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Section-Wise Subtotals for Sales and Purchases
The Odoo Sales & Purchase Section-Wise Subtotal app is designed for businesses aiming to streamline and enhance their order processing workflows. This powerful tool enables users to automatically calculate subtotals within sales and purchase orders, grouped by custom-defined sections.
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Features
Enable Access to Section-Wise Subtotals in Sales and Purchase Orders :
This setting allows administrators to grant users permission to view and manage section-wise subtotals within sales and purchase orders. When enabled, users can access detailed breakdowns of order amounts categorized by custom-defined sections, improving visibility into cost distribution and revenue tracking. This feature is essential for businesses that require granular financial insights and streamlined order analysis across different departments or product categories.
Section-Wise Subtotals for Sale Order Lines :
This feature calculates and displays subtotals for sale order lines based on their assigned sections. Each section within a sale order can represent a product category, department, phase, or any custom grouping defined by the user. By organizing line items into sections and showing subtotals for each.
Section-Wise Subtotals for Purchase Order Lines :
This feature enables automatic calculation and display of subtotals for purchase order lines grouped by their respective sections.
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1) Settings View
Enable User Access for Sale/Purchase Section-Wise Subtotals. This ensures the user can access detailed financial breakdowns within order sections, enhancing visibility and control over transaction data.
Navigation : Settings → Users & Companies → Users
2) Sale Order Form View
View and Manage Section-Wise Subtotals in Sale Orders. Users can view subtotals for each section within a sale order, providing a clear breakdown of costs by category, phase, or department. Sale order lines can be added across multiple distinct sections, and the system automatically calculates subtotals for each section separately.
3) Purchase Order Form View
View and Manage Section-Wise Subtotals in Purchase Orders. Users can view detailed subtotals for each section within a purchase order, offering a clear breakdown of procurement costs by category, department, or any custom-defined grouping.Purchase order lines can be added across multiple distinct sections, and the system automatically calculates subtotals for each section separately.
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