Professional Report Templates

by
Odoo 6
v 9.0 Third Party 342

129.00 €

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Technical name professional_templates
LicenseSee License tab
Websitehttp://www.optima.co.ke
Read description for v 12.0 v 11.0 v 10.0 v 8.0
Required Apps Inventory Management (stock)
Sales Management (sale)
Invoicing (account)
Purchase Management (purchase)
Technical name professional_templates
LicenseSee License tab
Websitehttp://www.optima.co.ke
Read description for v 12.0 v 11.0 v 10.0 v 8.0
Required Apps Inventory Management (stock)
Sales Management (sale)
Invoicing (account)
Purchase Management (purchase)

Professionally Designed Invoice, P.O, R.F.Q, S.O, Quotation, Delivery Note and Picking List Templates

Take your business to the next level by using professionally designed reports templates for your Invoices, Sales Orders, Quotations, RFQs, Purchase Orders, Delivery Notes and Picking Lists. Ensure that you use your company theme colors, high resolution logos and uniform design in all your business reports. This Module will install five customizable templates for every document mentioned above. You will be able to select one among the five templates for each document/report and customize it with a nice large company logo, your company colors, any font color you want, any font family and size or even the background color of the invoice lines or sales order lines depending on which document you are customizing

New Version 9.0.1.3 Released For Odoo 9.0 on August 15, 2017

10 Distinct templates per every report

  1. Classic Template
  2. Retro Template
  3. TVA Template
  4. Modern Template
  5. Band Template
  6. Military Template
  7. Western Template
  8. Slim Template
  9. Cubic Template
  10. Clean Template

Each of the customized reports (Invoice, Sales Order, Quotation, Purchase Order, RFQ, Delivery Note & Picking Slip) has 10 templates which you can select to use at any time.

These templates can further be customized in terms of font, font size, your company logo, colors, text colors and many more settings.

Use your own watermark or letterhead PDF

Watermark PDF

Simply upload your beautifully designed watermark PDF or letterhead PDF as the background for your reports and it will print the reports on it. Also, if you want to add some watermark text, write a simple expression or sentence that will be printed on the PDF as watermark.

There are variables available for you to use to generate a watermark text. You can print dynamic content such as timestamp, your company details, user details or details related to the current document being printed. See examples on the left and below.

Watermark PDF

Watermark PDF + Dynamic Watermark Text

Append Your Extra Content In PDF Format To Reports

Do you have extra content such as terms and conditions, product promotion, advert, brochure..etc in PDF format? You can upload this PDF on the Last Page field so that it will be appended to the printed report.

The number of pages you can upload is not limited. As long as the document is in PDF format, it will be appended to the report during the print to form one single document ready to be sent to your customer or supplier. (see examples below)

Terms & Conditions

Brochure Sample

Stand Out; Be Different!

The most important thing in business is a persona. With this App, you have not just one but 4 distinct professional templates to help you stand out from competition.The templates have a contemporary outlook and option to link customers to your 3 main social media pages.They are easily customizable to have a look and feel of your business. Use the best business Logo to spice up your theme.You can associate a customer/partner with a certain template or you can just set a default template for all your customers. You can translate the templates to the language your customer/partner speaks. The original Odoo template is not left out, just in case you want to fallback.

Pick A Font-Family

Don't forget to choose the best font family to use in your reports. Once you install your favorite font in your Odoo server, simply set the name of the font in the settings and forget!. This App will use it entirely in your PDF report. It is important to choose and use the right font as it improves readability of your documents helping your business to stay ahead of competition in terms of customer experience.If you choose non existing font family, your reports will fall back to the default HTML font-family; which is ``Times New Roman``. The default font family set in this App is ``san-serif``

Pick A Font-Size

Font-sizing is equally important as font-family. Readability of your content depends largely on the size of the font used.This App will allow you to independently set the font size of your ``Header`` content, ``Body`` content and ``Footer`` of your report. Fonts are set in pixels dimension and as a general rule a font size between 8-14 pixels is good enough but it also depends on the content and section of the document.Titles and sections that require larger size of font are scaled automatically based on the font size you have chosen.The font sizes are selected from a drop-down list between 1and 50 pixels.

