Sale Order custom Checklist | Quotation Custom Checklist
by Softhealer Technologies https://www.softhealer.com$ 21.81
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 590 |
Technical Name |
sh_sale_custom_checklist |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 13.0 11.0 12.0 18.0 14.0 15.0 16.0 17.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 590 |
Technical Name |
sh_sale_custom_checklist |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 13.0 11.0 12.0 18.0 14.0 15.0 16.0 17.0 |
Sale Order custom Checklist
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!
Related Modules
Hot Features
Features
- 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.
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.
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 17.0.1 | Released on : 11th November 2023
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.
Multi-Languages
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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