Logistics Accounting
by Viindoo
| Lines of Code | 982 |
| Technical name | viin_logistics_account |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_logistics_account |
| Read description for | v 17.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Logistics Shipment Logistics Package Type Tracking Location QR Code Mixin Viindoo Base Accounting Foundation |
| Extensions | Freight Forwarder Management |
Logistics Accounting
Analytic accounting on every shipment - automatically
Give each shipment its own dedicated analytic account the moment it is created, tag it with the right Incoterm, and drill straight into its customer invoices and vendor bills. Logistics Accounting turns each shipment into a self-contained cost-and-revenue center - no manual analytic setup, no spreadsheets on the side.
Powering Your Business Growth.
Extends viin_logistics - see its documentation.
Extends viin_logistics (Shipment Management) - Logistics Accounting adds the accounting layer on top of your existing shipment operations, so everything lives inside the same Logistics app you already use.
Key Features
Automatic per-shipment analytic account
Save a new shipment and its analytic account is generated for you - created once, reused thereafter - and shown as a read-only Analytic Account field right next to Company in General Information. Every account is grouped under a dedicated Shipment analytic plan, keeping shipment-scoped reporting clean and consistent.
Incoterm tagging on the shipment
Pick the applicable Incoterm (EXW, FOB, CIF, and the rest) directly on the shipment, placed just after Shipment Type in General Information. Operations and accounting share one reference point for where cost and risk transfer on each shipment.
Customer Invoices smart button
A stat button in the shipment's button box shows the live customer-invoice count and jumps straight to exactly the invoices tied to that shipment - no manual filtering or searching.
Vendor Bills smart button
The matching Vendor Bills stat button opens exactly the bills linked to the shipment, so you can reconcile costs against a single shipment in one click.
Built-in Incoterms configuration
Manage the full Incoterms reference list (code and name) from the Logistics Configuration menu, without leaving the app to open the Accounting settings.
Protected cost and revenue history
Once a shipment has recorded analytic items, the module blocks its deletion and prevents its analytic account from being renamed or archived directly - guarding your cost/revenue history from accidental loss and keeping shipment and account in sync.
Benefits
See profitability shipment by shipment. Because every shipment carries its own analytic account from creation, cost and revenue land in the right place automatically - ready for per-shipment margin analysis without any manual bookkeeping.
One-click drill-down to the source documents. Smart buttons connect each shipment to its customer invoices and vendor bills, so answering "what did this shipment earn and cost?" takes a single click instead of a filtered search.
A shared language for ops and accounting. Incoterm tagging on the shipment gives both teams one agreed reference for cost and risk transfer, reducing back-and-forth at invoicing time.
Your history stays intact. Deletion and rename/archive guardrails make sure recorded shipment costs and revenues cannot be silently lost, so your analytic reporting stays trustworthy.
Shipment Form: Analytic Account & Incoterm
A saved shipment in General Information: the auto-populated read-only Analytic Account field beside Company, with the selected Incoterm right after Shipment Type.
Incoterms Reference List
The Incoterms reference list (Code and Name) reachable from Shipment Management > Configuration, inside the Logistics app.
Need help with Logistics Accounting?
Viindoo Support
Questions, pre-sales or technical support - our team is one email away.
apps.support@viindoo.comTechnical Requirement
- Odoo version: 17.0
- Editions: Community, Enterprise
- Required modules: viin_logistics (Shipment Management), account (Invoicing/Accounting), with Analytic Accounting enabled
- License: OPL-1
Who It Is For
Freight Forwarders and Logistics Providers
who need to track cost and revenue at the level of a single shipment.
Accountants and Controllers
(with analytic accounting enabled) who want shipment-level analytic accounts created and organized for them.
Logistics Administrators
who manage the Incoterms reference list and want it available inside the Logistics app.
Operations Teams
who need to reach a shipment's invoices and bills without learning the Accounting app.
Get Started
Turn every shipment into a clear, self-tracking cost-and-revenue center. Install Logistics Accounting on top of your Shipment Management app and let the numbers organize themselves.
Requires the Logistics / Shipment Management app (viin_logistics) and Analytic Accounting enabled on your database.
