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All in One Order Line Views- List, Form, Pivot, Kanban, Graph View etc

7 min read
May 17, 2024
Odoo Apps

Managing order lines across Sales, Purchase, Inventory, and Accounting modules can become challenging when businesses handle large volumes of transactions every day. The All in One Order Line Views Odoo App provides a centralized solution that allows users to access and analyze order line data through multiple view types including List, Form, Kanban, Pivot, Graph, Calendar, and Search Views.

This powerful Odoo application enables users to view and manage Sales Order Lines, Purchase Order Lines, Inventory Operation Lines, Invoice Lines, Vendor Bill Lines, Credit Note Lines, Refund Lines, and Journal Entry Lines from dedicated menus without opening individual documents. It significantly improves productivity, reporting, data analysis, and order management efficiency.

Key Features

Comprehensive Order Line Management

The module provides dedicated menus for viewing and managing order lines from various Odoo modules:

  • Sales Quotations Lines
  • Sales Order Lines
  • RFQ Lines
  • Purchase Order Lines
  • Invoice Lines
  • Vendor Bill Lines
  • Credit Note Lines
  • Vendor Refund Lines
  • Journal Item Lines
  • Incoming Operation Lines
  • Outgoing Operation Lines
  • Detailed Operation Lines
  • All Inventory Operation Lines

Users can quickly access individual records and perform analysis without navigating through multiple documents.

Multiple View Types for Better Analysis

The application supports various Odoo view types, allowing users to work with data in the format that best suits their workflow:

List View

Provides a tabular overview of order line information for quick review and bulk operations.

Form View

Displays complete details of a selected order line, including product information, quantities, pricing, customer or vendor details, and related documents.

Kanban View

Offers a visual card-based layout that helps users quickly identify and organize records.

Pivot View

Allows users to generate powerful analytical reports by grouping and summarizing order line data.

Graph View

Visualizes sales, purchases, invoices, and inventory data using charts and graphical representations for easier decision-making.

Calendar View

Displays records based on dates, helping users track activities, deliveries, purchases, and invoicing schedules.

Search View

Advanced search functionality enables users to locate records using multiple criteria such as customer, vendor, product, order number, invoice reference, and dates.

Advanced Filtering and Grouping Options

The module includes powerful filtering and grouping capabilities that help users analyze data efficiently.

Available Group By Options

Users can group records based on:

  • Customer
  • Vendor
  • Product
  • Order Reference
  • Salesperson
  • Company
  • Warehouse
  • Date
  • Status

Custom Filters

Users can apply predefined and custom filters to quickly identify:

  • Open Orders
  • Confirmed Orders
  • Draft Quotations
  • Pending Deliveries
  • Paid Invoices
  • Unpaid Bills
  • Specific Product Transactions
  • Date-Based Records

These filters help businesses improve reporting accuracy and operational visibility.

Sale Order Line Flow 

 List View of Sale Quotations Line

Goto Sales -> Orders -> Sale Quotations Line menu in that you can see sale quotations line in list view.

List View of Sale Quotations Line

Form View of Sale Quotations Line

You can see details of sale quotation line in form view.

Form View of Sale Quotations Line

Sale Quotations Line Group By 'Customer'

Sale Quotations Line Group By 'Customer'

Sale Quotations Line Group By 'Order'

Sale Quotations Line Group By 'Order'

Sale Quotations Line Group By 'Product'

Sale Quotations Line Group By 'Product'

Sale Quotations Line Filters by Any of the Custom Filter

Sale Quotations Line Filters by Any of the Custom Filter

Search View of Sale Quotations Line

You can search sale quotations line by order reference, customer and product.

Search View of Sale Quotations Line

Kanban View of Sale Quotations Line

Kanban View of Sale Quotations Line

Pivot View of Sale Quotations Line

Pivot View of Sale Quotations Line

Graph View of Sale Quotations Line

Graph View of Sale Quotations Line

Calendar View of Sale Quotations Line

Calendar View of Sale Quotations Line

List View of Sale Order Line

Goto Sales -> Orders -> Sale Order Line menu in that you can see sale order line in list view.

List View of Sale Order Line

​Purchase Order Line Flow

List View of RFQ Order Line

Goto Purchase -> Orders -> RFQ Order Line menu in that you can see RFQ order line in list view.

List View of RFQ Order Line

List View of Purchase Order Line

Goto Purchase -> Orders -> Purchase Order Line menu in that you can see purchase order line in list view.

List View of Purchase Order Line

Invoice Line Flow

List View of Invoice Line

Goto Invoicing -> Customers -> Invoice Line menu in that you can see invoice line in list view.

List View of Invoice Line

Bill Line Flow List View of Bill Line

Goto Invoicing -> Vendors -> Bill Line menu in that you can see bill line in list view.

Bill Line Flow List View of Bill Line

Credit Note Line Flow 

 List View of Credit Note Line

Goto Invoicing -> Customers -> Credit Note Line menu in that you can see credit note line in list view.

List View of Credit Note Line

Refund Line Flow

 List View of Refund Line

Goto Invoicing -> Vendors -> Refund Line menu in that you can see refund line in list view.

List View of Refund Line

Journal All Line Flow

 List View of Journal All Line

Goto Invoicing -> Accounting -> Journal All Line menu in that you can see journal all line in list view.

List View of Journal All Line

Incoming Operation Line Flow

List View of Incoming Operation Lines

Goto Inventory -> Operations -> Incoming Operation Lines menu in that you can see incoming operation lines in list view.

