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Create Sales order based on timesheet lines

by
Odoo
v 16.0 Third Party 6
Download for v 16.0 Deploy on Odoo.sh Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Employees (hr)
Lines of code 176
Technical Name project_task_product_cr
LicenseLGPL-3
Websitehttps://www.candidroot.com
Versions 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Employees (hr)
Lines of code 176
Technical Name project_task_product_cr
LicenseLGPL-3
Websitehttps://www.candidroot.com
Versions 15.0 16.0 17.0 18.0
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Community Enterprise

Sales Order from Timesheet Lines of Task.

This module allows you to configure generate sales order. Add multiple product with quantity in timesheet lines in order to create sales order for each product lines added in timesheet by doing sum for the same product.

01

Enable 'Create Automatic Quotation' in the Task Stages configuration and assign a service type product to generate order lines for hours spent on each line.

02

Click "Create" to add My Timesheets, where users can input single or multiple Product Quantity Timesheet Lines. Each line will generate a separate order line, and clicking "Generate Order" will consolidate the quantity for the same product into a single order line.

03

In "Project / My Tasks," users can add product quantity timesheets. The configured stage determines the visibility of the 'Generate Quote' button. Each timesheet line generates a separate order line with the service type product specified in the Stage configuration.

04

In "Projects / My Tasks," click on the "Created Sales Order" button to view the sales order generated from the task. Additionally, users can observe tasks associated with sales orders through the smart button 'Related Tasks.'

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