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How To Customize A Report In Odoo
How To Customize Report In Odoo?
Sales management module allows you to effectively control your sales department. You can easily create a new sales order out of the different gained opportunities. The sales management module helps you in generating a new sales order. you can filter the order as per the requirement.
1). Send Quotations
2.) Create Invoices
3.) Make Payments
4.) Print Quotation & Invoices
Sales Module provides default reporting method for both quotations & invoices.
But we can customize these reports according to our needs.
The standard quotation & invoicing report printed by Odoo are like this :
Inheriting The Default Sale Order / Quotation Report
We can customize the reports in different ways. Suppose we want to add some more functionality & additional fields to the orders & invoices; we need those changes to be implemented & shown on the report too.
In this case, we’ll be focusing on adding customer GSTIN number in the header and we’ll also be focusing on adding a discount field below the order lines.
So for customizing reports according to our needs, we need to create our own custom module. The basic procedure for creating this custom module is given below.
First of all we need to create an __init_.py & __manifest__.py file’s for our custom module. These files are necessary for calling the py files from folders & declaring the module information. We can create these files like this.
The given file imports the model’s folder of the module. This file needs to be placed inside our module.
The given file imports the custom_sale.py file. This file needs to be placed inside the model’s folder of the custom module.
The given file is the __manifest__.py file. This file is a declaration of the contents of the module & its naming & is also used for calling the view files. This file needs to be placed inside the custom module.
Now create a custom_sale.py & inherit the sale.order model of the sales module inside the file.
Now we need to add our custom field inside the py file. We can create as many numbers of custom fields as we want here inside the .py file. We’ll create an integer field here for customer GSTIN number. We don’t need to call the discount field as it is already present inside the ‘sale.order’ model.
After that, we need to create a view file of our py file where we need to add all the custom fields added through xpath to the order page.
There are two main points which need to be kept in mind while creating this view file. These involve properly providing the xpath & the inherit id of the view file.
For providing the inherit id, we need to navigate to the sale order page. We need to check the record id of the main sale.order form view. We can do that by going to the debug mode & checking the record id & we can also do this by going to the sales module in the Odoo addons.
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We can inherit any view/report we need to work on using this basic syntax:
<field name=”inherit_id” ref=”module_name.view id”/>
Here ,’ref’ defines the view we are using/inheriting. The syntax for defining this ‘ref’ is:
ref = “name of the module from which we are inheriting.record id of the view”.
The same thing can be done for inheriting a report too. We need to specify the name of the module from which we are inheriting the report & the template id of the report we need to inherit inside the ref.
The process for giving the xpath is very simple. We need to have a predefined field which will be used for giving this xpath. The syntax follows like this:
<xpath expr=//field[@name=’partner_id’] position=”after/before/replace/inside”>
In this case we are using the Customer(partner_id) field of the sales module for giving the path. We can specify the position of the field in the position tag.
Now there are two scenarios for us, we can inherit the already used template of the sale module, or we can create a new button for our customized report to print.
So that we can use both default & customized reports.
Now let us suppose, we want to inherit the default template of the sale.order report & make some changes to it. In this case, we need to have those fields present inside our .py file or needs to be inherited inside the .py file. In this scenario, I suppose you have already done that.
Now after checking the calculations on the order & invoice lines, we must proceed to reporting part. First of all we need, to check the record/view id of the report template so that we can use that for inheriting the report.
After getting the record id, we must proceed to create an xml file with a suitable name & mention it inside the __manifest__.py file of the custom module like this:
After doing this, let’s move to the next part, which is inheriting the template id. The syntax for inheriting the template id is:
for sales report
<template id=”your unique template id” inherit_id=”sale.report_saleorder_document”>
We can check the inherit id of the report the same way we checked the id of the view file.
Now we need to use xpath which is used for giving path to the fields which we are adding in the template. The use of xpath is also for adding the fields on the specific positions where we need it.
Now let us suppose, we need to add our custom fields after the order/invoice lines & before the total fields on the reports.
So we need to specify the xpath position of the place where we need to add our fields. The syntax for using xpath is:
<xpath expr=//position you want to add your field// position=”after/before/replace/inside”>
In this case, we want to add the field after the order/invoice line table before the field amount_untaxed, so we add our custom field using amount_untaxed in the xpath and giving position=”before”.
Now we need to add the customer GSTIN number field. Let us suppose, we need to add the customer GSTIN number below the customer shipping address, we’ll use the partner shipping id field as an XPath.
We have used the <t t-if> condition to make sure that the code searches for the field first & if field is present & has some values, then only it gets printed inside the report.
Now, we need to restart the server & install our custom module. This will give us a detailed representation of our sales order report/invoice report.
We can simply click on the print button & our customized report will be generated.
If you want any assistance regarding Odoo Customization or Odoo Modules/Apps, get in touch with us by filling the Contact Us Form.
Explore our other related blogs :
How To Create or Develop a Custom Module in Odoo
Strong Integration Expertise
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Official Odoo PartnerChennai BasedSME FocusedBanibro IT Solutions is known for its structured implementation methodology and business-focused ERP consulting approach. The company focuses on requirement analysis, workflow optimization, ROI-driven ERP planning, and seamless user adoption for SMEs and growing enterprises.
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Odoo Gold PartnerAhmedabad Based 10+ YearsSerpent Consulting Services has maintained a strong presence within the Odoo ecosystem for many years. The company specializes in Odoo consultation, migration services, custom development, integration support, and mid-sized enterprise deployments.
