Sales Analysis Report With Dates
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The sales analysis report by Geminate introduces features to add 'invoice date' and 'shipment date' to sales orders, facilitating analytical reporting for decision-making. It supports both community and enterprise versions of Odoo and helps track invoicing and shipping statuses efficiently. Key features include search filters for dates and the ability to generate detailed sales reports based on these dates.
Sales Analysis Report With Dates
- 2. Sales Analysis Report with Dates Geminate comes with the feature to add 'Invoice Date' and 'Shipment Date' inside sales order and sales analysis reporting. It helps you to generate a report analytically based on date of month when sale orders are invoiced or shipped mainly for decision making purposes and track the status of invoicing and shipping for sale orders.
- 3. Editions Supported 1. Community Version 2. Enterprise Version Note: This module is developed, designed and tested on odoo vanila.
- 4. ● Available Key Features ● Stores 'Shipment Date' on sale order. ● Stores 'Invoice Date' on sale order. ● Adds shipment date and invoice date search filters on sale order and sale analyis reporting. ● Helps to generate sales reports analytically based on shipment date or invoice date. ● Helps for decision making purpose ● Easy to track status of invoicing and shipping. ● Separates the total amount from date of shipment and date of invoice in the sales analysis. ● Easy to use and quick to apply.
- 5. Screenshots Go to Sales -> Quotations
- 7. On sale order confirmation, delivery order will be generated
- 9. 'Scheduled Date' of delivery order will be passed on related sale order
- 11. On click 'Post' button, invoice will move from 'Draft' state to 'Posted' state
- 14. ' Invoice Date' from invoice will pass to related sale order
- 16. On click 'Cancel' button, 'Scheduled Date' and 'Invoice Date' will remove from sale order
- 18. Go to Reporting -> Sales
- 20. Easy to apply search filters for "Invoice Date' and "Shipment Date' to compute separate total amount from date of shipment or date of invoice in the sales analysis
- 24. Find more Apps from Geminate OUR SERVICES Odoo Integration Odoo Support Odoo Implementation Odoo Customization
- 25. Contact / Support Services Send Email Website
- 26. Thank you