Manage Sale Order With Helpdesk | Manage Helpdesk With Sale Order

by
Odoo

54.22

v 15.0 Third Party 23
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 8168
Technical Name sh_helpdesk_so
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 12.0 13.0 16.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 8168
Technical Name sh_helpdesk_so
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 17.0 12.0 13.0 16.0 14.0 15.0
logo
Community Enterprise Odoo.sh

Manage Sale Order With Helpdesk

heading

If your company provides prepaid support services, meaning that the authorized user accepts responsibility for payment of the charges for use of the company's service. You can do that with this module. This module allows your helpdesk team to generate a quotation/sale order directly from the helpdesk ticket vice versa they can generate a helpdesk ticket from the sale order/quotation. It helps to provide resulting in faster responses to your customer needs. You can easily manage products in tickets and display products in the ticket PDF report.

Hot Features

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Helpdesk Ticket With Sale Order
Manage Multiple Tickets At a Time
Default Description In Ticket

Features

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  • Easy to create sale order/quotation from the helpdesk ticket.
  • Easy to create helpdesk ticket from the sale order/quotation.
  • We provide a separate security group to manage helpdesk ticket to sale order & sale order to helpdesk ticket operations.
  • You can filter tickets sale order wise & sale order ticket wise.
  • You can manage products in tickets as well you can display products in the ticket PDF report.

Tick security group "Sale Helpdesk Ticket" to generate a quotation/sale order directly from the helpdesk ticket as well generate a helpdesk ticket from the sale order/quotation.


"Helpdesk Ticket" form view, press the "Create Sale Order" button to create a quotation/sale order directly from the helpdesk ticket.


After that one wizard opens, select customer, products, and fill other details then press the "Save" button.


Now, from the ticket, you can see generated sale orders of that ticket using the "sales" smart button.


So, from that sale order, you can see tickets of that sale order/quotation using the "Tickets" smart button.


You can create a helpdesk ticket from the sale order/quotation using the "Create Ticket" button.


After that one wizard opens, fill the details and save it.


"Helpdesk Ticket" created.


You can see tickets of that sale order/quotation using the "Tickets" smart button.


It opens tickets Kanban view.


Created ticket form view looks like this.


You can filter tickets sale order wise.


You can filter sale order ticket wise.


Manage Products

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Goto user config setting, Enable 'Manage Products'.


You can select products for each ticket.


Ticket PDF report with the products.


Version 15.0.1 | Released on : 10 October 2021

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • No, Our helpdesk app works independently. The standard helpdesk app and our helpdesk app together not works!
    Here is the link where you can purchase our helpdesk enterprise app.
    Helpdesk Enterprise
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

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We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish Chinese French

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Its not work
by
Tan Thanh
on 7/1/23, 10:11 PM

It could be a good module, but it didn't work when changing the odoo version. I know it's your policy, but writing a piece of software that only works on one version is bad for a programmer.

Re: Its not work
by
Softhealer Technologies
on 7/4/23, 2:02 AM Author

DearTan Thanh,

Sorry for the inconvenience you faced! It appears that you mistakenly purchased the incorrect version. For example, V14 is incompatible with any other version due to variations in certain fields, even though the functionality remains the same across versions. We would like to emphasize that, according to the Odoo policy and our documentation, it is not possible to install V15 on any other version. Should you encounter any difficulties while using our module, please do not hesitate to contact us. We are always there to support you.


It’s important to note that the Odoo community is constantly working on improving the framework and making it more stable. This means that sometimes changes are made that can break compatibility with older modules.


Thank you!

Team Softhealer



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