Each of the customized reports (Invoice, Sales Order, Quotation, Purchase Order, RFQ, Delivery Note & Picking Slip) has 10 templates which you can select to use at any time.
These templates can further be customized in terms of font, font size, your company logo, colors, text colors and many more settings.
Simply upload your beautifully designed watermark PDF or letterhead PDF as the background for your reports and it will print the reports on it. Also, if you want to add some watermark text, write a simple expression or sentence that will be printed on the PDF as watermark.
There are variables available for you to use to generate a watermark text. You can print dynamic content such as timestamp, your company details, user details or details related to the current document being printed. See examples on the left and below.
Do you have extra content such as terms and conditions, product promotion, advert, brochure..etc in PDF format? You can upload this PDF on the Last Page field so that it will be appended to the printed report.
The number of pages you can upload is not limited. As long as the document is in PDF format, it will be appended to the report during the print to form one single document ready to be sent to your customer or supplier. (see examples below)
The most important thing in business is a persona. With this App, you have not just one but 4 distinct professional templates to help you stand out from competition.The templates have a contemporary outlook and option to link customers to your 3 main social media pages.They are easily customizable to have a look and feel of your business. Use the best business Logo to spice up your theme.You can associate a customer/partner with a certain template or you can just set a default template for all your customers. You can translate the templates to the language your customer/partner speaks. The original Odoo template is not left out, just in case you want to fallback.
Don't forget to choose the best font family to use in your reports. Once you install your favorite font in your Odoo server, simply set the name of the font in the settings and forget!. This App will use it entirely in your PDF report. It is important to choose and use the right font as it improves readability of your documents helping your business to stay ahead of competition in terms of customer experience.If you choose non existing font family, your reports will fall back to the default HTML font-family; which is ``Times New Roman``. The default font family set in this App is ``san-serif``
Font-sizing is equally important as font-family. Readability of your content depends largely on the size of the font used.This App will allow you to independently set the font size of your ``Header`` content, ``Body`` content and ``Footer`` of your report. Fonts are set in pixels dimension and as a general rule a font size between 8-14 pixels is good enough but it also depends on the content and section of the document.Titles and sections that require larger size of font are scaled automatically based on the font size you have chosen.The font sizes are selected from a drop-down list between 1and 50 pixels.
The choice of the font color of the content of your documents is in your hands. No restriction at all. Simply pick the right color by specifying the Hex color code e.g #372E33. Color matching and pairing is important but not hard to achieve. Make sure the colors you pick are matching the overall theme of your business. You will be able to pick at least 4 different font-colors; The overall ``Text Color`` of the document content, The ``Theme Text Color``, The ``Company Name Color`` and the ``Customer/Partner Name Color``.
Every business has a theme and the most important theme element is color. Your documents should have a stunning and distinct appearance from the rest in order for your customers to easily identify you. In every template you choose, you will be able to set the main ``Theme Color``. This Color will be used extensively in most of the sections of the report such as in the table header as the background color and many more sections depending on the template design. It is a good idea to match or use complimentary colors for your theme color and company logo in order to achieve great harmony.
For improved readability of table content with several rows of data, it is better to use different background colors for alternate rows. This will achieve a zebra stripped rows of content that are easy to follow.This feature has been implemented in this App to help improve the readability of your documents. Simply state the background color of your ``Odd`` and ``Even`` lines and it will be implemented in your PDF documents printed. Additionally, all rows of data are automatically numbered for easy reference.
If language is not correct, then what is said is not what is meant. Thanks to Odoo Translation Feature which has been enabled in this App as well. Translation to any language is possible in all the templates. The language to translate to is set in the Customer/Partner object in Odoo. If you need any help in finding the right place to do translation in Odoo, simply open a support ticket with us by sending us an email to contacts shown at the bottom of this page.
This is a ``Set & Forget`` kind of App which does not take much of your time to deploy and configure once and for all. It comes with default parameters as examples during the configuration. There are also ``Tool Tips`` added to guide you in the process. It takes less than 5 minutes to configure and use it for the first time. In case you need more documentation, you can refer to the module Installation page.We also offer free support via email or phone. We recommend ``wkhtmltopdf`` version 0.12.3 or higher for excellent PDF reports.
This is one of the most downloaded App in its category and which such a large number of businesses using it, we have gotten a lot of feedback from users that has helped us fix bugs, improve its performance and features. Currently there are no much reported issues but we continue to update and fix known issues on regular basis. Our Support team is keen and dedicated to offer any help and listen to your needs. We offer unconditional free support as soon as you purchase it. We also help you to customize it further in case it is necessary
Now it is possible to automatically convert the invoice amount, quote amount, sales order amount, RFQ amount and purchase order amount into words. The amount in words can be displayed in 13 different languages:
When a customer makes a payment and you register the payment in Odoo, The transaction will be displayed on the Invoice.The paid invoice can therefore act as a receipt and can be sent to customer as a proof of payment received. Also, The invoice will display the current status whether it has been fully paid, not paid, partially paid, draft, cancelled e.t.c. Below are the complete invoice statuses:
Now it is possible to display the product image on Sales Order, Quotation, Invoice, Delivery Note and Picking Slip. This feature is enabled by default but you can disable it in the report settings if not needed.
Now you can have additional details in the footer such as full company address, contacts, bank details, VAT number, company tagline and a small logo of your choice. From the settings you can show/hide the footer logo if not needed.
We are a highly qualified team of well-rounded software engineers and applications systems integrators specialised in open source ERP solutions for SMEs all over the world
+254 715 956 855 +254 776 519 392 @optima_ICT www.optima.co.ke
NOTE: Before you proceed to install this module, please check the Pre-Installation Requirements section above. This Module is a standard Odoo Module. Once you purchase it, please follow the following steps to install it:
Please refer to Module Description for illustrated steps on how to choose one among the multiple templates, colors, fonts, font size, and logos for your reports
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