Milestone Template & Per task
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-pnc-0021-milestone-template-per-task-6317$ 251.63
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Inventory (stock)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) • Project (project) |
| Lines of code | 207 |
| Technical Name |
fal_sale_project_milestone |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0021-milestone-template-per-task-6317 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) • Project (project) |
| Lines of code | 207 |
| Technical Name |
fal_sale_project_milestone |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-pnc-0021-milestone-template-per-task-6317 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
Odoo offers the capability to invoice sales orders based on milestones, but lacks integration between milestones and tasks.
CLUEDOO'S FUNCTION
Cluedoo addresses this issue by establishing a link between tasks and milestones within the same sales order, simplifying service management for clients by ensuring seamless coordination between phases and deadlines.
Additionally, Cluedoo introduces a milestone template tool, allowing users to pre-configure templates and create multiple orders without the need to recreate milestones each time. This feature streamlines the process, saving time and enhancing efficiency in managing project milestones.
Create a new Milestone template. Specify the quantity percentage for each phase. |
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2. Create a Service product and specify the "Invoicing Policy" to be based on Milestones. Choose a Milestone template.
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2. Create a Service product and specify the "Invoicing Policy" to be based on Milestones. Choose a Milestone template.
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3 Upon confirmation of the Sales order containing the Milestone product, milestones will be automatically generated.
Additionally, based on your configuration of "Create on order" in the product settings, projects and tasks will also be automatically generated.
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Milestones are automatically generated based on predefined templates. All milestones are linked to the Sales Order. Users can modify milestone details by altering their names, setting deadlines, or indicating completion status. |
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Tasks generated from Sales orders are also connected to the corresponding milestones. |
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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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