USER MANUAL

Clever Multiple Sales Order

/ Quotation Templates

Version: 0.1.1

Compatibility:

Odoo V 8.x, 9.x, 10.x

TABLE OF CONTENTS

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

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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

.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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Bifurcate Duplicate Bills

When duplicate invoices are generated, DUPLICATE will be displayed on the top header.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

USER MANUAL – Clever Multiple Sales Order / Quotation Templates

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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.

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

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.

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.