Sunday, 21 December 2014

Section wise cool Quotation/Sales/Invoice Report in Odoo v8

Today i would like to share with you, how to make a cool "Category Wise" quotation/sale/Invoice Report "Without Any Customization" in V8.

Odoo providing default feature to you just you need to install "sale_layout" module first,

Navigate to Sales/Configuration/Report Layout Categories.

Features:
  • Category wise Subtotal
  • Category wise Separator
  • Category wise Page-break
  • Category wise Sequence
Lets create Section Categories,
  1. Service
  2. Excisable Products
  3. Non-Excisable Products

Go to Quotation then assign section in each line,
Print Quotation Report,
Tidy Step To Excellence
"Kool" Report will be reflected in invoice also,
For that Confirm this Quotation > Create invoice > Print Invoice,

Hope this help you To Build Your Business With TidyWay.
Email : contact@tidyway.in
Skype : tidyway.in
Visit Us : www.tidyway.in

15 comments:

  1. This comment has been removed by the author.

    ReplyDelete
  2. hi, excellent post, I have a question, how can I do the same, but with the categories of products?
    no categories printing, or I can make a reference to both categories?

    ReplyDelete
    Replies
    1. Thank you so much.
      For that, you have to customize some part(put a reference of product categories in layout).
      For more info contact@tidyway.in

      Delete
  3. Hi, with the Section sequence number it is possible to control the order that the sections appear on the quote. Is there a similar control so that the products can appear in a particular order?

    ReplyDelete
    Replies
    1. Yes, you can manage by section sequence number,product will arrange in auto order by sequence of sections.

      Delete
  4. I cant find this option in odoo 9, where can i find this option?
    Thanks

    ReplyDelete
    Replies
    1. Thanks you for your interest!
      As i told you above you need to install "sale_layout" module first, then you can find out a report configuration menu under sales configuration(Sales/Configuration/Sales/Report Layout Categories).

      Delete
  5. Thanks for this module , but how can i do a sum of the subtotal.
    for exemple :
    product 1 price : 10€
    product 2 price : 10€

    subtotal1 20€

    product 3 price : 10€
    product 4 price : 10€

    subtotal2 40€ (sum of subtotal1 and subtotal2)

    Thanks for your answer

    ReplyDelete
    Replies
    1. Thank you for interest.
      product1/product 2 you should put in one section and same you could put product3/product4 in another same section. total sum you can in total amount.

      Delete
    2. Thank for your answer , but if i have an other product under the subtotal group this solution doesn't work

      for exemple :

      product 1 price : 10€
      product 2 price : 10€

      subtotal1 20€

      product 3 price : 10€
      product 4 price : 10€

      subtotal2 40€ (sum of subtotal1 and subtotal2)

      product 5 price : 10€

      amount total= 50€

      Delete
  6. Great place, great time. Getting strange experienced with orphanages. I learned how to hold an excelent progam for kids, hope more activities. I became a kid on that day in my thought. project management and collaboration

    ReplyDelete
  7. Great information also works well on V9 the only issues i have seen though is the pdf works fine and separates however we use the online quote part too and that just puts everything in together and doesnt separate any suggestions?

    ReplyDelete
  8. Odoo providing default feature to you just you need to install "sale_layout" module first,Project Management Software

    ReplyDelete