About Module
This app is useful to get full POS/Sales payment information of salesperson wise. This report can also print salespersons and managers. If the salesperson prints a report than he will only his payment details and the manager can select multiple salesperson if the access-group assigned. so this app will allow you to get all payment information in pdf/excel file. you can also use this report for daily use.
Videos
Features
- 1) You can print POS/Sales payment information salesperson wise.
- 2) Generate Report For Single Company as well as Multi-Companies.
- 3) Multi-Company User can print a report of more than one company which assigned to the user.
- 4) Single Company User only allowed to print his/her own company report.
- 5) You can easily print reports in pdf and excel sheets.
- 6) Easy to filter records by different status.
- 7) You can select multiple salespersons from the wizard.
Versions
- v13.0
- v12.0
- v11.0
Installations
1) You will receive the link to download the zip file of the module please download it.
2) Extract the zip file, you will see a folder named ‘sh_payment_report_sopos’.
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_payment_report_sopos’.
7) Click on ‘Install’ to install it.
Workflow
Tick this group 'Show Salesperson Field In SO and POS Payment Report' to show the salesperson field in the wizard.
So and POS payment report menu in sales.
So and POS payment report menu in POS.
So and POS payment PDF/Excel report wizard.
So and POS Payment PDF report looks like below.
So and POS payment PDF/Excel report wizard.
After that one wizard opens, click "So and POS Payment Report".
The So and POS payment excel report looks like below.
