Yannick Tivisse
8cc216b659
PURPOSE
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1) Have a clear split between the invoicing and the accounting apps
2) Have a clear split between the community and the enterprise version (no accounting in community)
SPECIFICATION
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(1) When only invoicing installed, we shouldn't see accounts (for community and enterprise)
(a) Perpetual Inventory Valuation:
- Hide the field inventory valuation from the product category
(b) Taxes
- No accounts
- No cash basis option
- No tax adjustment
(2) Remove from Community, modules:
- Accounting
- Budgets
- Assets
(3) No account_report in community, keep PDF reports for
- sale/purchase journal
- Aged partner balance
- Partner Ledger
(4) Clean split between invoicing and accounting in enterprise
(a) When installing invoicing, I shouldn't have access to accounting just by changing my access right to adviser
(b) Menus (when only invoicing installed)
- Sales
- Customer Invoices
- Customer Credit Notes
- Payments
- Customer Statements
- Customers
- Sellable Products
- Purchases
- Vendor Bills
- Vendor Credit Notes
- Payments
- Vendors
- Purchasable Products
- Reporting
- Partner Reports
- Partner Ledger
- Aged Receivable
- Aged Payable
- Audit Reports
- Tax report
- Management
- Invoices
- Product Margins
- Configuration
- Settings
- Products
- Products
- Accounting
- Taxes
- Fiscal Positions
- Bank Accounts
- Journals
- Management
- Payment Terms
- Follow-up levels
- Payments
- Payment Acquirers
(c) Settings (when only invoicing installed)
- Fiscal Localization
- Taxes
- Default Taxes
- Rounding Method
- TaxCloud connection
- TaxCloud Categories
- EU Digital Goods VAT
- VIES VAT CHECK
- Currencies
- Main currency
- Multi-currencies
- Invoicing
- Warnings
- Docsaway
- Customer Payments
- Follow-up levels
- Payment Followup
- Bills Payment
- Bank & Cash
- Analytics
- Margin
- Automated Entries
Remarks
- Test with the different access rights
Odoo Supply Chain
Automate requisition-to-pay, control invoicing with the Odoo Open Source Supply Chain.
Automate procurement propositions, launch request for quotations, track purchase orders, manage vendors' information, control products reception and check vendors' invoices.
Automated Procurement Propositions
Reduce inventory level with procurement rules. Get the right purchase proposition at the right time to reduce your inventory level. Improve your purchase and inventory performance with procurement rules depending on stock levels, logistic rules, sales orders, forecasted manufacturing orders, etc.
Send requests for quotations or purchase orders to your vendor in one click. Get access to product receptions and invoices from your purchase order.
Purchase Tenders
Launch purchase tenders, integrate vendor's answers in the process and compare propositions. Choose the best offer and send purchase orders easily. Use reporting to analyse the quality of your vendors afterwards.
Email integrations
Integrate all vendor's communications on the purchase orders (or RfQs) to get a strong traceability on the negotiation or after sales service issues. Use the claim management module to track issues related to vendors.
Standard Price, Average Price, FIFO
Use the costing method that reflects your business: standard price, average price, fifo or lifo. Get your accounting entries and the right inventory valuation in real-time; Odoo manages everything for you, transparently.
Import Vendor Pricelists
Take smart purchase decisions using the best prices. Easily import vendor's pricelists to make smarter purchase decisions based on promotions, prices depending on quantities and special contract conditions. You can even base your sale price depending on your vendor's prices.
Control Products and Invoices
No product or order is left behind, the inventory control allows you to manage back orders, refunds, product reception and quality control. Choose the right control method according to your need.
Control vendor bills with no effort. Choose the right method according to your need: pre-generate draft invoices based on purchase orders, on products receptions, create invoices manually and import lines from purchase orders, etc.