Booking the Cab.
Booking the Cab.
Auto approval Settings in Configuration.
Cab Logs for Every Trip.
Record Every Activity Related to CBMS.
Email Notification for Successful Booking.
Booking Status.
View All Cab Activities with Advanced Filttrations.
Create cabs with required details
Approve cab booking automatically.
It keeps the records of all the expenses of each cab trips.
Record Every Activity Related to CBMS.
An email notification will be sent to the user on successful Cab booking.
View your status of booking.You can also cancel your booking from here.
It shows the total expenses for a cab, on daily basis.
View All Cab Activities with Advanced Filtrations.
Reporting Module for Car Workshop Application.
PDF & XLS Reports.
Filter Facilities.
Reports can be downloaded in XLS and PDF format. Filter results based on:
PDF Report
XLS Report
Sets colour codes to tasks
Choose colour code for project
Choose colour code for tasks
Automatically follows the specified colour code for that project.
Restricts some users to drag leads backwards in sales pipeline.
Allows the administrator or head of the team to approve leads.
Go to Configuration -> Stages, and set an 'order'(integer value) for each stage you want to use in the pipeline.
The drag back works based on this 'order' field value.
Shows the leads that are in the 'Waiting for Approval' State
The Administrator or the Head of Sales of team which the lead belongs to, can approve the lead to the stage requested by the user or decline the lead back to it's previous stage.
XLS report
In report, filters like sales person, start date and end date is added
You can take the report from,
Sales-> Report -> Won/Lost Reports
Creating Failure History for All Jobs in Backend.
Failure Report Will Automatically Logged.
Administrator Can Review Logs.
Send Report to Support/Technical Team by Email Button.
Custom Email Template for Sending Mail with Failure Details.
Error Logs Scheduled Actions - Form View
Print PDF Report- Error Logs Scheduled
Send By Email - Error Logs Scheduled Actions Attaching PDF Report
Overall status of quantity on product form
This module gives you an overall status of quantity at each internal location right on product form.
Percentage discount on order lines.
Fixed discount on order lines.
Percentage discount on order.
Fixed discount on order.
A new button 'Disc.Fixed' is added for providing fixed discounts on orderlines. By clicking on this button, we can enter the fixed discount. After we have entered the discount, it will be shown under
the product name of the orderline to which we have applied the discount.
We can have either one type of discount at a time for an order and order
line. i.e, it is not possible to provide percentage discount and fixed discount at the same time. Suppose we have applied fixed discount on an order or orderline, then if we try to apply percentage discount,
the existing discount will be removed and new one will be applied.
@@ -100,7 +100,7 @@
Before providing discounts we need to set an account for recording the discount amount.
It can be created when we are creating the point of sale
get the product stock information in website
Displays a custom message Available/Out of Stock and the stock quantity for each product
Product On Hand At Backend
Stock Indication In E-Commerce
Disabled : When Product is Out of Stock
Enabled : When Product is Available
Print PDF report on contract form
The Employee Contract Report gives PDF report of contract details of employee
Employee Contract button on Employee Contract form/list view
Employee creation
An employee will be created automatically while creating user.
Makes the Employee Orientation Program easier.
Systematical Workflow.
Allows to Create Employee Training Programs.
Email Notification for each Responsible person.
Orientation Checklist
Orientation Checklist Line
Employee Orientation
On confirming employee orientation, creates orientation lines from corresponding orientation checklist.
Orientation Request
Email Template
Employee Training
Email Template
Events report
Select the events From the form view or tree view of the events.
PDF report with event Details including Attendees status.
Select category for products
Get your stock valuation details
Negative stock will be highlighted in "red" cells.
Go to Inventory -> Reports -> Current stock in Excel.
Now a wizard will appear on your screen.
-
+
Please enter the warehouses which you want to take the report.
You can also select category for products(It is Optional).
Then Click "Export Product with Stock Info" button.
-
+
Then You will get the corresponding report in XLS.
