Blog Post

All in one summary in partner

This module is useful to show summary information of sales, purchase, invoice, delivery, meeting, a task in a partner.

Features


A quick way to show records of customers.

Easy to view also.

All records at one place.

Version


v9.0.1 (24th October 2019)
  • Initial Release

Inside Companies Settings set Summary Limit for records to display.


Inside Contact/Partner record in new tab "Sale Orders", display last records of that partner as per limit.


On "View" button of "Sale Orders" records, redirects to that sale order.


Inside Contact/Partner record in new tab "Purchase Orders", display last records of that partner as per limit.


On "View" button of "Purchase Orders" records, redirects to that purchase order.


Inside Contact/Partner record in new tab "Customer Invoices", display last records of that partner as per limit.


On "View" button of "Customer Invoices" records, redirects to that customer invoices.


Inside Contact/Partner record in new tab "Vendor Bills", display last records of that partner as per limit.


On "View" button of "Vendor Bills" records, redirects to that vendor bills.


Inside Contact/Partner record in new tab "Incoming Orders", display last records of that partner as per limit.


On "View" button of "Incoming Orders" records, redirects to that incoming orders.


Inside Contact/Partner record in new tab "Delivery Orders", display last records of that partner as per limit.


On "View" button of "Delivery Orders" records, redirects to that delivery orders.


Inside Contact/Partner record in new tab "Meetings", display last records of that partner as per limit.


On "View" button of "Meetings" records, redirects to that meeting.


Inside Contact/Partner record in new tab "Tasks", display last records of that partner as per limit.


On "View" button of "Meetings" records, redirects to that task.



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