Sale Order custom Checklist | Quotation Custom Checklist

by
Odoo

21.51

v 17.0 Third Party 9
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 590
Technical Name sh_sale_custom_checklist
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 12.0 13.0 11.0 16.0 15.0 14.0 17.0
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 590
Technical Name sh_sale_custom_checklist
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 12.0 13.0 11.0 16.0 15.0 14.0 17.0
logo
Community Enterprise Odoo.sh

Sale Order custom Checklist

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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

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

Features

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  • 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

Initial Initial Release.
  • 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).
  • Yes, you will get free update for lifetime.
  • 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.

Multi-Languages

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We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.

english germany arab spanish Chinese French

Most Demanded Apps

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