Per warehouse you can get Available Qty, Virtual Qty, Incoming Qty, Outgoing Qty, Net On Hand Qty,
Total Sold & Total Purchased Qty.
You can get your stock valuation details too. In below screen-shot you
can see stock details of 2 warehouse exported in single spreadsheet.
Negative stock will be highlighted in "red" cells.
User Friendly Interface.
Effective Time management.
Separate Journal Configuration..
Integrated with Accounting.
High Scalability.
Whole Workshop Analysis
Organise all the works according to their Status. Works/Tasks assigned works using the kanban view and control deadlines in the calendar view.Each Work may have it's own stages.
All details related to a work/task
In timesheet ,Planned work is the sub works related to main Work. By ticking 'Completed' that work will be automatically updated to Work done.
Work done is the details of completed works.
Hour spent is time taken for completed work(Work Done).
Remaining Hour is total time left(Difference between Total Time and Hour Spent).
Tabular Details of Vehicles
Configure Preferred journal for Invoicing
Invoices from the car workshop will be saved to Separate journal.
Fleet Manager :- Fleet manager has the complete access across the fleet rental management
Fleet Rental User :- Fleet rental user can read, write and create the records.
Multiple Plans for Rental Contract(Days/Weeks/Months/Years).
Integrated with Accounting Module.
Automatically Create Recurring Invoices.
Sending email for confirmation, first payment and recurrent invoices.
Check List Facility.
Separate Tree view for Checklist.
Damage Checking Facility.
Billing Facility for Damages/Check Lists.
Contract Payment Validations.
Detailed Fleet Rental Analysis Report.
Access Rights From Multiple Level.
Flexible for further customization.
When you install the module, an extra menu named Rental Management is created
under the Fleet Menu. Also "Fleet" menu is replaced as "Fleet Rental". Here you can see different color
codes according to each state. This helps you in finding out contracts easily.
@@ -107,7 +107,7 @@
This is the Rental Contract form. You can see the Recurring lines created according to
the Recurring cost. And also you can see all the invoices related to this contract from the smart
button "Invoices".
@@ -122,7 +122,7 @@
Here you can add the list of tools given with the vehicle.
When the vehicle is returned back, the checklist can be validated and helps you to identify the
tools that are not returned. The price of unreturned tools will be added to the missing tool cost.
@@ -138,14 +138,14 @@
No need to open all rental contract to see the checklist.
You can also create invoice against the checklist from here.
The checklists are those which are in the checking state,
that means the ones ready for checking the operation.
@@ -160,11 +160,11 @@
Email Notifications
The system will send email notification to notify the confirmation of contract.
The system will notify the first payment through email.
The system will remind all recurrent invoices through email.
Here you can see you have 4 invoices and this contract is in 'Invoice' state.
So you can set this contract to done only if all the invoices are in 'paid' state.
Otherwise it will raise a warning as follow.
@@ -199,7 +199,7 @@
Fleet Rental Analysis Report
You can also analyse all your fleet rentals from Fleet Rental -> Reports -> Fleet Rental Analysis.
Provides detailed pdf report
Fleet Report
The below Pdf gives the details Of Each vehicles Odometer reading,Costs and also Service details.
Fleet Contract Report
Set reminders for important dates
Provides various searches for reminders
Set your reminders for any model and the corresponding date field. Also this module allows different methods to search.
We can use 3 methods to search:
Select the Reminder from the list of Reminders
Related Result
Process expense management
You can create the payment for an employee by a single click
A draft payment will be created
Reconcile the journal item for payment and employee expense
Expense state is changed to draft
User Defined Colour Configuration for Notes.
Automatic Colour Change of Notes Based on Dead Date.
Default Colour for Forbidden.
Default Colour for Over Passed Notes.
Updates the note's colors every on-load of kanban view.
Changes the note color in kanban view relative to the dead-date field value and the date intervals
Set date intervals and colors for the notes from Date interval tab under notes--->date interval(NOTE:Activate Developer mode).
