Classic AR aging report: outstanding invoices bucketed by overdue days (Current, 1-30, 31-60, 61-90, 91+). Per-customer breakdown, risk-level colour coding, configurable buckets and printable PDF.
Export any Odoo list to a beautifully formatted Excel file. Configure reusable templates per model: custom headers, column widths, colours, totals row and auto-fit. Works from Sale Orders, Invoices, Purchase Orders, Inventory and more.
Account statement per customer: pending invoices, payments and running balance. Print PDF, send by email, and self-service portal.
See the last price charged to each customer for each product directly on the quotation line, plus full price history popup.
Capture a customer or driver signature directly on the delivery order using the touchscreen. Signature is stored on the picking, shown on the Delivery Slip PDF, and can be required before the delivery is validated.
Configure a cash discount % and deadline on payment terms. Invoices show the discounted amount prominently. When the customer pays within the discount window the discount journal entry is created automatically.
Calculate employee termination payments: proportional vacation, 13th/14th month salary, severance notice bonus, indemnification and reserve funds. Printable finiquito PDF ready for signature. Configurable for Ecuador, Colombia, Peru and similar regimes.
Require approval before processing internal stock transfers between warehouses. The destination warehouse manager is notified and can approve or reject with a mandatory reason. Blocked validation until all approvals are granted.
Show lot and serial number expiry dates directly on delivery orders and customer invoices. Color-coded alerts: expired (red), expiring soon (orange), OK (green). Included in PDF reports.
Pay sales commission based on profit margin tiers, not just sales volume. Define brackets (e.g. 0-10% margin = 1%, 10-25% = 4%, 25%+ = 8%) so reps are rewarded for protecting margin, not just closing deals at any discount.
Add configurable approval levels to sale quotations. Trigger by order amount or discount percentage, assign approvers per level, and track the full approval history in the chatter.
Detect overtime automatically from check-in/check-out attendance, approve it, route it to payment or to a time bank, and let employees consume banked hours later.
Track tips per order in the Point of Sale. Configure a tip product and suggested percentages, and generate a detailed tip report per cashier or waiter for any date range.
Print product labels in bulk with QR code, barcode and configurable fields. Three label sizes, selectable fields, print from product list, purchase orders or delivery orders.
Set hour and monetary budgets per project. Visual progress bars and color-coded alerts when spending reaches 80% or 100%. Automatic email notifications to the project manager.
Per-project profitability dashboard: compare invoiced revenue against timesheet costs, vendor bills and expenses linked via analytic accounts. Drill down by cost type and print a PDF summary.
Create recurring task templates (daily, weekly, monthly, quarterly, yearly) and let Odoo auto-generate the task instances. Dashboard shows overdue, due today and upcoming tasks. Track completion rate per template over time.
Configure commission plans by product category, trigger on order confirmation or invoice payment, and track every commission line per salesperson with a bulk "mark as paid" wizard.
Visual dashboard of products below minimum stock. Color-coded by alert level, supplier lead time, and one-click purchase order creation grouped by vendor.
Record income/VAT withholding taxes on customer invoices and vendor bills, auto-generate the matching journal entry, and print the withholding certificate. Built for Ecuador, Colombia, Peru and similar withholding-agent regimes.