$ 42.17
| Required Apps |
•
Accounting (account_accountant)
• Invoicing (account) • Discuss (mail) |
| Technical Name |
ctx_partner_report_salesperson
|
| License | OPL-1 |
| Technical Name |
ctx_partner_report_salesperson
|
| License | OPL-1 |
Introduction
This all-in-one reporting filter module enhances financial visibility by introducing salesperson-based filtering and columns within aged receivable and partner ledger reports. Enable finance teams and managers to swiftly segment outstanding balances and partner histories by responsible salespeople. Improve follow-up workflows, transparency, and accountability across sales and accounting functions.
Key Features
Adds Salesperson as a filter option in aged receivable and partner ledger reports
Displays a Salesperson column for clear attribution within report outputs
Enables focused, salesperson-specific financial reporting and data export
Streamlines reconciliation and collection efforts aligned by individual sales ownership
Benefits
Elevates report clarity by associating aging and partner balances with the responsible salesperson
Boosts accountability across sales and finance teams with targeted visibility
Speeds up collections and follow-up actions through focused data insights
Enhances decision-making with salesperson-filtered financial overviews and summaries
Compatibility & Technical Details
Required Modules: Accounting (including invoicing and reporting components) and Sales (to capture salesperson attribution)
Technical Name: ctx_partner_report_salesperson
License: Odoo Proprietary License v1.0 (OPL-1)
Installation Steps:
Place the module into your add-ons directory.
Install via the standard Odoo app installation process.
Open the aged receivable or partner ledger report—apply the new salesperson filter and view the additional column to analyze receivables and partner activity by salesperson.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.