If a note does not belong to any date interval the note colour will be set according to the color specified in the settings
By default when installed on a running system the dead date will be set to the current date of installation of this module
diff --git a/manufacturing_reports/static/description/index.html b/manufacturing_reports/static/description/index.html
index 35912be05..20946efb6 100644
--- a/manufacturing_reports/static/description/index.html
+++ b/manufacturing_reports/static/description/index.html
@@ -41,19 +41,19 @@
Features
Filter manufacturing orders based on Product
Set start and end date, to print the orders between this date
Filter orders based on the status of the production
Enable filter based on the responsible person for production
Goto Manufacturing >>Print Report
PDF Report
XLS Report
Merge same products in:
Before saving the sale order
After saving the sale order
Before saving the order
After saving the order
Before saving the order
After saving the order
Easily understand the progress of work orders
Tree view
Form view
Allows to manage MRP with Secondary UoM
Products to Produce With Secondary UoM
Produced Products With Secondary UoM
Produced Products according to the production with Secondary UoM.
As shown here, When we create a MO with a Primary and Secondary Product Quantities and UOMs. After saving, Order is in 'Confirmed' state. Same time we can see a record created in 'Finished Products' with secondary UoM.
We can change the Primary Quantity, Secondary Quantity and Secondary UoM at any time. There will be an 'Update' Button to handle the same.
Change Product Quantity
When we click on the 'Produce' button, The same window is appear with Secondary Quantity and UoM.
If we Produce Partially or completely, It automatically calculate the Secondary quantity with same ratio.
Update the Produced Products records.
Generates Receipt for Customer & Supplier Payment.
It supports Multi Currency.
Print Customer/Supplier Payment
Invoices Paid by above payment
Payment Receipt
When payment and company are in different currency
When payment and company are in same currency
Expected one of currencies 'CAD', 'GBP', 'USD'
Wepay Account Dashboard
Configure Wepay backend and Provide specified credentials
Checkout Form and Wepay Payment Method
Wepay Checkout Iframe
Confirm Wepay Checkout
Sale order status after successfull Payment
Payment Transaction and Wepay checkout Id
Category wise bill
Choose your product randomly
Product category wise receipt
Change Table of an order from one to another
Change table view
We can easily communicate each other in POS.
Chat Button on POS screen
On clicking an item in chatlist, chat window open in pos screen
Easily create claims from POS interface
Automatic stage changes for assignment of claims
Email Notification
Calender view
Easily create claims from POS interface
Create claims easily from pos interface.Ticket is generated automatically and it is send to corresponding user on creation of claims.
On assigning claim to responsible user,state of claim is changed.
An email is sent to corresponding customer
You can see all your next action on calender view
View your claims
+ icon on pos product image.
On clicking + icon, display pop up with magnified product image.
Click on + button to get magnified product image.
Product image in pos order line.
Set available product categories for each POS.
You can set it in POS form as:
Facilities With Charging Percentage.
Facility Lines in Floor Master.
Enables Separate Price in Floors Wise.
Simple Configuration.
Facility Master - Tree View
Facility Master - Form View
Floor Master With Facility Lines - Form View
Floor Wise Price Change - POS Screen
'Create Sale Order' button in POS
Create sale orders directly from POS
Click on create sale order
Cannot create sale order if there is no order lines added. Otherwise it will raise an alert popup with invalid order line.
Cannot create sale order if there is no no customer selected. Otherwise it will raise an alert popup with invalid customer.
On Confirming Order Creation, create Quotation with orderlines and it shows popup with sale order reference.
Sale Order Reference
Created Sale Order
Company logo and info will be displayed in POS receipt.
Differences between old and new look of POS receipt.
Differences between old and new look of POS Logo.
Only users in the group Product Deletion can delete the product.
If user is not in the group Odoo will raise a warning message.
Product Form
Block inactive or archieved users
You can Archive or Inactive your users
Task before:
Task after:
Project before:
Project after:
Issue before:
Issue after:
Create specific code for project.
Update task name with project code.
