| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 159 |
| Technical Name |
eg_so_task |
| 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 |
•
Project (project)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 159 |
| Technical Name |
eg_so_task |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Sale Order Task
The Sales Order Task Manager module enhances project management within Odoo by allowing users to seamlessly create and manage tasks directly from sales orders. This integration links tasks to specific sales orders, ensuring smooth navigation between projects and associated tasks.
Features
Screenshots
Support
Service
Features
Task Creation from Sales Orders
Effortlessly generate tasks for each product in a sales order with just one click. This feature streamlines task creation by linking them directly to the sales order, ensuring that no task is missed. You can also use the "Create All In One Task" button to combine all order lines into a single task, saving time and improving workflow efficiency.
Custom Project Naming and Task Assignment
The module offers flexibility in naming projects by either using the sales order number or allowing for a custom project name. Additionally, each task is automatically assigned to the corresponding customer, ensuring clear identification and smooth project management.
View and Organize Active Tasks
Stay organized with an easy-to-navigate list of tasks linked to active sales orders. You can filter and view tasks by sales order status, ensuring quick access to what you need and better task management.
Comprehensive Task Details
Each task comes with product details, customer information, and assigned users, providing a comprehensive view of the task's lifecycle.
Screenshot
1.) Sale Order Form View
Users can create tasks for the products in the sales order line. The "Create Task" button generates tasks corresponding to order lines.
Navigation : Sales → Orders → Quotations
2.) Project Naming
Users can enter the project name in the Customer Reference field. If left blank, the Sales Order Number is used as the project name.
3.) Task Kanban View
Users are redirected to the tasks list, filtered by active sales orders, showing all tasks created from order lines.
Navigation : Sales → Orders → Quotations → Tasks
4.) Task Form View (Task Details)
Product name is set to the task name, customer reference to the project, and the user from the order line is assigned.
5.) Task Form View (Customer Information)
Displays the sales order customer set as the task customer.
6.) Project Form View
Customer reference and sales order customer details are set for the project, along with the sales order name.
7.) Sales Order Form View (Create All In One Task)
Users can create a single task for all order lines by clicking the "Create All In One Task" button.
Navigation : Sales → Orders → Quotation
8.) Sales Order Form View (Task Details)
Users enter the task name in the Customer Reference field and assign a user before creating the task.
Navigation : Sales → Orders → Quotation
9.) Task Form View (Task Creation)
The details of a new task, with the Task Name set to the Customer Reference or the sales order name if missing. The Assigned To user and the Sales Order Name are linked, and the Sales Order Note serves as the task description. All related products from the sales order are included, and you can click the "Task" smart button to return to the filtered task list.
10.) Task Form View (Customer Information)
Displays the sales order customer set as the task customer.
User Guide
Teams
team@inkerp.com
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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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