| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 155 |
| Technical Name |
eg_sale_custom_checklist |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 155 |
| Technical Name |
eg_sale_custom_checklist |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
Sale Custom Checklist
The Sale Custom Checklist app streamlines and enhances sales order management by allowing users to create customized checklists. These checklists help track task progress through stages such as "Completed," "Cancelled," and "Deleted."
Features
Screenshots
Support
Service
Features
Custom Checklist for Sale Orders
1. Custom Checklist for Sale Orders The core feature of the Sale Custom Checklist app allows users to design personalized checklists for each sale order. This flexibility ensures that every step in the sales process, from initial customer contact to order fulfillment, is tracked.
Manage Checklist Stages
The app allows users to organize tasks within a checklist into different stages such as "Completed," "Cancelled," or "Deleted." This functionality makes it easier to manage tasks and maintain clarity on the status of various activities.
Percentage-Based Task Progress Tracking
With this feature, users can monitor the progress of each task in a sale order using a percentage-based system. This visual tracking helps sales teams stay on top of their tasks and identify any delays early on.
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
Teams
team@inkerp.com
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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