Pick A Font-Color

The choice of the font color of the content of your documents is in your hands. No restriction at all. Simply pick the right color by specifying the Hex color code e.g #372E33. Color matching and pairing is important but not hard to achieve. Make sure the colors you pick are matching the overall theme of your business. You will be able to pick at least 4 different font-colors; The overall ``Text Color`` of the document content, The ``Theme Text Color``, The ``Company Name Color`` and the ``Customer/Partner Name Color``.

Pick A Theme Color

Every business has a theme and the most important theme element is color. Your documents should have a stunning and distinct appearance from the rest in order for your customers to easily identify you. In every template you choose, you will be able to set the main ``Theme Color``. This Color will be used extensively in most of the sections of the report such as in the table header as the background color and many more sections depending on the template design. It is a good idea to match or use complimentary colors for your theme color and company logo in order to achieve great harmony.

Color Alternate Rows

For improved readability of table content with several rows of data, it is better to use different background colors for alternate rows. This will achieve a zebra stripped rows of content that are easy to follow.This feature has been implemented in this App to help improve the readability of your documents. Simply state the background color of your ``Odd`` and ``Even`` lines and it will be implemented in your PDF documents printed. Additionally, all rows of data are automatically numbered for easy reference.

Translate Your Documents

If language is not correct, then what is said is not what is meant. Thanks to Odoo Translation Feature which has been enabled in this App as well. Translation to any language is possible in all the templates. The language to translate to is set in the Customer/Partner object in Odoo. If you need any help in finding the right place to do translation in Odoo, simply open a support ticket with us by sending us an email to contacts shown at the bottom of this page.

Easy Configuration

This is a ``Set & Forget`` kind of App which does not take much of your time to deploy and configure once and for all. It comes with default parameters as examples during the configuration. There are also ``Tool Tips`` added to guide you in the process. It takes less than 5 minutes to configure and use it for the first time. In case you need more documentation, you can refer to the module Installation page.We also offer free support via email or phone. We recommend ``wkhtmltopdf`` version 0.12.3 or higher for excellent PDF reports.

Wonderful Support

This is one of the most downloaded App in its category and which such a large number of businesses using it, we have gotten a lot of feedback from users that has helped us fix bugs, improve its performance and features. Currently there are no much reported issues but we continue to update and fix known issues on regular basis. Our Support team is keen and dedicated to offer any help and listen to your needs. We offer unconditional free support as soon as you purchase it. We also help you to customize it further in case it is necessary

Amount in Words

Now it is possible to automatically convert the invoice amount, quote amount, sales order amount, RFQ amount and purchase order amount into words. The amount in words can be displayed in 13 different languages:

  • en (English, default)
  • fr (French)
  • de (German)
  • es (Spanish)
  • lt (Lithuanian)
  • lv (Latvian)
  • en_GB (British English)
  • en_IN (Indian English)
  • no (Norwegian)
  • pl (Polish)
  • ru (Russian)
  • dk (Danish)
  • pt_BR (Brazilian Portuguese)
Note that it is possible to disable this feature if you don't require it.

Invoice Status and Payment info

When a customer makes a payment and you register the payment in Odoo, The transaction will be displayed on the Invoice.The paid invoice can therefore act as a receipt and can be sent to customer as a proof of payment received. Also, The invoice will display the current status whether it has been fully paid, not paid, partially paid, draft, cancelled e.t.c. Below are the complete invoice statuses:

  • No charge
  • Fully Paid
  • Fully Refunded
  • Unpaid
  • Not Refunded
  • Partially Paid
  • Partially Refunded
  • Not Issued
  • Pro-Forma
  • Overdue
  • Cancelled

Display Product Image on PDF Report

Now it is possible to display the product image on Sales Order, Quotation, Invoice, Delivery Note and Picking Slip. This feature is enabled by default but you can disable it in the report settings if not needed.

New Standard Footer With More Details

Now you can have additional details in the footer such as full company address, contacts, bank details, VAT number, company tagline and a small logo of your choice. From the settings you can show/hide the footer logo if not needed.

