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Sale Order Custom Checklist

by
Odoo

17.04

v 14.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Lines of code 155
Technical Name eg_sale_custom_checklist
LicenseOPL-1
Websitehttp://www.inkerp.com
Versions 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Lines of code 155
Technical Name eg_sale_custom_checklist
LicenseOPL-1
Websitehttp://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


Click to Play

2) Quotation Checklist Button:

In the quotations view, click on the Checklist button to access and manage the sale checklist.


Click to Play

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.


Click to Play

4) List View with Progress:

View the completed percentage in the List View. Filter checklists to display Completed or Uncompleted tasks.


Click to Play

5) Kanban View:

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


Click to Play

User Guide

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Suggested Products

Odoo Proprietary License v1.0

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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).

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or modified copies of the Software.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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