User need to enable Lots & Serial Numbers and Expiration Dates from Inventory/Settings/Traceability.
Configuration
After selecting select the “Reporting” tab and then select the “Product Expiry Report” menu to open a wizard.
Product Expiry Report Wizard
Enter “Generate Report For(Days)” for display products which are being expiring expiring during entered days.And select “Group By” option by which you want to do group by of data.You can group by(Location) or group by(Category)
Product Expiry Days
If you want to display data of specified location then select locations in “Location” field.If you want to display products of all locations which products are available then select nothing in “Category”. To print report click on “Print PDF” or “Print Excel” button.
Group by Location
Display products which are group by “Location”.
Product Expiry Report
If you want to display data of specified category then select group by(Category) option and select categories in “Category” field.If you want to display products of all categories which products are available then select nothing in “Category”. To print report click on “Print PDF” or “Print Excel” button.
Commission calculation based on Product, Product category, Agent
Manage the commission based on Product Sell Price, Product Profit Margin.
Manage the commission payment.
How to use
In Sales > Configuration, under the Agent Commission, set the option for Commission Calculation, Commission Based on and Apply Commission With. Based on this configuration the commission is calculate and paid.
User can set the order that you want to skip. Based on this configuration the commission is calculate and paid.
Sale Configuration Skip Order
In Invoicing > Configuration, under the Agent Commission, set the option for Commission Account. Based on this configuration the commission is paid.
Invoice Configuration
In Products, below the Agent Commission tab, select the Agent and set Compute Price as Fixed price or Percentage. The same configuration is also available in the Product Category and Customer.
If Agent is selected in Sale Order, he will be eligible for commission as per the Configuration.
Product Variant
In Customer > Agent Commission, Configure the Commission Payment type like monthly, quarterly, manually etc.
Payment Type
In Customer > Agent Commission, Configure the Commission Range, If Sale Order amount is between the range then Agent get commission which is configured.
Commission Range
In Sale Order, below the Agent Commission tab, based on the Agent and commission calculation option, Commission is calculated.
Sale Order
If commission is based on ‘Product/Product Category/Agent’, Commission will be calculated for each Order Lines.
Product CategoryProduct CategorySale Order Commission
Note : If Commission is based on ‘Product/Product Category’, Commission will be calculated as per quantity for each order line.
Into Agent Commission menu, you can see the Commission detail.
Agent Commission Details
By Clicking on the Commission Payment, Vendor Bill can be generated by filterring Commission records.
Agent Payment
Here below is the Vendor bill which is generate from the Commission and related payment also be created.
Vendor BillPayment
Schedular will run everyday and make the payment based on selected Payment Method(Monthly/Quarterly/Bi-Yearly/Yearly) in Agent form view.
Scheduler Run Daily
By clicking in Report menu, Commission Payment Report can be generated with having different filters as shown in image.
Commission Payment Report
Here below is the Commission Report for selected Agent(s).
User can login in app with Self hosted URL, Username, Password and Database. Odoo V12 Enterprise Instance is required.
Login
User can check in with PIN number into the Application. Attendance Entry will be calculated to server once user will check in from Application.
Once check in app will store user location latitude and longitude into odoo server.(Custom module is Required)
Check In
This page will show all Projects which are assigned to User.
Projects
This page will show all Task which are assigned to User.
Tasks
Here Task related infomation will be displayed. Like Task status, Related project, Deadline etc.
Task Details
From here User can create new Tasks
Task Create
All timesheets related to user will be loaded in this page.
Timesheet
Details of the timesheet will be displayed in this page. Here user can view timesheet related information Like Date, Description, Project, Task etc.
Timesheet Details
User can new create timesheet from here.
Create Timesheet
Employee Expenses will be displayed in this page.
Expenses
Details of the Expenses like Description, Products, Paid by etc will be displayed in this page. User can generate expense report from this page
Expense Details
Expense report will be display in this page.
Expense Report
Here all requested leave from the User will be displayed.
Leave
Detailed information of the Leave will be displayed in this page. Like Type of Leave, Duration, Leave description etc.
Leave Details
User can request for the Leave from this page
Create Leave
All Attendance record will be listed here. this list includes Attendance date, Sign-in time , Sign-out time etc.
My Attendance
User can check out from Application using this page. Attendance Entry will be calculated to server once user will Check out from Application.
User can login with Odoo Url, username, password and Odoo V12 database.
Login Page
User can see various details like sale, sold products, orders, active sessions, salesperson name who sold highest today, hours in which highest sales, average customer spending and visit as per last 30 days.
Home Page
User can see customer’s ratio about orders with new customer, orders with existing customer and orders without customer.
Customer Ratio
User can see top 10 customer’s no. of orders and sales details.
Top 10 Customer
User can see top 10 salesman’s no. of orders and sales details.
Sale by Salesman
User can see top 5 products by quantity.
Products by Quantity
User can see top 5 products by amount.
Top 5 Products by Amount
User can see top 5 categories by quantity.
Categories by Quantity
User can see top 5 categories by amount.
Top 5 Categories by Amount
User can see monthly sales report.
Monthly Sale
User can see yearly sales report.
Yearly Sale
User can see sales and order details according it’s status.
Sales by Status
User can see hourly comparison of today and last 7th day of week.
Hourly Sale Comparison
User can see hourly sale by today or selected date.
Hourly Sale
User can see weekly sales comparison of current week with last week.
Weekly Sales Comparison
User can see sales and order details of current week by weekdays.
Weekly Sales Report
User can see payment information according to various accounting journal.