How To Create A Watermark OR Upload Watermark PDF

Go To: Settings Technical Reports Reports
  • Search for professional_templates then open each of the listed report and proceed to Advanced Properties where you can upload your PDF.
  • Also if you want to add/append some extra page to the printed PDF document, for example a page with common sales terms and conditions or a promotion or advertisement, please upload the page on the "last page PDF" field.
  • For each report which you want the watermark to appear, please upload a watermark or letterhead PDF which is the same size as the paper format you have chosen for your Odoo reports
  • If your watermark or letterhead PDF already has a header or footer content, you can disable the printing of the header or footer in the report style settings.
  • If you need more help, kindly contact our support team
NOTE: It may also be necessary to enable transparency of the background in the report style settings in order for the watermark to appear correctly.
How To Upload Watermark PDF
How To Add Watermark Text

How To Create Your Own Styles

Go To: Settings Technical Reports Report Styles

How To Set the Default Style For Your Company

Go To: Settings General Settings Configure your company data Report Settings

Assign a Report Style to a Partner or a Report

Invoice: {'Template': Modern, 'font-family': san-serif, 'font-size': 10px, 'Theme Color': #545454}

Invoice: {'Template': Retro, 'font-family': dosis, 'font-size': 12px, 'Theme Color': #9ABE00}

Quotation: {'Template': Classic, 'font-family': corbel, 'font-size': 10px, 'Theme Color': #009ABE}

Quotation: {'Template': TVA, 'font-family': Arial, 'font-size': 12px, 'Theme Color': #9A00BE}

R.F.Q: {'Template': Modern, 'font-family': FontAwesome, 'font-size': 10px, 'Theme Color': #F07C4D}

R.F.Q: {'Template': Retro, 'font-family': Georgia, 'font-size': 11px, 'Theme Color': #33ECFF}

Delivery Note: {'Template': Classic, 'font-family': Bradley Hand, 'font-size': 11px, 'Theme Color': #FF337A}

Delivery Note: {'Template': TVA, 'font-family': Calibri, 'font-size': 10px, 'Theme Color': #3380FF}

Purchase Order: {'Template': Modern, 'font-family': NoticiaText, 'font-size': 11px, 'Theme Color': #8333FF}

Purchase Order: {'Template': Retro, 'font-family': Trebuchet MS, 'font-size': 12px, 'Theme Color': #FF3352}

Sales Order: {'Template': Classic, 'font-family': Marvel, 'font-size': 10px, 'Theme Color': #1E8449}

Sales Order: {'Template': TVA, 'font-family': Rosario, 'font-size': 11px, 'Theme Color': #FFC300}

Odoo Support Services

For bug reporting and fixing, enjoy our odoo support and development services from experienced team in Kenya

We are a highly qualified team of well-rounded software engineers and applications systems integrators specialised in open source ERP solutions for SMEs all over the world

Pre-Installation Requirements

  • Install the latest version of a python dependency module called num2words. Module page:https://github.com/savoirfairelinux/num2words. - You can install it using the pip command: pip install num2words - If you face any problem during the installation, please send us an email with a screenshot of the error.
  • Install the latest version of python dependency module called PyPDF2. - You can install it using the pip command: pip install pypdf2
  • Download and install the latest version of wkhtmltopdf. - We recommend version 0.12.4 (with patched qt)

Installation

NOTE: Before you proceed to install this module, please check the Pre-Installation Requirements section above. This Module is a standard Odoo Module. Once you purchase it, please follow the following steps to install it:

  • A download link will be given by Odoo once you purchase this module.
  • You need to extract the downloaded file into Odoo 'addons' directory where all other modules are kept or you can put it anywhere else depending on your Odoo Configuration
  • It may not be necessary to restart Odoo at this stage, but it is highly recommended.
  • Enable developer mode/Debug Mode and go to Apps menu. Click on Updates Apps list for the new module to appear on the list of Apps.
  • Search for professional_templates in the Apps list and then click on Install button and wait for it to finish
  • After that you can go to Setting --> Technical --> Reports --> Report Styles to create your styles and apply to your documents. Please refer to Module Description page for illustrated configuration example

Configuration

Please refer to Module Description for illustrated steps on how to choose one among the multiple templates, colors, fonts, font size, and logos for your reports

Compatibility

  • Fully Supports Odoo Version 9.0 Community and Enterprise Editions

Frequently Asked Questions (FAQs)

  • How do I print the reports in a different language?

