Odoo Implementation
Customers Payments by Salesperson
The "Customers Payments by Salesperson" module enables detailed analysis of salesperson performance, showcasing total quantity sold, overall sales, and customer payments. Users can navigate records and access additional sale order details by clicking on specific entries. The module also supports data export to Excel and PDF reporting for comprehensive insights.
Key Features
Customer payments
Specific salesperson
Record view
Export to XLS
Print to PDF
Free support for 90 days
Navigate to Invoicing >> Reporting and select "Customers Payments by Salesperson" Menu for concise salesperson-specific payment details.
Activate the wizard by clicking on the designated button, proceed to input all necessary details, and then click on the "View" button to visualize the information.
These details show the total quantity sold, the overall sales, and customer payments for a specific salesperson. If you click on this record again, you can open the form to see more information by changing some fields.
This form view allows users to explore additional details about a sale order, providing a comprehensive overview of relevant information.
Users can view these details in an Excel file by utilizing the "Export(XLS)" button.
Additionally, users can obtain a comprehensive PDF report containing all this information by selecting the "Print(PDF)" button.
Version 13.0.1.0 | Released on : 15thFebruary 2024
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Community.
- Yes, this app works perfectly with Odoo Enterprise.
- It offers insights into total quantity sold, overall sales, and customer payments for specific salespersons.
- Click on the record, and the form view will open, providing a shortcut to the wizard fields without navigating to the report menu.
- The form view is designed for individual records, allowing users to focus on specific salesperson details in a user-friendly interface.
- Certainly, the "Print (PDF)" button allows users to create detailed PDF reports for a broader overview.
- Yes, the module is easy to install and use, and can be configured according to the specific needs and preferences of the seller.
- Please Contact Us at info@mindphin.com to request customization.
- Yes, we provide free support for 90 days.
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