Sale Register Report

Sale Register Report

Generate a complete sale register report in Odoo 19 with PDF and Excel export - covering sales orders, invoices, and credit notes in one view.

Standard Odoo Sales reporting does not include a consolidated sale register. This module adds a dedicated wizard-based report with multiple filters, an interactive list view, PDF printing, and Excel export - accessible from Sales → Reporting.

Who is this for?

Sales managers, accounts receivable teams, and finance controllers using Odoo 19 who need a consolidated register of all sales transactions — orders, invoices, and credit notes — filterable by customer, date range, and payment state. Works on Odoo.sh and On-Premise.

Key Features

• Dedicated Report Menu
  New menu added under Sales → Reporting for easy access to the Sale Register Report in Odoo 19

• Advanced Report Wizard
  Filter by date range, customer, document state, and payment state before generating the report

• Interactive List View
  Analyze sale register data directly inside Odoo 19 with optional columns, group by, and advanced filters

• PDF Download
  Download the Sale Register Report as a printable PDF document

• Excel Download
  Export full sale register data to Excel for further analysis outside Odoo

• Sale, Invoice & Credit Note Details
  Consolidated view of sale order names, invoice names, and credit note names in a single register

• State-wise Filtering
  Filter by document state (Draft, Posted, Cancelled) in Odoo 19

• Customer-wise Report
  Generate the sale register for selected customers only

• Date Range Filter
  Set Start Date and End Date to define the reporting period

• Invoice & CN Payment State Filter
  Filter by payment state for invoices and credit notes separately

• Optional Columns
  Toggle additional fields on/off in the list view as needed

How it works

• Sales → Reporting → Sale Register Report
• New Sale Register Report Menu in Odoo 19 after module installation:
• Sale Register Report Wizard - Filter by Date, Customer, and State in Odoo 19:
• Sale Register Report List View in Odoo 19:
• Optional Columns in Odoo 19 Sale Register List View:
• Group By and Advanced Filters in Odoo 19 Sale Register:
• PDF Action from Sale Register List View in Odoo 19:
• Sale Register Report PDF Output in Odoo 19:
• Excel Download Button in Odoo 19 Sale Register:
• Sale Register Report Excel Output from Odoo 19:

Compatibility

• Odoo Version
  19.0
• Editions
  Community & Enterprise
• Platforms
  Odoo.sh, On-Premise
• Odoo Online (SaaS)
  Not supported

Frequently Asked Questions

Can I run the report for a specific date range?

Yes - the wizard includes Start Date and End Date fields. Set any period and the report shows only sale transactions within that range.

Does the Excel export include all columns or just visible ones?

The Excel export includes all report columns including optional fields, not just the ones currently visible in the list view.

Can I filter by both customer and date range simultaneously?

Yes - all wizard filters (customer, date range, state, payment state) apply together in the same report run.

Is this module compatible with Odoo Community?

Yes - compatible with Odoo 19.0 Community and Enterprise on Odoo.sh and On-Premise. Requires Sales and Invoicing modules. Not available for Odoo Online (SaaS).

Contact me for Support, Customization, Implementation:

• Website:
  www.nimmutechnologies.com
• Email:
  subashmca2017@gmail.com
• Telegram:
  https://t.me/Chubbu007