    First you need to translate the templates into your language. Please learn about how to do translation in Odoo here: https://www.odoo.com/documentation/9.0/reference/translations.html

    You can also purchase the module and request for our help (open a ticket by sending email to support@optima.co.ke) on how to translate to a language of your choice.

  • The Header content is overlapping the Body content of the report?

    This is usually caused by the Logo or the Company Address being too large.

    This is not a big problem since in Odoo you can adjust the Paper Sizes to match the size of your logo or Address.

    • If this happens, Enable Debug Mode in Odoo 9.0 in order to access the Extra Technical Settings
    • Go to Settings -> Technical -> Reports -> Paper Format and open European A4 or US letter depending on your region or localization
    • Adjust the Top Margin and Header Spacing until you get an optima size to match the size of your logo or address
    • If you need help just send us a mail to support@optima.co.ke
For copyright information, please see the COPYRIGHT file.

Odoo is published under the GNU LESSER GENERAL PUBLIC LICENSE, Version 3
(LGPLv3), as included below. Since the LGPL is a set of additional
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Some external libraries and contributions bundled with Odoo may be published
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**************************************************************************

                   GNU LESSER GENERAL PUBLIC LICENSE
                       Version 3, 29 June 2007

 Copyright (C) 2007 Free Software Foundation, Inc. <http://fsf.org/>
 Everyone is permitted to copy and distribute verbatim copies
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**************************************************************************

                    GNU GENERAL PUBLIC LICENSE
                       Version 3, 29 June 2007

 Copyright (C) 2007 Free Software Foundation, Inc. <http://fsf.org/>
 Everyone is permitted to copy and distribute verbatim copies
 of this license document, but changing it is not allowed.

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Also add information on how to contact you by electronic and paper mail.

  If the program does terminal interaction, make it output a short
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The hypothetical commands `show w' and `show c' should show the appropriate
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if any, to sign a "copyright disclaimer" for the program, if necessary.
For more information on this, and how to apply and follow the GNU GPL, see
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  The GNU General Public License does not permit incorporating your program
into proprietary programs.  If your program is a subroutine library, you
may consider it more useful to permit linking proprietary applications with
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Public License instead of this License.  But first, please read
<http://www.gnu.org/philosophy/why-not-lgpl.html>.


**************************************************************************

Please log in to comment on this module

Odoo
Send us email if you encounter any issue (support@optima.co.ke)
by on

It is better to contact us directly when you encounter any error so that we can assist you within a very short time possible. If you post your error here, it may take awhile before we see it because we dont get automatically notified when you leave a comment here... we have to visit this page in order to see your comments and since we have several modules to maintain, its rather impossible to check all your comments every day. Direct email (support@optima.co.ke) is a better option when you have an issue with this module. Regards, Ben


Odoo
ERROR
by on

Dear All, Errors Print Invoice After Register Payment.. Can you help me? Best regard, J.


Odoo
German Language for Reports
by on

Dear All, i installed this App easily, also the working with this app is fine and smooth. I just need support to chnage Report langugae to German, becasue we work with Odoo German Version. Can anybody support me ?


Odoo
Errors Print Invoice After Register Payment
by on

Please fix this issue as soon as possible.


Odoo
@Christoph Mayer
by on

Thanks for your comments, Kindly write to info@optima.co.ke so that i can send you a guide for translation. I will also put a download link for the Translation guide. We prefer you writing to us directly on email because your requests get a much faster attention than when you leave a comment here.


Odoo
Good App
by on

Hey Guys, good app but could you please give me the full documentation? I changed some german translation issues in /usr/lib/python2.7/sites-packages/openerp/professional_templates/i18n/de.po but nothing changed in the output PDF :-/ Best Regards Christoph


Odoo
@fred kablan
by on

Thanks you for the compliments and for purchasing this App. I have sent you an email on how to choose your favorite template. Please check and get back to me if you have any other question.


Odoo
Very good App!!!!
by on

Very good app. But need to identify Designed Templates by providing picture for each. I have installed the app. everything seems ok but can't identify the Designed Templates. even though I choose a template It seems to be the same template. only one template is available.