Create specific code for project
Project ---> Search ---> Tasks
Task name updating with project code.
User Defined Progress Bar Colour Configuration.
Task Lifeline Bar based on Deadline.
Automatic Colour Change of Lifeline Bar.
Default Colour for Forbidden
Default Form/Tree view of Task
Tree view
User Can Define the Color of Progressbar for Different Percentage Ranges.
Tree view
Color of progressbar based on different ranges
Color of progressbar based on different ranges
Color of progressbar based on different ranges
Stop the life line running based on Stages.
Project >Settings >Stages >Enable:Is Freeze State
Create recurrent task in project.
Send recurrent task request to team lead.
Approve request by team lead
Create recurrent task in project
Users can send a request to corresponding project manager for creating recurrent task from task's form.
Here users can give specific interval type and interval quantity for recurrence.
Approve request by team lead
Project ---> Recurrent Task Requests ---> Recurrent Task Requests
Here current user can get recurrent task request. So he can approve request or reject request with a reason. If he approve the request task will be recurrently created according to the interval type and interval quantity.
Project ---> Recurrent Task Requests ---> My Requests
Here current user can track their requests.
PDF Reports in Project.
XLS Reports in Project.
Detailed Report on Tasks & Issues.
Advanced Filters for Report.
Go to Project -> Project
You can filter the project report by selecting the Appropriate options from the wizard.
PDF Report Of Data Import/Export Plugin Project.(Both Tasks and Issues)
PDF Report Of Data Import/Export Plugin Project.(Issues Only)
XLS Report Of Data Import/Export Plugin Project.(Both Tasks and Issues)
XLS Report Of Data Import/Export Plugin Project.(Issues Only)
Create your own scrum
Scrum plan
Scrum report
Notifications of scrum report
Sending mail with scrum report to admin
Pdf report for Scrum report
You can create your own scrum through Project -> Scrum -> My scrum.
Here you can add your scrum plan by specifying task name, planned hours, current status and remarks. Then click on 'Save' button.
You can also create scrum report thorough 'Scrum Report' button. Then you can edit worked hours, current state and remarks
You have an option to send this scrum report to admin via 'Send Report' button.
Project ---> Scrum ---> Scrum Plan
This is only for project managers. They can see all scrum plans associated with him.
This is only for project managers. They can see all scrum reports associated with him.
Admin and Corresponding Project Managers will get Notifications
Admin will get all scrum reports via email.
Here you can take the pdf report of your scrum.
Helps to Analyse Project in Various Aspects.
Complete Project Status XLS Report with Budget Analysis.
Tasks, Gantt chart XLS Analysis.
Project Breakdown Charter Analysis.
Menu View
Wizard View
Project Graphical Overview
Project Informations
The pie chart of Overall task status.
End user can easily compare the actual and planned time the Project.
To compare the actual and planned budget of the Project.
Project task information and the bar chart are there. End user can easily Analysed the Tasks.
Sub-task Feature for Project.
Sub-Task Lists Under Task.
Sub-Task Count in Task Kanban View.
Sub-Task Stages in Configuration.
Sub-Task Analysis Under Report.
Deadline Validation for Sub-Task.
Stage Validation for Sub-Task.
Please tick marked fields to identify your final stage and cancel stage.
If you want to create sub tasks for your project please select the option Sub Tasks.
Create sub tasks directly from Menu 'Sub Task'.
Create sub tasks from task itself
You can see the count of sub task on each task's kanaban view
You cant move your task into final stage until all sub tasks are reach in final stage
When you move your task into cancel stage then all sub tasks also will go to cancel stage
Calculate the time spend for the specific task
Go to Project -> Task. And then create Task by specifying start date and deadline.
Tree View
Form View
creates recurring orders for purchase.
Go to Purchases -> Purchase -> Recurring order agreements.
Here you can fill all the information related to Recurring order agreements. Once saved, you can generate initial purchase order.
Here you can generate initial purchase order by clicking "Generate initial Order" button.
