| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 81 |
| Technical Name |
jt_project_task_SO |
| License | AGPL-3 |
| Website | http://www.jupical.io |
| Versions | 14.0 15.0 13.0 16.0 17.0 |
Screenshots
Create Sale Order from Task module is designed to facilitate the conversion of tasks or activities, particularly those related to sales, into sales orders within a business management or CRM system.
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Overview
Create Sale Order from Task module enhances sales efficiency by providing a direct and seamless way to transition from pre-sales activities to the creation of sales orders, improving overall sales pipeline management and customer engagement.
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Features
Enables users to link specific tasks or activities to corresponding sales orders, establishing a clear connection between pre-sales activities and finalized transactions.
Allows users to convert tasks or activities, often associated with sales leads or opportunities, into sales orders with a simple and intuitive process.
Allows users to attach relevant documentation or notes from the task to the newly created sales order, ensuring comprehensive documentation and context.
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