Odoo
Reply to @ANDRES RIQUELME
by on

Please note that we have not received any email from you requesting for our support. Did you send an email to our support at info@optima.co.ke. or you sent it to Odoo support? Note that we own this module and we do support it ourselves not Odoo. I will be glad to assist you. The problem you mentioned is just a configuration issue which we are able to fix in a few minutes Looking forward to your email


Odoo
Mala inversion
by on

El texto, cuando no calza en la hoja sobrepasa lo margenes del documento, lo que corta la descripcion del producto. En la zona del encabezado, las letras sobre escriben y aparecen una sobre otras. Lo peor que te das cuenta una vez que ya la compraste... Peor aun, solicite reenvolso y ni me pescaron, ni siquiera una disculpa. Sugiero que No lo compren. When the text does not fit on the sheet, exceeds the margins of the document, which cuts the product description. In the header area, descriptions or product titles appear on each other, when it is very long. The worst thing that you realize once you bought it ... Even worse, ask me refund and neither replied, not even an apology. I suggest you not buy it.


Odoo
Reply to @Chintan Athalye
by on

Thank you for purchasing this module. As per our mail conversations, You can add a div that contains the "create_uid" field at the end of the PO template


Odoo
Pretty easy to use, how to add digital signature though?
by on

I installed the Professional Report templates quite easily from the procedure mentioned in this documentation. I do have 1 question though... How to add digital signature of the user who has created and the user who has approved the Purchase Order on the PO PDF exported? Its quite an essential feature if its not already there! right?


Odoo
Nice Looking Reports, Easy Config
by on

Product works as advertised, pretty well documented. I would suggest that they have a Gallery with pictures of sample reports (I know they have these) WITH names of the reports. Support requests are a little slow, but they are in Kenya, and we in the US. GREAT OVERALL VALUE FOR THE price. It's a must have.


Odoo
In Reply to @George Lithards
by on

If you scroll up from here, you will see a tab for module description and another for module documentation. If you go through the info there you will find a lot on how to install the module, how to configure, recommended settings and even some few FAQs. You can also write to us for more info before you purchase.Thanks


Odoo
no documentation
by on



Odoo
Reply to "error when installing the module" by @oumar
by on

Thanks for purchasing this module ...Apologies for this error....I already sent you another copy of the module for you to install because i think the one you downloaded was already corrupted. Please install and let me know if all is good. I am available on info@optima.co.ke incase you need my help.


