Convert Sale Order to Taskby Red Lab
Sale Order Converting to Project Task
Convert Sale Order into Task with single click.
Fast access to created Task
Transfer and easily find important Sale Order data
Easily configurable in Sale settings
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Convert Sale Order to Task
- Install this module in a usual way
- User must have access to create/write Project Task in order to convert to task.
Optional: * Go to Sales settings via under Configuration >> Settings. * Set Default Project and Stage for created tasks. * Check Allow Convert **state name** field if you want allow to convert in current stage.
- Open menu Sales >> Quotations/Sale Order >> Choose SO.
- If so in allowed state, there will be button Convert to Task.
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