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Hi,

we are new in Odoo. We would like to be displayed customer details on reports (offert, invoice..) on the left site. Where and how can we adjust this ? I didn´t find anything about it in the forum except for one post where unfortunately I couldn´t solve it.

We have Odoo online in Version 17.


Thanks in advance for the helpful answers.

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Abbandona
Risposta migliore

Hello,

To display customer details on reports such as offers and invoices in Odoo 17, you'll need to customize the report templates. Here's a general guide on how to do this:

  • Access the Odoo Studio: In your Odoo instance, go to the Studio app. This app allows you to customize various aspects of your Odoo implementation, including reports.
  • Edit the Report Template: Once in the Studio, navigate to the report you want to customize (e.g., offer or invoice). Click on the report to open its template for editing.
  • Add Customer Details: In the report template editor, you can add fields to display customer details. You can do this by dragging and dropping fields from the customer's model (usually res.partner for customers) onto the report template.
  • Save Changes: After you've added the necessary fields, save your changes.
  • Test the Report: Generate an offer or invoice in Odoo to see if the customer details are now displayed on the left side of the report.

If you encounter any specific issues or need further assistance, feel free to ask!


Hope this helps.

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Abbandona
Autore Risposta migliore

Hello,

thanks , i will try it. 

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Abbandona
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