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Side-by-Side Comparison
How to Choose the Right Odoo Implementation Partner
Choosing the right Odoo consulting company is one of the most important decisions for ERP success. Here are the key factors every business should evaluate before signing a contract:
Odoo Experience
Choose a partner with proven implementation experience and long-term Odoo expertise. Look for 10+ years minimum for complex projects.
Industry Understanding
Industry-specific experience reduces implementation time and improves process alignment. Ask for case studies in your exact sector.
Certified Odoo Experts
Certified functional consultants and developers ensure better implementation quality. Ask how many team members hold current Odoo certifications.
Structured Methodology
A reliable partner provides requirement gathering, gap analysis, milestone planning, UAT, training, and go-live support as standard.
Integration Capabilities
Modern ERP needs connections with banking systems, logistics providers, HRMS, payment gateways, and eCommerce. Ask for live demos of past integrations.
Post-Go-Live Support
ERP implementation is not a one-time project. Get SLA response times in writing. Ask about AMC pricing and how version upgrades are handled.
Upgrade-Friendly Development
Excessive customization blocks future Odoo version upgrades. Good partners follow a standard-first approach — customizing only where it creates genuine value.
Scalability
Your ERP should grow with your business. Choose a partner who can support future module expansions, upgrades, and process improvements over 5–10 years.
⚠ Red flag: Any partner who gives a fixed-price quote without a discovery or requirements phase is underscoping your project. This almost always leads to scope creep, delays, and budget overruns. A serious partner insists on a requirements phase before quoting.
Odoo Community vs Enterprise — What's the Difference?
One of the most common questions businesses ask when evaluating Odoo is: What is the difference between Odoo Community and Odoo Enterprise?
For businesses planning long-term ERP scalability, Odoo Enterprise is usually the preferred choice. The added cost is offset by official support, automatic upgrades, and significantly more powerful modules.
How Much Does Odoo Implementation Cost in India?
Odoo implementation cost in India depends on multiple factors including number of users, modules required, customization complexity, integrations, data migration, industry workflows, and training requirements.
Partner hourly rates in India typically range from ₹1,500 to ₹4,500 per hour depending on seniority and firm. Budget an additional 10–20% contingency for data cleanup and integration complexity. Note: Odoo Enterprise license costs (approximately ₹2,000–4,000 per user per month) are separate from implementation fees.
⚠ Important: Businesses should focus on implementation quality and long-term ROI — not just the lowest upfront pricing. A cheaper implementation that fails costs significantly more than a quality one done right the first time.
How Long Does Odoo Implementation Take?
Timeline depends on customization level, data migration complexity, user training, integration requirements, and internal approvals. An experienced Odoo partner significantly reduces delays and implementation risks through structured methodology and reusable configurations.
Why India Is a Global Leader in Odoo Consulting ?
India has become one of the world's strongest destinations for Odoo consulting and ERP implementation because of:
- Highly skilled Odoo developers and consultants — India produces more Odoo-certified professionals than almost any other country
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Final Verdict — Which Odoo Partner Should You Choose?
The best Odoo implementation partner is not simply the company with the lowest pricing or biggest team. The right partner should understand your business processes, recommend scalable ERP strategies, minimize unnecessary customization, ensure smooth user adoption, provide long-term support, and deliver measurable ROI.
For businesses looking for a highly experienced, globally trusted, and scalable ERP consulting company, Kanak Infosystems LLP remains one of the strongest choices for Odoo implementation in India in 2026 — backed by 14+ years of experience, 500+ successful implementations, and one of India's largest Odoo App Store portfolios.
Frequently Asked Questions (FAQs)
Kanak Infosystems LLP. is considered one of the leading Odoo implementation partners in India due to its 14+ years of experience, 500+ implementations, 500+ apps on the Odoo App Store, global presence across 50+ countries, and a 95% client retention rate. Active since the TinyERP era, Kanak is among India's earliest Odoo partners.
Odoo implementation cost in India typically ranges from ₹3 lakh to ₹30 lakh+ depending on business size, modules, customization, and integrations. Small businesses (5–15 users) can expect ₹3–8 lakh. Mid-sized companies typically spend ₹10–25 lakh. Large enterprises may need ₹30 lakh or more. Odoo Enterprise license costs (approximately ₹1,000–2,000/user/month) are separate from implementation fees.
Basic implementations take 4–8 weeks. Mid-sized ERP deployments take 2–5 months. Enterprise-level implementations take 6–12 months. An experienced partner significantly reduces delays through structured methodology and reusable configurations.
Odoo Community is free and open-source with basic ERP functionality and community support. Odoo Enterprise is a paid subscription that includes advanced modules, official Odoo support, mobile app support, better UI/UX, Studio customization tools, and advanced accounting and reporting. For businesses planning long-term scalability, Odoo Enterprise is usually the preferred choice.
Evaluate: years of Odoo-specific experience, number of completed implementations, industry expertise relevant to your sector, certified developers, App Store contributions, client references in your industry, post-go-live support SLA, and customization philosophy. Good partners follow a standard-first approach to keep systems upgrade-friendly.
Yes. Odoo offers strong manufacturing capabilities including MRP, production planning, quality management, inventory tracking, barcode integration, and maintenance management. Kanak Infosystems has implemented Odoo for dozens of manufacturing companies across India and internationally.
Yes. Odoo is highly modular and scalable, making it suitable for startups, SMEs, and enterprises alike. Small businesses can start with just 1–2 apps and add more as they grow. With the right implementation partner, small businesses can go live in 4–6 weeks.
Businesses globally prefer Indian Odoo consulting companies because they offer highly skilled developers, competitive pricing with global service quality, extensive international ERP experience, strong offshore support models, and deep expertise across manufacturing, retail, healthcare, logistics, and finance industries.
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