Odoo
error when installing the module
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Please can you check this error for us happenned when we have installed : Odoo Server Error Traceback (most recent call last): File "/opt/odoo/odoo-server/openerp/http.py", line 537, in _handle_exception return super(JsonRequest, self)._handle_exception(exception) File "/opt/odoo/odoo-server/openerp/http.py", line 574, in dispatch result = self._call_function(**self.params) File "/opt/odoo/odoo-server/openerp/http.py", line 310, in _call_function return checked_call(self.db, *args, **kwargs) File "/opt/odoo/odoo-server/openerp/service/model.py", line 118, in wrapper return f(dbname, *args, **kwargs) File "/opt/odoo/odoo-server/openerp/http.py", line 307, in checked_call return self.endpoint(*a, **kw) File "/opt/odoo/odoo-server/openerp/http.py", line 803, in __call__ return self.method(*args, **kw) File "/opt/odoo/odoo-server/openerp/http.py", line 403, in response_wrap response = f(*args, **kw) File "/opt/odoo/odoo-server/addons/web/controllers/main.py", line 948, in call_button action = self._call_kw(model, method, args, {}) File "/opt/odoo/odoo-server/addons/web/controllers/main.py", line 936, in _call_kw return getattr(request.registry.get(model), method)(request.cr, request.uid, *args, **kwargs) File "/opt/odoo/odoo-server/openerp/api.py", line 268, in wrapper return old_api(self, *args, **kwargs) File "/opt/odoo/odoo-server/openerp/addons/base/module/module.py", line 447, in button_immediate_install return self._button_immediate_function(cr, uid, ids, self.button_install, context=context) File "/opt/odoo/odoo-server/openerp/api.py", line 268, in wrapper return old_api(self, *args, **kwargs) File "/opt/odoo/odoo-server/openerp/addons/base/module/module.py", line 495, in _button_immediate_function registry = openerp.modules.registry.RegistryManager.new(cr.dbname, update_module=True) File "/opt/odoo/odoo-server/openerp/modules/registry.py", line 370, in new openerp.modules.load_modules(registry._db, force_demo, status, update_module) File "/opt/odoo/odoo-server/openerp/modules/loading.py", line 355, in load_modules loaded_modules, update_module) File "/opt/odoo/odoo-server/openerp/modules/loading.py", line 255, in load_marked_modules loaded, processed = load_module_graph(cr, graph, progressdict, report=report, skip_modules=loaded_modules, perform_checks=perform_checks) File "/opt/odoo/odoo-server/openerp/modules/loading.py", line 212, in load_module_graph modobj.update_translations(cr, SUPERUSER_ID, [module_id], None, {'overwrite': openerp.tools.config["overwrite_existing_translations"]}) File "/opt/odoo/odoo-server/openerp/api.py", line 268, in wrapper return old_api(self, *args, **kwargs) File "/opt/odoo/odoo-server/openerp/addons/base/module/module.py", line 775, in update_translations self.pool.get('ir.translation').load_module_terms(cr, modules, filter_lang, context=context) File "/opt/odoo/odoo-server/openerp/api.py", line 268, in wrapper return old_api(self, *args, **kwargs) File "/opt/odoo/odoo-server/openerp/addons/base/ir/ir_translation.py", line 502, in load_module_terms tools.trans_load(cr, trans_file, lang, verbose=False, module_name=module_name, context=context) File "/opt/odoo/odoo-server/openerp/tools/translate.py", line 928, in trans_load result = trans_load_data(cr, fileobj, fileformat, lang, verbose=verbose, module_name=module_name, context=context) File "/opt/odoo/odoo-server/openerp/tools/translate.py", line 1049, in trans_load_data for row in reader: File "/opt/odoo/odoo-server/openerp/tools/translate.py", line 371, in next raise Exception("malformed file: bad line: %s" % line) Exception: malformed file: bad line: #: view:website:professional_templates.PICK_4_document Best regards


Odoo
finally great looking invoices and packaging slips
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We run Enterprise and this module makes the invoices and packing slips look great. Easy to install and simple to config. Great work, essential for all Odoo users since the Odoo templates are terrible.


Odoo
Reply to @cedric - How to install App/Module?
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This Module is a standard Odoo module. Once you Purchase it, a download link will appear on the module description page. You need to extract the downloaded file into Odoo 'addons' directory where all other modules are kept. You then need to click on "Updates Apps list" for the new module to appear on the list of Apps. Then you click on "Install" and wait for it to finish After that you can go to configure the Logos, colors and favorite templates ...refer to Module description for configuration


Odoo
reply to @ David Schneider - How to print report in Different language? (German)
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If you want your report to be printed in a different language other than the default English, you need to ensure that your customer/Partner Language settings is correct. The report will be translated to the language setting of the Customer/Partner. This language setting is found in the Customer/Vendor/Partner Form FYI... the module has been translated to German and French so far... more Languages will be added soon. Please check on Module description for updates on which languages are available. You can also purchase the module and request for translation to your language of choice and it will be ready in less than 24 hours


Odoo
Reply to @Robin Ng Issue
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As replied to you on separate email, you need to check if wkhtmltopdf is installed in your Odoo ERP so that you can print PDF reports using this templates...I recommend wkhtmltopdf version 0.12.1 (with patched qt) for best results Also check your paper format settings in Odoo to ensure proper printing. If your logo is bigger than 120 pixels in height, you can adjust the Header settings in the Odoo Report Paper Format to fit your logo in order to avoid the heade overlapping with the body. For any other Issues, always write to info@optima.co.ke for quick resolution.


Odoo
Bad support
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Unable to print template in PDF. only appears as HTML. when printed to A4, font size too large, cannot change size. Call support but cannot get through the line, email no response. disappointed. i lost trust in your company & Odoo


Odoo
Downloaded installed to use the reports in German now missing the settings?
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I've now installed the app. Unfortunately, all the reports are displayed in English. According to your product information, all reports have been translated into German!? How i can the output language in German activate? (odoo9 Enterprise). Thanks for help!