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sales
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Vincenzo Quintani

Hello,

We do have two kind of business one is material sales and another one is related to construction of turn key plants. 

Typically in the turn key plants we do not quote in a detailed way but we use categories and not price and discount for each single items of our offer but only the overall price and overall discount.

I tried several to achieve to objectives:

​a) Must have: a pdf template for quotation showing only total amount and total discount

​b) Nice to have: possibility to choice between two templates when I press "Print" on Quotes. It looks from several posts I read should be possible.

I would appreciate if anyone here could adress me to the right solution.

Thanks,

Vincenzo

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Vincenzo Quintani
Penulis

Hello,

some evolution. I was able to insert some additional PDF files as different templates but if I make a change to one of them all the other are changed exactly in the same way. So all the report are identical

Moreove I would like to add one row in the total table adding the total amount discounted but I'm not able to add a row and find the value (or an expression) to calculate such amount. Any idea?

Avatar
CandidRoot Solutions
Jawaban Terbai

Hello Vincenzo,

I hope you are doing Great.

Thank you for sharing the details of your "Turn Key" vs. "Material Sales" business needs. This is a very common requirement for businesses that handle both products and projects.

Regarding your findings: You mentioned that modifying one report changes all of them. This happens because even though you created a new "Print Option" in the menu, both options are likely still pointing to the same underlying XML Template (code view). In Odoo, if two reports share the same template ID, changing one changes both.

The Solution: To achieve your objectives, a specific technical setup is required. We can implement this for you as follows:

  1. Two Independent Templates: We will create a completely separate "Turn Key" report template that is detached from the standard one. This ensures that when we hide the line prices and discounts for your project quotes, your standard material sales quotes remain detailed.

  2. Selection Menu: You will have a simple dropdown under the "Print" button allowing you to choose between "Quotation (Standard)" or "Quotation (Turn Key)".

  3. Total Discount Row: Calculating the "Total Discount Amount" across the whole order is not a standard Odoo field. We will inject a custom formula into your specific report to sum up all line discounts and display the "Total Savings" row in the summary table as requested.

Since this involves creating new QWeb views and custom calculation logic, we can handle this customization for you to ensure it works seamlessly.

Let us know if you would like us to proceed!

Thanks & Regards

CandidRoot Solutions Pvt. Ltd.
Mobile: (+91) 8849036209
Whatapp: (+91) 8849036209

Email: info@candidroot.com
Web: https://www.candidroot.com

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