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  • About Module


    This module useful to show summary information of sales, purchase, invoice, delivery, meeting, task in partner.

    Versions


    • v12.0
    • v11.0
    • v10.0
    • v9.0

    Features


    • 1) Quick way to show records of customers.
    • 2) Easy to view also.
    • 3) All record at one place.

    Installations


    1) You will receive the link to download the zip file of the module pls download it.

    2) Extract the zip file, you will see folder named ‘sh_all_summary’

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button

    6) In the search bar, search ‘sh_all_summary’

    7) Click on ‘Install’ to install it.

    Workflow


     Inside Companies Settings set Summary Limit for records to display.

     Inside Contact/Partner record in new tab "Sale Orders", display last records of that partner as per limit.

     On "View" button of "Sale Orders" records, redirects to that sale order.

     Inside Contact/Partner record in new tab "Purchase Orders", display last records of that partner as per limit.

     On "View" button of "Purchase Orders" records, redirects to that purchase order.

     Inside Contact/Partner record in new tab "Customer Invoices", display last records of that partner as per limit.

     On "View" button of "Customer Invoices" records, redirects to that customer invoices.

     Inside Contact/Partner record in new tab "Vendor Bills", display last records of that partner as per limit.

     On "View" button of "Vendor Bills" records, redirects to that vendor bills.

     Inside Contact/Partner record in new tab "Incoming Orders", display last records of that partner as per limit.

     On "View" button of "Incoming Orders" records, redirects to that incoming orders.

     Inside Contact/Partner record in new tab "Delivery Orders", display last records of that partner as per limit.

     On "View" button of "Delivery Orders" records, redirects to that delivery orders.

     Inside Contact/Partner record in new tab "Meetings", display last records of that partner as per limit.

     On "View" button of "Meetings" records, redirects to that meeting.

     Inside Contact/Partner record in new tab "Tasks", display last records of that partner as per limit.

     On "View" button of "Meetings" records, redirects to that task.

    Support

    You will get free support and assistance in case of any issues