$ 14.66
| Required Apps |
•
Invoicing (account)
• Accounting (account_accountant) • Discuss (mail) |
| Technical Name |
mh_sales_person_filter_partner_ledger
|
| License | OPL-1 |
| Technical Name |
mh_sales_person_filter_partner_ledger
|
| License | OPL-1 |
Introduction
This module enriches Odoo’s accounting functionality by enabling dynamic salesperson filtering in the Partner Ledger Report. Users can easily include or exclude salesperson data to generate customized, insightful financial reports. Ideal for businesses aiming to monitor individual sales performance or refine reporting efficiency, this module adds precision and flexibility to Odoo’s standard reporting tools.
Key Features
Add a dynamic filter by salesperson to the Partner Ledger Report
Enable inclusion or exclusion of salesperson information in reports
Simplify tracking of sales representative performance through filtered financial views
Improve reporting flexibility and customization in Odoo’s accounting module
(Derived from module description on the official listing)Odoo Apps Store
Benefits
Tailors financial reports to highlight individual sales contributions
Enhances data analysis with focused, salesperson-specific insights
Speeds up decision-making by filtering out irrelevant salesperson data
Streamlines reporting across teams by adapting ledger output flexibly
Compatibility & Technical Details
Technical Name: mh_sales_person_filter_partner_ledger
License: OPL-1 (Odoo Proprietary License v1.0)
Required Dependencies: Standard accounting and reporting modules
Installation Steps:
Place the module folder into your Odoo add-ons directory.
Update the module list in Odoo.
Install the module via the Odoo interface.
Display Sales Person Filter on Partner Ledger (Odoo17)
Enhance your Partner Ledger Report with advanced filtering options and additional data visibility. This module introduces a dynamic Salesperson filter to your Partner Ledger Report, allowing you to easily include or exclude salesperson information based on your reporting needs. Whether you need to track sales performance by individual salespeople or streamline your reporting processes, this module provides the flexibility and insights you need.
How It Works
Key Features
- Salesperson Filter: Easily include a Salesperson filter in the Partner Ledger Report to focus on transactions linked to specific salespeople.
- Flexible Export Options: You can hide or show salesperson information in PDF and Excel reports, providing control over the data you want to present.
- Customizable View: Use a checkbox to toggle the visibility of the Salesperson filter, adapting the report to various needs without altering core settings.
- Enhanced Reporting: Display salesperson information directly in the Partner Ledger Report, offering deeper insights into sales activities and performance.
- Automated Updates: The computed field automatically updates with any changes, keeping your information current and accurate.
- User-Friendly Configuration: Seamlessly integrate with existing reports and configurations, making it easy to set up and use without extensive modifications.
Configuration
- Navigate to Configuration: Navigate to Accounting > Configuration > Management in your Odoo instance, Go to Accounting Reports.
- Locate Partner Ledger Record: Locate the Partner Ledger Report and open its configuration settings.
- Under Options Tab: Under the Options tab, you will find a checkbox labeled Sales Person. Check this box to enable the Salesperson filter and column in your Partner Ledger Report. Uncheck it to hide the filter and column when not needed.
Why Choose This App?
- Flexibility: Easily switch between showing and hiding the Salesperson filter based on your reporting requirements. Adapt the report to specific needs without reconfiguring core settings.
- Improved Visibility: Gain better insights into your sales data by including salesperson information in your reports. Track individual performance and make more informed decisions.
- Seamless Integration: The app integrates smoothly with existing Odoo accounting reports, offering a hassle-free enhancement to your reporting capabilities.
- User-Friendly: Designed with simplicity in mind, allowing users of all experience levels to configure and utilize the new features effectively.
Need Any Help?
Free 60 Days Support.
SoftwareBox will provide FREE 60 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.