Sales Reporting by Customer

sales reporting dashboard

1 Beantwoorden

4519 Weergaven

Patrick Presto

I am looking for a way to see sales reporting by customer in total by the parent company instead of broken out by company contacts.

Example:

Customer: ABC Inc.

Contact 1: Jane Doe

Contact 2: John Doe

Sales Order 1: $5,000.00 | Customer: Jane Doe, ABC Inc.

Sales Order 2: $7,500.00 | Customer: John Doe, ABC Inc.

Sales Order 3: $3,000.00 | Customer: ABC Inc.

When I have the data above in my database, anytime I look at sales reporting (either in Reporting within the Sales App or within the Dashbaord App), I see the following reporting data:

Sales History:

ABC Inc: $3,000.00

John Doe, ABC Inc: $7,500.00

Jane Doe, ABC Inc: $5,000.00

I do not mind that it separates it my contact, but I would like the parent company to show the full total of $15,500 for reporting purposes.

The only way I have found to work around this problem is to force all SO's to be sent at the Parent Company level; but that involves another step of ensuring any relevant contacts are added as followers to that quotation/SO. Not a huge deal, but just seeing if I'm missing anything that can easily aggregate the data in total at the parent company level.

Balagopal R

Beste antwoord

Hello,

It is possible to handle the above scenario in Odoo.

First, you need to enable the Customer Address option from Accounting > Configuration > Settings

Create the ABC Inc. as a Company in Sales > Orders > Customers

Add Jane Doe as an Invoice Address in the Contact & Addresses inside the ABC Inc. record.

Now you can create a Quotation or SO as follows:

For the Reporting, select the following Group by options

Kiki Klun

Can you explain how to add this group to the search bar using studio? I can't figure out how to add that option. I can add filters, but not groups in Studio.

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