Odoo 19 Sales & Accounting Templates

@AwaisChaudhry

Hi Ashish, I’ve read your needs for refining Odoo 19 sales and accounting templates and I’m confident I can deliver clean, flow-consistent forms and reports from sales order to delivery order to invoice. I’ve worked on Odoo ERP customizations, including templates, field flows, and policy-driven UI tweaks, and I understand the impact these changes have on downstream documents and payments. I’ll implement a seamless flow for the customer reference and shipping tracking numbers across sales, delivery, and invoicing, tailor the templates to move or hide fields as required, and remove the payment link in invoices under the defined conditions. I’ll also guide you on the correct workflow from sales to invoicing and payments, so your future website project can build on a solid base. Next steps: I’ll start with a quick discovery of your current templates, confirm data sources, and provide a short implementation plan and a realistic timeline. What is your current Odoo 19 setup for sales and invoicing (apps installed, any custom modules)? Which fields should flow across orders, deliveries, and invoices, and where should they appear on each form and report? Do you want automations to copy references and tracking numbers when moving to deliveries/invoices, or should users review before the copy happens? Are there specific report formats or PDFs you want redesigned, with exact field placements and headings? What conditions should hide or show the payment link in email and invoice pages (e.

@OutsourceMan

⭐⭐⭐⭐⭐ Hello Ashish, I can refine your Odoo 19 setup by creating clean Python-based customizations to ensure customer reference flows from sales order to delivery and invoice across forms and reports, and shipping tracking numbers move seamlessly from delivery to invoice. I will enhance sales, picking, delivery and invoice templates by restructuring fields, removing unnecessary elements and adding required data points while maintaining upgrade-safe architecture. Payment link visibility will be controlled through conditional logic based on payment terms or invoice value. Alongside implementation, CnELIndia will provide structured development, testing and deployment support, while Raman Ladhani will guide workflow optimization from sales to invoicing and payments through focused expert sessions. This approach ensures scalable customization now and prepares your Odoo environment for future website development and long-term growth.

@tangramua

Dear ,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in Python, Software Architecture, SAP, ERP, Odoo and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.     

@divumanocha

Hi, With over 12 years of experience in the world of technology, I am confident in my ability to enhance your Odoo 19 environment to meet your business needs. My expertise in Odoo and Python will enable me to smoothly streamline your forms and report templates; including the customer reference field and tracking number field, as well as adding/removing fields where needed. This will ensure a consistent workflow from sales to invoicing and payments for your team. Moreover, since you mentioned plans of building your website on Odoo in the future, drawing on my experience in e-commerce platforms (like Shopify and Magento), I can be of greater aid with that as well. I have a deep and broad knowledge of diverse enterprise-level business domains such as ERP, CRM, Supply Chain and more; which makes me stand out from the crowd. Thanks.....

@aman3456

Hello sir Hope everything well As I am odoo developer having 7 year experience You can read my reviews as well Let's discuss over chat for further discussion Thanks

@Rekhathakur

As an experienced full-stack developer with a keen focus on Odoo, I bring to the table a skill set that aligns perfectly with your needs. I've successfully developed diverse applications encompassing CRM, ERP, and inventory solutions. My in-depth understanding of Python combined with Software Architecture expertise is exactly what you need to optimize your Odoo 19 environment. Apart from streamlining your delivery picking, note and invoice templates as you outlined, I can ensure seamless workflows between sales orders, delivery orders and invoices including the flow of customer references and shipping tracking numbers to relevant fields across these entities. Efficiency will be the cornerstone of our revamped setup. Furthermore, solidifying your Odoo processes now will only strengthen your base for building a future website on Odoo. Finally, my commitment to long-term client relationships sets me apart. Beyond just delivering quality work, I believe in empowering my clients by imparting knowledge. So alongside tailoring your templates, I'll guide you through the correct workflow from sales to invoicing and payments in a couple of hours session . Together, we can build a robust system that supports your unique business requirements now and in the future. It would be an honor to work with you and elevate your Odoo experience to new heights!! Thank you!!!

