Warehouse Filter
Filter Profit & Loss, Balance Sheet, and other financial reports by specific warehouse for location-based analysis.
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Dimensions
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Module Overview
Filter Financial Reports by Location & Team
The Customised Filters For Financial Reports module enhances Odoo's accounting reports by adding powerful filters for warehouse, branch, and sales person. These filters help businesses analyze financial data more effectively across different locations, departments, and sales teams.
After installation, existing bills and invoices are automatically mapped with warehouse and sales person data from their related purchase orders and sales orders — so you can start filtering historical data immediately, not just new transactions.
What It Does
Key Features
Branch Filter
Create and manage account branches, then filter all financial reports by branch for departmental reporting.
Sales Person Filter
Filter financial reports by sales person to analyze individual or team-level revenue and cost contributions.
Automatic Data Mapping
Existing invoices and bills are automatically mapped with warehouse and sales person data during installation.
Account Branch Master
A new branch management menu is added under Accounting → Configuration → Management → Account Branch.
Journal Items Enhancement
Warehouse, Branch, and Sales Person columns are added to Journal Item list and form views for detailed tracking.
Why It Matters
Key Benefits
Location-Based Analysis
Isolate your Profit & Loss by warehouse or branch — see which locations are profitable and which need attention.
Team Performance Tracking
Filter financial reports by sales person to evaluate individual contribution to revenue and margins.
Historical Coverage
Automatic data mapping means you can filter historical invoices immediately after installation without manual data entry.
Simple Setup
How It Works
Install once and start filtering your financial reports by branch, warehouse, and sales person — existing data is mapped automatically.
Get the Module
1. Install the module — existing data is automatically mapped
2. Navigate to Accounting → Configuration → Account Branch to create branches
3. Select branch, warehouse, and sales person in invoices and vendor bills
4. Open financial reports (Profit & Loss, Balance Sheet) and apply filters
5. Journal Items also display Warehouse, Branch, and Sales Person columns
Compatible with Odoo Community & Enterprise
Filter Your Financial Reports by Branch?
Get the Financial Report Filters module from Odoo Apps Store or contact us for setup and configuration.