You can also create recurring orders from purchase order through "Generate agreement" button.
Option to Disable Automatic Task Following From Project Followers
User Can Add Custom Followers to Task
Option Disable Automatic Task Following
Only assignee & Assigned Person will Follow the Task By Default
warning when a user try to pay down payment greater than sale order
Error message when you try to invoice a greater value than SO total amount
Select 'Percentage' from Discount type and give discount percentage as Discount rate.
Select 'Amount' from Discount type and give discount amount as Discount rate.
System will update the value of Discount and Total
Sale Order
Customer Invoice
And the module also allows you to set a limit for total discount in percentage. Exceeding this limit
will require approval.
Manager level users can approve sale orders in 'Waiting Approval' stage.
Invoice from Sales order
Advance Invoice
Percentage bases invoice from Sales Order.
Tags display on Quotation/Sale Order form will be pass to respective customer invoices of that sales order.
Tax Tags on Customer Invoice Form
Add Your Preferred Image for the Product.
Edit the Image of Product From Sale Order Line Itself.
Product Image is Also Viewable in Sale Order Report
Product Images in Order Lines.
Product Image in Sale Order Report
Warning Message on while Changing product quantity
Here you can Get Warning message when you try to change the quantity of products in stock moves
Helps to split quotations
Split the quotations by clicking the split order button.
Enter the count to be split from quotation order-line.
All the quotations split from a sale order have the name as count followed by the parent sale order.
Create parent team or child team for an existing sales team.
Admin can assign targets to salesperson.
View team target.
Create parent team.
Assign target to salesperson.
Team target.
PDF and XLS report
Wizard
PDF Report
XLS Report
Filtered XLS Report
Send By Email Button in payslip view.
Create employee payslip.
Email template with attached payslip.
Full-Featured HTML Editor.
See Entire Mail in a Window.
Forget About In-line Plain Textbox.
Normal Case
After Installation
display the mails and discussions done by current user
Sent Mail Menu Under Discuss
Helps the HR manager to know the deadline of various tasks.
HR can send reminder mail to the particular employee whose tasks is going to end today
HR can take actions and further processes based on the deadline
Project Task Form - Configuration of Task Deadline Reminder
Automation Scheduled Action - Cron Job
Now link will allow user to jump to related task directly.
This email will group all tasks which are deadline today for that user and send summary table to user/employee by email.
Hides tax related fields and menus from accounting.
If you check this option hidden things will become visible for that user.
Hides tax related fields and menus
This hiding happens in user level. If you check this option hidden things will become visible for that user
Hide tax feom sale order
Print the timesheets of selected employees
Performs period wise grouping of timesheet lines
Generate Timesheet Report Wizard With Dates
PDF Report Of Employee Timesheet
Hide the tax information from the Sale Report
Print Button
Tax Dissolved Sale Order Print
Print Button
Tax Dissolved Invoice Print
User creation from employee.
Set home action for employee.
You can create user for any employee through "Create User" button.
Set home action for employee
This is the user created from employee.
E-commerce product search
Can Select Category
New dropdown with product website categories
Find all products related to searching content according to category selected
Display results as dropdown
Selection of results redirects to product description page
Lists all categories as a dropdown
Listing of results for category 'All'
Product page preview.
Responsive gallery
Zooming of images
Image Configuration On Back-end
Product Gallery On Shop Product Description Page
Hover on Product Gallery Thumbs to change the Images Preview
Hover on Image to Zoom
Scroll on Image to Zoom in and out
Employee workload report.
Workload progressbar in kanban view.
Raise validation error while assigning task to busy users.
Workload Configuration.
Users can configure the employee workload settings. Here user can give working hr/day and no of days to calculate workload. And also user have an option to block busy users from assigning task via ticking 'Block Busy Users' field.
Employee workload report wizard
Employee workload PDF report
Here you can see workload progress bar for each users.
If you tick on 'Block busy users' from configuration then the module
will raise a warning when you try to assign work for busy users