| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Helpdesk (helpdesk)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 208 |
| Technical Name |
helpdesk_ticket_sale |
| License | OPL-1 |
| Website | https://www.gritxi-tech.com |
| Versions | 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Helpdesk (helpdesk)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 208 |
| Technical Name |
helpdesk_ticket_sale |
| License | OPL-1 |
| Website | https://www.gritxi-tech.com |
| Versions | 16.0 17.0 |
Sales Quote from Helpdesk Ticket
This app allows your helpdesk team to create sales quotes from helpdesk support ticket form view as shown in below screenshots.
Features
- Allow your helpdesk team to add products in helpdesk ticket form and based on that allow them to create "Sales Quotation" using button given on helpdesk ticket form.
- Showing Quotation/ Sales Order reference on ticket form.
- Passing ticket reference from sales order to created customer invoice.
Helpdesk Configuration Setting
- Click on helpdesk "Configuration" menu.
- Go to Teams menu and click the any Team that you want to configure.
- Click on "Sale Order/Quotation" checkbox.
- Configuration -> Teams -> Select "Sale Order/Quotation" under the section "After- Sales".
Create Sale Quotation/Order
- After configuring in helpdesk ticket form, create sales quotation button will appear in helpdesk ticket form and also you can add prodcuts here to create orders from it.
- Add some products in helpdesk ticket and click "Create Sales Quotation" button.
- Now the quotation is created and you can browse it through "Sales Order" smart button.
Show created sale orders
-
Show all the created sale quotation/order(s) by clicking on the "Sale Orders" smart button top of the right corner helpdesk view form.
After create sale order
- Once you create sale order in helpdesk ticket then the button "CREATE SALES QUOTATION" will get disappear as you cannot create multiple sales order at a time.
-
If you need to make a new sales order with different order lines and quantities, you must first cancel the old one and then create it again.
Helpdesk Ticket reference in Sale Order
You can view the Helpdesk Ticket from Sales Order too by clicking on "Helpdesk Ticket" smart button in Sales Order form view.
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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