List View of Incoming Operation Lines

Outgoing Operation Line Flow List View of Outgoing Operation Lines

Goto Inventory -> Operations -> Outgoing Operation Lines menu in that you can see outgoing operation lines in list view.

Outgoing Operation Line Flow List View of Outgoing Operation Lines

Detailed Operation Line Flow List View of Detailed Operation Lines

Goto Inventory -> Operations -> Detailed Operation Lines menu in that you can see detailed operation lines in list view.

Detailed Operation Line Flow List View of Detailed Operation Lines

All Operation Line Flow

 List View of All Operation Lines

Goto Inventory -> Operations -> All Operation Lines menu in that you can see all operation lines in list view.

List View of All Operation Lines

Sales Order Line Management

The Sales Order Line section provides a complete overview of quotation and sales order line items.

Sales Quotation Lines

Users can access all quotation lines from a dedicated menu and analyze information such as:

  • Customer Name
  • Product Details
  • Quantity
  • Unit Price
  • Taxes
  • Salesperson
  • Quotation Reference

Sales Order Lines

Confirmed sales order lines can be reviewed separately, helping sales teams monitor products sold, customer purchasing trends, and sales performance.

Benefits include:

  • Faster order analysis
  • Better sales reporting
  • Improved customer tracking
  • Quick product performance evaluation

Purchase Order Line Management

The Purchase section allows procurement teams to monitor vendor transactions efficiently.

RFQ Lines

Users can review all Request for Quotation line items and compare procurement activities across vendors.

Purchase Order Lines

Dedicated purchase order line views provide insights into:

  • Purchased Products
  • Vendor Information
  • Purchase Quantities
  • Costs
  • Purchase References

This helps purchasing teams optimize procurement planning and supplier management.

Invoice and Vendor Bill Line Management

Accounting teams can access invoice and bill line information without opening individual accounting documents.

Customer Invoice Lines

Track invoiced products and services with detailed financial information.

Vendor Bill Lines

Monitor vendor expenses and purchasing costs through centralized bill line views.

Key benefits include:

  • Faster financial review
  • Improved audit processes
  • Enhanced expense tracking
  • Simplified reconciliation activities

Credit Note and Refund Line Management

The application also provides separate menus for:

Customer Credit Note Lines

Analyze customer returns, adjustments, and credit transactions.

Vendor Refund Lines

Monitor vendor refunds and financial adjustments efficiently.

These views help finance teams maintain better control over accounting records.

Journal Item Line Management

Users can access all journal entry lines from a dedicated menu for advanced accounting analysis and reporting.

The Journal Line View helps accountants:

  • Review accounting entries
  • Verify financial transactions
  • Perform audits
  • Generate analytical reports

Inventory Operation Line Management

Warehouse and inventory teams can access operational line data through dedicated menus.

Incoming Operation Lines

Monitor incoming stock movements and supplier deliveries.

Outgoing Operation Lines

Track outgoing shipments and customer deliveries.

Detailed Operation Lines

View detailed stock movement records for better inventory control.

All Operation Lines

A centralized view showing all inventory transactions across warehouses and operations.

Benefits include:

  • Improved inventory visibility
  • Faster stock tracking
  • Better warehouse management
  • Enhanced operational reporting

Real-Time Business Intelligence

The combination of Pivot and Graph views transforms raw transaction data into actionable business intelligence.

Users can create reports for:

  • Sales Analysis
  • Purchase Analysis
  • Inventory Analysis
  • Financial Analysis
  • Product Performance Analysis
  • Customer Analysis
  • Vendor Analysis

Real-time insights help businesses identify opportunities, improve planning, and increase profitability.

Suitable for Multiple Industries

The All in One Order Line Views module is useful for businesses operating in various industries, including:

Manufacturing

Track raw material purchases, production-related inventory movements, and finished goods sales.

Wholesale Distribution

Analyze large volumes of customer orders, supplier purchases, and stock transfers.

Retail Businesses

Monitor product sales, inventory movement, and purchasing trends.

Trading Companies

Gain complete visibility into buying and selling activities.

Service Organizations

Track invoicing activities and customer transactions efficiently.

Save Time with Centralized Data Access

Without this module, users often need to navigate through multiple menus and documents to find specific information. This process can become inefficient when dealing with large transaction volumes.

The module centralizes access to line-level records, enabling users to:

  • Reduce navigation time
  • Improve workflow efficiency
  • Access information faster
  • Generate reports instantly
  • Increase employee productivity

Business Benefits

Using the All in One Order Line Views Odoo App provides several advantages:

  • Centralized order line management
  • Faster access to transaction data
  • Improved reporting capabilities
  • Better decision-making through graphical analysis
  • Enhanced productivity for sales, purchase, inventory, and accounting teams
  • Advanced filtering and grouping options
  • Reduced navigation time across modules
  • Better visibility into business operations

Conclusion

The All in One Order Line Views Odoo App is an essential productivity tool for businesses using Odoo. By providing multiple view formats, advanced filtering options, powerful reporting capabilities, and centralized access to order line data, the module helps organizations streamline daily operations and make data-driven business decisions more effectively.

All in One Order Line Views- List, Form, Pivot, Kanban, Graph View etc
Dhruv Parmar Jr. Odoo Developer

About the Author

I am an Jr. Odoo Developer with expertise in custom module development, ERP implementation, and workflow automation. My work focuses on delivering scalable and efficient solutions tailored to business needs.
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