+
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
+ 
+
+
Print PDF report on contract form
+
The Employee Contract Report gives PDF report of contract details of employee
+
+
Employee creation
+
An employee will be created automatically while creating user.
- ☛An employee will creates 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.
+ 
- - 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 20946efb6..00606d797 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
+
+
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.
+ 
+ 
+
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
+ 
+ 
+ 
+ 
+
+
+ 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.
+ 
+
+ 
+
+
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
+ 
+
+ 
+ 
+ 
+ 
+
+
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.
+ 
+
+
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
- ☛ Warning message when more products are shipped
-
-
+
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.
+
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
+
+
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
-