Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
Lines of code | 155 |
Technical Name |
eg_sale_custom_checklist |
License | OPL-1 |
Website | http://www.inkerp.com |
Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |



Sale Custom Checklist
The Sale Custom Checklist app helps users create and manage checklists for sale orders, track task progress in percentages, and organize tasks into stages like "Completed," "Cancelled," or "Deleted." It simplifies sales workflows, ensuring key steps are completed efficiently.
Highlight Sale Custom Checklist
Custom checklist for sale orders
Percentage-based task progress tracking
Manage checklist stages

Features
Custom Checklist Creation:
Easily create a custom checklist in quotations or sale orders.
Progress Tracking:
View task progress in percentage, making it easy to track completion.
Task Stage Management:
Manage tasks in stages like "Completed", "Cancelled", and "Deleted", with color-coded distinctions.
Filter Tasks:
Filter and view completed or uncompleted tasks.
Kanban View:
View checklist progress in the kanban view through a visual progress bar.
Screenshot

1) Configuration Screen:
Navigation : Configuration ➡ Sale Checklist

2) Quotation Checklist Button:
In the quotations view, click on the Checklist button to access and manage the sale checklist.

3) Checklist Task Management:
Within the checklist, tasks are displayed in different states: New, Completed, or Cancelled. You can mark a task as complete by clicking the Check icon, or cancel it by using the Cancel icon.

4) List View with Progress:
View the completed percentage in the List View. Filter checklists to display Completed or Uncompleted tasks.

5) Kanban View:
See the progress of each checklist in the Kanban View with a visual progress bar showing task completion in percentage.

User Guide
Suggested Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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