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
www.appjetty.com 1
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
www.appjetty.com 11
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
www.appjetty.com 12
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 [email protected]
Tickets
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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.
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multiple-quotation-sales-order-templates.htm
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