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User Manual For Odoo Docx Report Builder

Updated 28 November 2024

INTRODUCTION

Odoo Docx Report Builder simplifies the process of generating docx reports in Odoo by enabling users to upload custom templates in their preferred format.

This flexibility enables users to effortlessly create custom reports in Odoo, such as sales orders, quotations, and invoices, in the specific DOCX format required.

Additionally, the Odoo Docx Report Builder module supports multiple languages, allowing businesses to upload templates in different languages to generate localized reports.

FEATURES

  • Odoo Docx Report Builder simplifies docx creation in Docx Format.
  • Users can easily upload Docx templates to create custom reports in Odoo.
  • Effortlessly generate reports like sales orders and quotations in docx format.
  • Users can upload templates in any language to generate localized reports.
  • Users can easily replace outdated templates with new versions.
  • Users can download, modify, or delete templates as needed for flexibility.

INSTALLATION

  1. Once you purchase the App from the Webkul store, you will receive a link to download the module zip file.
  2. Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘wk_docx_report_builder’
  3. Copy and paste this folder inside your Odoo Add-Ons path.
  4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
  5. Then, open the Apps menu and click on ‘Update Modules List.’
  6. In the search bar, remove all the filters and search  ‘wk_docx_report_builder’
  7. You will be able to see the module in the search results. Click on ‘Install’ to install it.

WORKFLOW

  1. After installation, navigate to Settings > Technical > Reports.
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2. With Docx Report Builder, users can easily select the template that needs to be uploaded in docx format.

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3. Docx Report Builder lets users upload, modify, or delete a DOCX template as needed.

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4. Users can select the order that needs to be in docx format.

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5. Generate the sales order report in the format defined by the docx template.

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6. In Docx Report Builder, users can easily download the sales order in the docx format.

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Need Help?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries, please create a ticket at the UV Desk.

I hope this helps. In case of any further queries, contact us at our support mail.

Thanks for paying attention!!

Current Product Version - 1.0.0

Supported Framework Version - v17,v18

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