Try the Live Demo Learn MoreLogistics Accounting
Note
Extends viin_logistics - see its documentation.
This module links every shipment in Shipment Management to its own analytic account, so accountants and logistics users can track the costs and revenues of a shipment without any manual setup. It also lets you tag a shipment with an Incoterm and, once accounting documents are linked to it, jump straight from the shipment to its related customer invoices and vendor bills.
Installation
- Make sure the Invoicing app is installed (Apps > Invoicing) - this module builds on it for analytic accounts, invoices and bills.
- Open the Apps app.
- Remove the default "Apps" filter from the search bar and search for "Logistics Accounting".
- Click Install on the module's card.
Installing this module adds a few fields and buttons to the existing Shipment form - there is no separate app to open afterwards; keep working from Shipment Management as usual.
Configuration
- Analytic Accounting. Go to Invoicing > Configuration > Settings, find the Analytics section and enable Analytic Accounting (visible once your user has full accounting access, not only Billing). This lets the module create and reuse a dedicated analytic account for every shipment automatically.
- Access rights. The Analytic Account field on a shipment is only visible to users who have analytic accounting access. The Customer Invoices and Vendor Bills buttons on a shipment are only visible to users with full accounting access (more than Billing) - a logistics-only user never sees them.
- Incoterms reference list. Under Shipment Management > Configuration, the Incoterms list used to tag shipments is available to Logistics Administrator users - see Manage the Incoterms reference list below for the exact menu path.
Usage
Create a shipment and see its dedicated analytic account
Go to Shipment Management > Operations > All Shipments.
Click New. A blank shipment opens in Draft, with the usual defaults already filled in.
Select the Customer for this shipment.
Click Save. A read-only Analytic Account field appears next to Customer, in General Information, carrying a name that matches the shipment reference - it is created automatically the first time, and reused if you ever recreate a shipment with the same reference.
Tag a shipment with an Incoterm
Open an existing shipment (or create one as above).
Click the Incoterm field, right below Shipment Type, and choose the applicable term - for example [CIF] COST, INSURANCE AND FREIGHT.
Click Save. The shipment now shows the selected Incoterm, giving accounting and operations a shared reference for cost and risk transfer on this shipment.
Manage the Incoterms reference list
Go to Shipment Management > Configuration. Look for the Intercorm section (this is how the section is labelled in the current release, though it is meant to read "Incoterm") and click Incoterms underneath it.
The standard Incoterms list opens, showing every Code and Name available to tag a shipment (EXW, FOB, CIF and the rest).
Troubleshooting
I don't see the Analytic Account field on a shipment
Your user does not have analytic accounting access yet. Ask your administrator to enable Analytic Accounting under Invoicing > Configuration > Settings (see Configuration above).
I don't see the Customer Invoices or Vendor Bills buttons
Either the shipment has no posted invoice or bill linked yet through its analytic account, or your user only has Billing-level access. Full accounting access is required to see these buttons.
Opening a shipment shows an error instead of loading
This can happen for a user with full accounting access when the shipment tries to compute its linked invoices and bills. Contact your administrator or Viindoo support so they can check the analytic accounting configuration on your database.
I can't delete a shipment or its analytic account
A shipment that already has analytic items recorded (for example from a posted invoice or bill) cannot be deleted, and its dedicated analytic account cannot be renamed, archived or deleted on its own - this protects your cost and revenue history. Archive the shipment instead; renaming the shipment also renames its analytic account automatically.
FAQ
Do I have to pick an Incoterm on every shipment? No - the Incoterm field is optional. Fill it in when you want a shared reference for cost and risk transfer between you and your customer or vendor.
Does every shipment get its own analytic account? Yes, automatically, the first time you save it - shipments never share an analytic account, and the account is grouped under a dedicated Shipment analytic plan so your analytic reporting stays scoped to shipments.
What happens to the analytic account if I rename a shipment? Its name is kept in sync automatically - renaming the shipment renames the analytic account for you.
Can I rename or archive a shipment's analytic account directly, from Accounting? No - once an analytic account is tied to a shipment, rename and archive it from the shipment itself; the account follows automatically.
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