Odoo Sales Order & Quotation Templates

1. TABLE OF CONTENTS USER MANUAL Introduction ......................................................1 Benefits of Clever Multiple Sales Order / Quotation Templates........................................1 How it Works?...................................................2 Back End Configuration: ...............................2 Installation Steps...........................................2 App Configurations: ......................................4 Features .............................................................8 Points to Note: ............................................... 14 Contact Us ...................................................... 14 Clever Multiple Sales Order / Quotation Templates Version: 1.0 Compatibility: Odoo V 8.x, 9.x, 10.x

2. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Introduction AppJetty is introducing an excellent app to manage multiple reports of Odoo store creatively. Clever Multiple Sales Order / Quotation Templates app will aid you to maintain your reports in a superior way. Admin can set layout of the reports in multiple ways. There are inbuilt 6 types of report configurations for the references. Admin can change them the way it is required. Admin can view Payment History in the invoice to keep a check of order details. Admin can set Text Colors, Company Details Colors and also can add product description in the Invoice. Admin can choose diverse colors with Color Picker. Admin will be able to manage templates of Invoices, Sales Orders, Purchase Orders, Request for Quotation, Delivery Notes and Item Pick up Notes. Benefits of Clever Multiple Sales Order / Quotation Templates • Manage Styles of All Report Fields • Numerous Report Templates Styles • Manage Various Report Types • Configurable Report Templates • Configurable Report Styles for Each Customers • Default Template for Every Report • Print Reports in Various Languages • One Time Setup • Fast Support . www.appjetty.com 1

3. USER MANUAL – Clever Multiple Sales Order / Quotation Templates How it Works? Back End Configuration: Installation Steps Step 1: Download and extract the zip file. Step 2: Check your Odoo add-ons path. • • • It should be same as defined in OdooConfig file. Config files are mostly saved in /etc folder. For e.g. /etc/odoo.conf Open Config file: • Give the command: sudo/etc/odoo.conf • Config file content: addons_path = /opt/odoo/addons Step 3: Open Terminal and go to download location • For e.g. if the download location path is : /home/odoo/Downloads then the command to be written in the terminal would be: cd/home/odoo/Downloads Step 4: Copy download modules to addons path • Give the below mentioned commands to perform copy operation: • $cd /home/odoo/Downloads/general_template • $cd v8 • $sudocpgeneral_template/opt/odoo/addons Step 5: Restart Odoo server Step 6: Login with the admin credentials in your Odoo instance. Step 7: Go to Apps/Update Apps List. • Click on “Update” button. www.appjetty.com 2

4. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Step 8: Go to Apps • • Remove search filter Enter module name in the search box provided in the top right corner of the page. For e.g. here write “clever_all_in_one_report_template”.Click on install button. www.appjetty.com 3

5. USER MANUAL – Clever Multiple Sales Order / Quotation Templates App Configurations: Please follow below mentioned steps to configure the “Clever Multiple Sales Order / Quotation Templates” Odoo App. Step 1: Configuring Report Template • • Go to Settings -> Companies. Select Your Company and click on Report Configurations. Click on Edit to Edit the Template. Step 2: Set the Custom Footer • • • To set Custom Footer Enable Custom Footer. Add the required Footer in Report Footer Box. Select the Paper Format as required. Step 3: Set Default Report Settings • • • Template Preview: Template preview will be shown on the basis of chosen Standard Template. Report Logo: Set the Report Logo for the Invoice. Default Invoice Template: Set the Invoice Template from following 6 Options. www.appjetty.com 4

6. USER MANUAL – Clever Multiple Sales Order / Quotation Templates • Contemporary • Elegant • Creative • Professional • Advanced • Exclusive • Template Base Color: Set the Template Base Color for the Invoice. • Template Text Color: Set the Template Text Color for the Invoice. • General Text Color: Set the General Text Color for the Invoice. • Company Address Color: Set the Company Address Color for the Invoice. • Report Watermark Logo: Set Watermark for the Invoices. • Table Odd Parity Color: Set Table Odd Parity Colorfor the Invoices. • Table Even Parity Color: Set Table Even Parity Colorfor the Invoices. • Customer Name Color: Set the Customer Name Color for the Invoice. • Customer Address Color: Set the Customer Address Color for the Invoice. • Display Product Description: Enable Display Product Description to display product description on invoice. • Display Customer Name in Bold: Enable Display Customer Name in Bold to display Customer Name in Bold. • Display Company Name in Bold: Enable Display Company Name in Bold to display Company Name in Bold. • Admin can choose any color for the editable text fields with the color picker • NOTE: Watermark feature is not provided for Odoo v8.0 www.appjetty.com 5

7. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Step 4: Setting different Template for Customer • • Go to Sales ->Customers. Select the Customer you want to set Template for and click on Report Configurations. Click on Edit to Set the Template. Click on Report Configurations and choose from multiple templates to set for specific customer. • www.appjetty.com 6

8. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Step 5: Printing the Reports • Printing Quotations / Sales Orders • Go to Sales ->Quotations. • Select any Quotation that you need to print. • Click on Print to print the Quotation / Sales Orders. • Printing the Request For Quotation • Go to Purchases ->Request For Quotation. • Select any Quotation that you need to print. • Click on Print -> Request for Quotation to print the invoice. www.appjetty.com 7

9. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Features Set Default templates for multiple reports • Admin will be able to set default templates for numerous reports like: • Sales Orders • Purchase Orders • Request for Quotation • Invoices • Delivery Notes • Picking List Several Template Options to Generate Reports • Admin can opt for any report template from 6 exquisite Report templates and can use it as per the requirements. For the Templates, First priority for report template set on reports, if not then set on decided for customer and after then set on decided for company. If everything is not set Contemporary Template will be used. The 6 templates are: • Contemporary • Elegant • Creative • Professional • Advanced • Exclusive • • www.appjetty.com 8

10. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Admin has all the authority on configuration of report fields • With Clever Multiple Sales Order / Quotation Templates admin can change following fields of the report template. • Template Base Color • Template Text Color • General Text Color • Company Name and Address Color • Customer Name and Address Color • Table Odd and Even Parity Color • Report Logo • Report Watermark Logo • Display Company Name in Bold • Display Customer Name in Bold Admin will be able to choose Standard template configuration and then can change its configurations upon requirement. Admin can elect whether product description is needed on the report or not. Admin can also choose company name & customer name will be displayed in bold or not on the report. Admin can also add company logo and water mark in the invoice. • • www.appjetty.com 9

11. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Feature to set Report Templates for Specific Customers • Admin can set Specific Report Template for different Customers with Multiple Report Templates. Set Custom Footer for Invoice • By Enabling Custom footer option admin can set text for the footer in the reports with help of Clever Multiple Sales Order / Quotation Templates. www.appjetty.com 10

12. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Facility of Color Picker for Managing Text Colors • Admin can choose any color for the editable text fields with the color picker provided by Clever Multiple Sales Order / Quotation Templates. Keep a Track of Payment History • Admin has the facility to stay up-to-date with all the payments provided by customer for the products bill with Clever Multiple Sales Order / Quotation Templates. www.appjetty.com 11

13. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Bifurcate Duplicate Bills • When duplicate invoices are generated, DUPLICATE will be displayed on the top header. www.appjetty.com 12

14. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Print Report in Various Languages • With Clever Multiple Sales Order / Quotation Templates admin will be able to print report in various languages like French (Francis), German (Deutsch) & Arabic based on Customer’s set language. www.appjetty.com 13

15. USER MANUAL – Clever Multiple Sales Order / Quotation Templates Points to Note: • NOTE: Watermark & Duplicate feature is not provided for Odoo v8.0 • Delivery Note Report is only available in v9. Contact Us We simplify your business, offer unique business solution in digital web and IT landscapes. Live Chat •Get instant support with our Live Chat. •Visit our product page at: https://www.appjetty.com/odoo-clever- multiple-quotation-sales-order-templates.htm and click on the Live Chat button for instant support. Tickets •Raise tickets for your specific question! •Send an email to support@appjetty.com Or you can login to your account @ www.appjetty.com and click on My Support Tickets on your account dashboard, to get answers to your specific questions. Our team will work to respond to your query prompt. Customization: If you would like to customize or discuss about additional feature for Clever Multiple Sales Order / Quotation Templates, please write to sales@appjetty.com www.appjetty.com 14