not restricted based on the previous choices. Only many2one and product attributes criteria
  • We consider searching by inclusion into one2many & many2many fields, but we are not sure it makes sense. The same is for full-text searches
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,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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