@enervell

Hi Ashish, I'm excited about the opportunity to enhance your Odoo 19 environment! With extensive experience in Odoo implementations, I understand the intricacies of refining forms and report templates. Here's how I can help: 1. **Customer Reference Flow**: I will ensure that the customer reference field flows seamlessly across sales orders, delivery orders, and invoices on both forms and reports. 2. **Shipping Tracking Number**: This field will also be integrated to track from delivery orders to invoices effectively. 3. **Template Enhancements**: I can optimize the sales order, delivery picking, delivery order, and invoice templates by rearranging, removing, and adding necessary fields to improve clarity and usefulness. 4. **Payment Link Removal**: Implementing conditional logic to hide payment links based on specific criteria can be done efficiently. 5. **Expert Guidance**: I can dedicate time to guide you through the correct workflow from sales to invoicing and payments. This approach will not only refine your current use of Odoo but also set a strong foundation for your future website development. Thanks,

@Solutionzhere

Hey Ashish, Refining Odoo 19 SO→delivery→invoice flows (customer ref/tracking fields, template tweaks, conditional payment links) + workflow guidance is SolutionzHere’s Odoo bread-and-butter—we’ve customized 12+ inventory/sales modules similarly. $25/hr for 12–16 hours (1 week): custom fields/workflows/QWeb templates, email rules, 2hr call. First milestone: fields/templates flowing in 3 days. One question: Odoo hosting (cloud/self) and exact fields to add/remove on reports? Ready for future website build.

@toriquldev123

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. I have worked with a lot of companies and built astonishing websites. All Clients have good reviews about me. Client Satisfaction is my first Priority. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam

@denisSolution

Hi client, I'm Denis Redzepovic, an experienced developer with expertise in Software Architecture, ERP, SAP, Odoo and Python. I have worked extensively on diverse Python projects, ranging from backend development and automation to data processing and API integrations. My deep understanding of Python’s libraries and frameworks allows me to build efficient, scalable, and maintainable solutions. I pay close attention to code quality and performance to ensure your project runs flawlessly. With my solid experience, I’m confident I can deliver results that exceed your expectations. I focus on writing clean, maintainable, and scalable code because I know the difference between 99% and 100%. If you hire me, I’ll do my best until you’re completely satisfied with the result. Let’s discuss your project details so I can tailor the perfect Python solution for you. Thanks, Denis

@maximg10

⭐Hello, I’m ready to assist you right away!⭐ I believe I’d be a great fit for your project since I have extensive experience with Odoo customization and template enhancement. I can ensure seamless flow of customer reference and shipping tracking number fields from sales order to delivery and invoice templates, and enhance them by rearranging, adding, and removing fields to meet your requirements. Furthermore, I can address your request to remove payment links under specific conditions on invoices. Additionally, I can guide you on the correct workflow from sales to invoicing and payments in Odoo. If you have any questions, would like to discuss the project in more detail, or would like to know how I can help, we can schedule a meeting. Thank you, Maxim

@Azursol

Dear Ashish, I am a Python expert with a strong background in Software Architecture, SAP, ERP, and Odoo. I have extensive experience in customizing Odoo environments to meet specific business needs. I understand your requirements for enhancing forms and report templates in Odoo 19 related to delivery picking, delivery note, and invoice. My approach involves seamlessly integrating customer reference and shipping tracking number fields across sales orders, delivery orders, and invoices. I will also optimize templates by rearranging, removing, and adding fields as needed. Additionally, I can assist in customizing invoice emails and pages based on specific conditions. I am committed to delivering reliable results and maintaining clear communication throughout the project. Let's discuss how I can help refine your Odoo environment further. Best regards,

@letscms

Hello Sir I can help enhance your Odoo 19 environment by improving forms and report templates for delivery picking, delivery notes, and invoices. This includes flowing customer references and tracking numbers from sales orders to delivery orders and invoices, as well as customizing templates by moving, adding, or removing fields. I can also implement conditional removal of payment links in invoices and provide a couple of hours of expert guidance on your sales-to-invoice workflows. With strong Odoo experience, I can ensure your setup is efficient, accurate, and ready to scale as you expand to building your website on Odoo. Best Regards Jitendra Sharma

@webperfection123

Hi Ashish, I can enhance your Odoo 19 forms and report templates as requested. For the customer reference and shipping tracking number fields, I can ensure they flow properly from sales order to delivery order and invoice. Along with that, I can guide you on necessary workflows from sales to invoicing and payments. I have extensive experience with Odoo and can efficiently do these modifications. Let’s discuss further to make sure everything aligns with your vision for the website build in the future. Best Regards, Priyanka

@RadoslavPompura

Hello, how are you? As an experienced freelancer with more than 7 years in the field, I’ve developed a deep understanding of diverse industries. In line with my expertise, I'm confident that I can meet your needs for enhancing your Odoo 19 environment and streamlining key functionalities. My proficiency in Odoo is highly reliable for optimizing templates, enhancing workflows, and also guiding you on the correct workflow from sales to invoicing and payments. Odoo is not new to me. Over the years, I've handled many projects like yours and acclimatized myself with this versatile platform. Consequently, bringing me on board would mean you're getting a professional who already speaks the language of your project. Moreover, as a full-stack developer, I possess the insights required to build Odoo websites successfully. This would be particularly advantageous for you as you intend to extend the use of Odoo to your website in future. Don't see my betting experience as unrelated; rather, it showcases my flexibility and willingness to learn new things. Asynchronously, I will like to apply my commitment to detail and high-performing work culture supporting you every step of the way Thanks.

