Aged Receivable Report on Sales
Display aged Receivable on Sales Report Menu.
Aged Receivable Report on Sales
Display aged Receivable on Sales Report Menu.
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
Odoo gives access to partner ledger only to the finance department and not to the sales department for customer.
CLUEDOO BEHAVIOR
Cluedoo proposes the option to include Aged Receivable in the Sales app, allowing access to not just the partner manager in the finance department but also the sales department also.
MODULE +
There are usually 2 types of organization to follow-up payments:
- It's fully managed by the Finance department, without interaction with Sales (for Customer)/Purchase (for Supplier)
OR
- It's a strong collaboration between Finance and Sales/Purchase, with usually Sales/Purchase making communication.
Cluedoo add the second option by adding the visibility of the situation for each partner to Sales/Purchase apps directly.
CLUEDOO RECOMMENDATIONS
Installation depends on internal process. However, in more than 60% of the situation, Sales / Purchase department need visibility about partner aged balance, and not only the finance department.
HOW TO USE THIS MODULE
AGED RECEIVABLE ON SALES
On Sales → Reporting, we have additional menu: Aged Receivable Sale
