Title: How to Easily Customize Default Reports in Odoo
1How to Easily Customize Default Reports in Odoo
One of the problems of using a ready made
software for ecommerce like Odoo ecommerce is
that you are often stuck with default reports
that come prepackaged with the software. So be
it sales order or purchase order or invoice, you
cant do much with these unless you are an
expert in Odoo programming.
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2- Keeping this pain point of Odoo ecommerce
merchants in mind, we at Biztech, have come up
with a ready made app that will allow you to
customize any of your default store reports and
get a more professional look for all your store
reports. Called Clever All In One Report
Templates, this app gives you 6 different custom
template options to choose from for each of your
six report types. - And you can customize any aspect of these custom
templates, like logo, color, font, formatting,
etc. In this blog we will discuss these store
reports individually and how they can be
customized with our app. - Generating Sales Orders
- The sales order report template contains all the
information related to sales order like summary
of the sales order, information about shipments,
complete and incomplete transactions etc. With
Clever All In One Report Templates, you can
modify the company name, logo, the font type and
color of your sales order. You can also add a
watermark, if required. As admin, you can choose
whether or not to keep product description in
sales orders. - Maintaining Purchase Orders
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3- The Purchase Order Reports provide information
about all the purchased orders and quotes. You
can evaluate, analyze and review your purchase
activities that have taken place during
different duration. Information about inventory
items, sales tax, freight charge etc can also be
included in these reports. - Like sales orders, our app also helps you
customize the look of your purchase orders by
modifying the various elements. - Creating Request Quotation Forms
- Every business has clients that are interested in
the services that are being offered to them but
want to know the quotation before they strike a
deal. These quotation forms must look strictly
professional as they can make or break the
impression of your enterprise. Clever All In One
Report Templates allows you to assign one of the
six custom templates for quotation forms also
and change font, logo, company name, colors, etc. - Generating Invoices
- An invoice must be legible, simple and thorough.
Invoice generation and management for every
transaction that takes place can be quite
daunting. The invoice templates offer a
systematized format and design so that you can
fill in all the information easily. If your
invoice is created rightly, your
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4customers find it easy to understand and you can
get paid for your services faster. With our
template app, you can create a professional
looking template for all your invoices easily
without getting into the code at all. It also
allows you to keep custom footer in your
invoices and marks all duplicate invoices with
the word Duplicate in the header. 5. Making
Delivery notes Businesses that have a lot of
logistics involved are always creating delivery
orders. These delivery orders are a proof that
the goods have been delivered successfully. And
they contain information including price,
product description, quantity, delivery date and
signature of dealing parties. Using our app you
can create delivery notes in a way that it
becomes easy for you to fill in the information
wherever needed. Apart from the above Clever All
In One Report Templates also allows you to get a
PDF copy of all the reports generated and to
keep a preferred template for specific customers.
It also allows you to keep a track of all the
payment history. With so many features and
configurable options you will never have to
bother about your Odoo store reports not being
professional in appearance. And all this without
writing a single line of code! No wonder Clever
All In One Report Templates is the best Odoo app
for professional report templates. Check it out
for yourself.
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easily-customize-default- reports-odoo
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