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Sales Analysis Report with Dates
Geminate comes with the feature to add 'Invoice Date' and 'Shipment Date' inside sales order and sales analysis reporting. It helps you to generate a report analytically based on date of month when sale orders are invoiced or shipped mainly for decision making purposes and track the status of invoicing and shipping for sale orders.
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Stores 'Shipment Date' on sale order.
Stores 'Invoice Date' on sale order.
Adds shipment date and invoice date search filters on sale order and sale analyis reporting.
Helps to generate sales reports analytically based on shipment date or invoice date.
Helps for decision making purpose
Easy to track status of invoicing and shipping.
Separates the total amount from date of shipment and date of invoice in the sales analysis.
Easy to use and quick to apply.
Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Go to Sales -> Quotations
On sale order confirmation, delivery order will be generated
'Scheduled Date' of delivery order will be passed on related sale order
On click 'Post' button, invoice will move from 'Draft' state to 'Posted' state
'Invoice Date' from invoice will pass to related sale order
On click 'Cancel' button, 'Scheduled Date' and 'Invoice Date' will remove from sale order
Go to Reporting -> Sales
Easy to apply search filters for "Invoice Date' and "Shipment Date' to compute separate total amount from date of shipment or date of invoice in the sales analysis