Sale Order custom Checklist

by
Odoo

23.56

v 11.0 v 12.0 Third Party 5
Live Preview
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 282
Technical Name sh_sale_custom_checklist
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 11.0 v 14.0
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Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 282
Technical Name sh_sale_custom_checklist
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 11.0 v 14.0
Sale Order custom Checklist

Do you want a custom checklist for your sale order? The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklist. Here you can know the detail of the checklist in percentage. This module helps to divide checklist items into different stages like Completed, Cancel & Delete. cheers!

Features


You can create sale order checklist template and fill checklist by selecting checklist template. New

You can make a default checklist and load it into the order line. New

Easy to make a custom checklist in quotation/sale order.

Easy to track the work of the checklist.

You can know the detail of the checklist in percentage.

Easy to manage tasks into different stages like Completed, Cancel & Delete.

Easy to filter the complete & uncomplete checklist.

You can find different stages like Completed, Cancel & Delete with different colors.

Easy to see the checklist progress bar in kanban view.

No special configuration required, install it, use it.

This module saves your important time.

It reduces human efforts.

Version


v12.0.3 (31st May 2021)
  • New Sale Order Checklist Template Added
v12.0.2 (8th March 2021)
  • New Load default sale checklist in the order line
v12.0.1 (24th October 2019)
  • Initial Release

v 12.0.3

Go to the "Configuration" => Sale Custom Checklist Template.

Now we create a sale checklist template, checklist template form view looks like this.

Sale checklist template list view looks like this.

Now we fill the checklist by selecting the checklist template.

When we select checklist template, it adds a record by default.

v 12.0.2

Go to configuration select "Sale Custom Checklist" and tick "Load Default" to load that checklist by default in the order lines.


When you create new quotation/sale order it loads that default checklist in the order lines.


v 12.0.1

Go to configuration select "Sale Custom Checklist".


Write the name and description of the checklist.


Open timesheet, you can Complete, Cancel & Delete checklist.


In the quotation list view, you can see a checklist progress bar.


In the sale order list view, you can see a checklist progress bar.


In the sale order kanban view, you can see a checklist progress bar with a percentage.


You can filter the completed and uncompleted checklist.



Help & Support

You will get free support for 90 days and assistance in case of any issues


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need this module in odoo v 10 ce
by
Z A
on 9/8/20, 3:51 AM

need this module in odoo v 10 ce

Re: need this module in odoo v 10 ce
by
Softhealer Technologies
on 9/10/20, 12:11 AM Author

Sure,

Pls contact sales team sales@softhealer.com