@albertc1996

hello, Thanks for the clear breakdown , this is actually a very common setup when companies move to Odoo, and I’ve handled similar customizations around Sales, Delivery, and Invoicing many times. First, I’ll take a quick look at how your current Odoo 19 is set up and how data is flowing right now. Then I’ll make sure everything moves cleanly and automatically between: Sales Order → Delivery Order → Invoice No hacks, no messy workarounds , everything done the Odoo‑standard way so it stays stable long‑term. Make Customer Reference flow from Sales Order → Delivery → Invoice (on forms and printed/PDF reports) Make Shipping Tracking Number flow from Delivery → Invoice (again, both on forms and reports) Clean up and improve layouts for: Sales Order Delivery Picking Delivery Order Invoice (move fields, remove what you don’t need, add what you do) Hide or remove payment links in invoice emails and invoice pages based on rules like: payment terms invoice amount or any condition you prefer Spend a couple of hours walking you through the best‑practice workflow from sales → delivery → invoicing → payments, so you feel confident using Odoo correctly Strong hands‑on experience with Odoo customizations I stick to clean, upgrade‑safe solutions I explain things clearly — not just “do and disappear” Happy to support you long‑term, especially since you plan to build your website on Odoo later Just to make sure everything is aligned: Are you on Odoo Community or Enterprise? Any existing custom modules, or should we keep everything standard? How exactly should the payment link be hidden (payment terms, amount, both)? Do you prefer live calls or screen‑sharing for the guidance sessions? Once I have these answers, I can start right away Let’s get this set up cleanly from the start. Looking forward to working with you, Please answer all of the above questions in full, and after discussing them with you, I will begin working on your project. Thanks!

@ianb65

Hello Ashish, I'm Ian, an accomplished Senior Full-Stack Engineer with a specific focus on Trading Automation and Trading platforms like MetaTrader, Alpaca and Interactive Brokers. I have also dabbled in the Odoo development and have an understanding of its functionalities. My skills in Python, Software Architecture align perfectly with your needs for Odoo 19 customization combined with my experience in delivering secure and high-performance software tailored to enterprises makes me a strong candidate for this project. I am results-oriented and have developed automated systems for various instruments like stocks, forex using trend, hedge and range strategies which reinforces my capacity to customize your Odoo environment effectively. Additionally, I can offer a few hours of consultation post-tailoring the forms and reports to guide you seamlessly through correct workflow from sales to invoicing and payment. As we plan for future integration of your website to Odoo, my experience in building full-stack web applications using languages like React.js, Node.js etc is valuable as it ensures better integration down the road. Let's work together for you to benefit from my deep understanding of Odoo coupled with my broader spectrum of development skills. Hit invite and let's get started!

@asifmahmudpro

I specialize in Odoo customization, offering tailored solutions for clients like yours. I'll refine your Odoo 19 environment, enhancing forms and report templates to improve efficiency and accuracy. My expertise includes workflow optimization, field management, and template customization. I'll ensure seamless integration of customer reference, shipping tracking number, and payment link fields across sales order, delivery picking, delivery order, and invoice templates. If you seek expert Odoo guidance for a tailored solution, not generic templates, I'm your partner. With my expertise, we'll create a customized environment that meets your specific needs, ensuring a smooth transition to Odoo 19 and future website development on the platform.

@muhammadu134

Hi Ashish, Could you please confirm: Are you using Odoo 19 Enterprise or Community, and are invoices generated from delivery (based on delivered quantities) or directly from sales orders? Do you want these fields stored as true database fields (stored & searchable) or only displayed dynamically on reports and forms? For hiding the payment link, should the logic be driven by payment terms, customer tags, invoice amount thresholds, or a combination? I will extend the Sales, Stock, and Accounting models to ensure customer reference and tracking number flow consistently from Sales Order → Delivery → Invoice, both on forms and on PDF report templates using QWeb. All changes will be upgrade-safe, cleanly inherited, and aligned with Odoo 19 best practices. I’ll also customize report layouts and email templates, conditionally removing payment links based on defined business rules, and provide a guided walkthrough of the optimal sales-to-delivery-to-invoicing workflow. This sets a solid foundation for future website and eCommerce expansion within Odoo. Let's have a chat to discuss further. Thanks