Sales Order Checklist Pro | Smart Sales Task Tracker | Quotation Checklist
by Odonity https://www.odonity.com$ 50.00
Sales Order Checklist Pro | Odonity
Smart Sales Task Tracker · Quotation Checklist · Workflow Control
Add structured checklist workflows directly inside quotations and sale orders. Track progress, assign responsibilities, enforce blocking tasks, and ensure every sales process is completed with confidence.
Key Features
Template-Based Checklists
Create reusable checklist templates and apply them to quotations or sale orders in one click.
Live Progress Tracking
Visual checklist progress bars appear directly in form, kanban, and list views.
Responsible User & Deadline
Assign checklist items to team members with deadlines and overdue tracking.
Confirmation Gate
Prevent sale order confirmation until all required blocking tasks are completed.
Priority Levels
Mark checklist items as Normal, Important, or Critical for better workflow visibility.
Smart Filters
Quickly filter orders by checklist status, overdue tasks, or incomplete workflows.
Bulk Actions
Mark all checklist items done or reset the entire checklist with one click.
Central Task View
Manage all checklist tasks from one centralized menu with advanced grouping options.
Template Apply Wizard
Replace or append checklist templates at any stage of the sales process.
Perfect For
Sales Managers
Standardize workflows and ensure every sales process follows company policy.
B2B Companies
Track approvals, documents, compliance checks, and customer confirmations.
Manufacturing
Validate pricing, stock, production approvals, and delivery readiness before confirmation.
Sales Teams
Assign responsibilities and track checklist completion across the entire team.
Module Screenshots
Checklist Tab on Sale Order
Checklist Template Configuration
Apply Template Wizard
Checklist Progress in List View
Checklist Progress in Kanban View
Confirmation Gate Blocking Warning
Central Checklist Task View
Installation & Usage
- Install module like a standard Odoo app
- Create reusable checklist templates from Sales configuration
- Apply templates directly on quotations or sale orders
- Track checklist progress from Kanban, List, and Form views
- Enable confirmation gate for blocking task enforcement
Support & Customization
- Email: odonity.services@gmail.com
- Website: www.odonity.com
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
| Lines of code | 505 |
| Technical Name |
odnt_sale_checklist_pro |
| License | See License tab |
| Website | https://www.odonity.com |
Sales Order Checklist Pro | Smart Sales Task Tracker | Quotation Checklist
Bring Structure, Accountability, and Clarity to Every Sale Order in Odoo
This Odoo Sales extension by Odonity adds a fully-featured, template-driven checklist system to every quotation and sale order — so your sales team never misses a critical step from quote to close.
Overview
Sales Order Checklist Pro empowers your sales workflow with per-order task tracking, visual progress bars, responsible user assignment, deadline management, and an optional confirmation gate that prevents orders from being confirmed until critical items are complete.
Key Features
- 📋 Template-Based Checklists — Define reusable templates in configuration; apply them to any order in one click
- ✅ Per-Item Control — Each checklist item has its own responsible user, deadline, priority, and blocking flag
- 📊 Visual Progress Bar — Live progress displayed in the sale order form, list view, and kanban view
- 🚦 Confirmation Gate — Optionally block order confirmation until all critical/blocking items are marked done
- 🔴 Overdue Detection — Items past their deadline are highlighted automatically
- 🏷️ Priority Levels — Normal, Important, and Critical priority per task
- 🔍 Smart Filters — Filter orders by Checklist Complete, Incomplete, or No Checklist in the search bar
- 📑 Standalone Task View — Review all checklist tasks across all orders from a single menu
- ⚡ Bulk Actions — Mark All Done or Reset All with a single click on any order
- 🔄 Apply Template Wizard — Easily swap or apply a new template mid-process
Installation
- Copy the odnt_sale_checklist_pro folder into your Odoo custom addons directory.
- Restart the Odoo server.
- Activate Developer Mode (Settings → General Settings → Developer Tools).
- Go to Apps, click Update Apps List, search for Sales Order Checklist Pro, and install.
Usage
Step 1 — Create a Checklist Template
Go to Sales → Configuration → Checklists → Checklist Templates and create a new template. Add checklist items with names, priorities, blocking flags, and descriptions.
Step 2 — Apply to a Sale Order
Open any quotation or sale order. Click the "Apply Checklist Template" button in the header, or go directly to the Checklist tab inside the order to add items manually.
Step 3 — Track Progress
Tick items as done directly inside the Checklist tab. The progress bar updates live. In list and kanban views, the checklist progress percentage is visible at a glance.
Step 4 — Confirm with Confidence
If Block Confirmation Until Critical Items Done is enabled on the order, Odoo will prevent confirmation and list any incomplete blocking tasks.
Support & Contact
Website: https://www.odonity.com Email: odonity.services@gmail.com
About Odonity
Odonity builds business-ready Odoo applications focused on automation, productivity, and professional presentation. Trusted by businesses worldwide for reliable and scalable Odoo solutions.
Odoo Proprietary License v1.1 - Strict Commercial Use © 2026-Present Odonity. All Rights Reserved. Module Name: Sales Order Checklist Pro | Smart Sales Task Tracker | Quotation Checklist (By Odonity) License Owner: Odonity (https://www.odonity.com) Support Email: odonity.services@gmail.com This software is protected by copyright laws and international treaties. It is licensed, not sold. You are granted a **non-transferable, non-sublicensable, and non-exclusive license** to use this software ONLY under the terms below: -------------------------------------------- STRICT TERMS OF USE -------------------------------------------- PERMITTED: - Use the module in one Odoo production instance only (with staging/test allowed only for that instance). - Use for internal company operations. - Request support, upgrades, or customization services from Odonity. PROHIBITED WITHOUT WRITTEN PERMISSION FROM ODONITY: - Modifying, altering, or extending the source code in any way. - Reselling, sublicensing, or redistributing any part of the module. - Sharing the code with third parties, including freelancers or other vendors. - Uploading this module to public or private repositories, websites, or forums. - Creating derivative works or using snippets in other modules. - Using the module as a base to develop similar competing products. WARNING: This software contains **branding, code-level markers, and security tracking** for anti-piracy purposes. Tampering with these or violating this license may result in: - Permanent termination of your usage rights - Legal action under local and international intellectual property laws - Immediate take-down notices for marketplaces and hosting providers -------------------------------------------- LICENSE VERIFICATION & SUPPORT -------------------------------------------- License Keys / Validation (optional): Odonity reserves the right to implement license key checks in future versions. Support is only available to verified license holders. Invoice or proof of purchase must be retained for all license claims. For official support, licensing clarifications, or enterprise usage, please contact: odonity.services@gmail.com | https://www.odonity.com -------------------------------------------- BY INSTALLING THIS MODULE, YOU AGREE TO BE BOUND BY ALL TERMS ABOVE. Unauthorized use, reproduction, or redistribution is strictly prohibited.
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