Sale Order custom Checklist | Quotation Custom Checklist

by
Odoo

21.72

v 16.0 Third Party 9
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 592
Technical Name sh_sale_custom_checklist
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 11.0 12.0 13.0 14.0 17.0 15.0 16.0
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 592
Technical Name sh_sale_custom_checklist
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 11.0 12.0 13.0 14.0 17.0 15.0 16.0
logo
Community Enterprise Odoo.sh

Sale Order custom Checklist

heading

Do you want a custom checklist for your sale order? The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklist. Here you can know the detail of the checklist in percentage. This module helps to divide checklist items into different stages like Completed, Cancel & Delete. cheers!

Hot Features

heading
Sale Order Custom Checklist
Sale Order Checklist Template
Checklist Detail In Percentage

Features

heading
  • Easy to import checklist through CSV and XLS file.
  • You can print checklist in quotation/sale order report.
  • You can create sale order checklist template and fill checklist by selecting checklist template.
  • Easy to make a custom checklist in quotation/sale order.
  • Easy to track the work of the checklist.
  • You can know the detail of the checklist in percentage.
  • Easy to manage tasks into different stages like Completed, Cancel & Delete.
  • Easy to filter the complete & uncomplete checklist.
  • You can find different stages like Completed, Cancel & Delete with different colors.
  • Easy to see the checklist progress bar in kanban view.
  • No special configuration required, install it, use it.
  • This module saves your important time.
  • It reduces human efforts.

Enable "Sale Custom Checklist".


Go to configuration select "Sale Custom Checklist".


Write the name and description of the checklist.


Sale checklist list view looks like this.


Go to the "Configuration" => Sale Custom Checklist Template.


Now we create a sale checklist template, checklist template form view looks like this.


Sale checklist template list view looks like this.


You can group by checklist templates.


Now we fill the checklist by selecting the checklist template, When we select checklist template, it adds a record by default.

Sale checklist with state New, Completed and Cancelled. Click on Check Icon To Complete Checklist & Cancel Icon to Cancel Checklist.


Checklist completed percentage on list view, You can filter checklists by complete/Uncomplete checklist.




Checklist completed percentage on kanban view.


Print checklist report from "Print".


Checklist report looks like this.


Import checklist menu.


Import checklist wizard, select file type & upload file. You can download sample sheet from here.


Click apply after the file is uploaded.


Success message looks like below it's shows successfully imported records.


Following checklists are imported.

Version 16.0.1 | Released on : 28th October 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • No, you don't need to install addition libraries.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, this application is not compatible with odoo.com(odoo saas).

Multi-Languages

heading
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

Most Demanded Apps

heading
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.