Sale Order and Quotation custom Checklist
by Prefortune Technologies LLP https://www.prefortune.com/$ 23.72
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 453 |
| Technical Name |
pf_sale_order_checklist |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Sale Order & Quotation Custom Checklist Odoo App
The Sale Order Checklist module helps businesses streamline their sales and quotation process in Odoo by allowing users to create custom checklists and organize them into reusable templates. These templates can be easily attached to Quotations and Sale Orders to automatically generate checklist items without manual work. Sales teams can track checklist progress in real time, update item status with simple Complete or Cancel actions, and ensure no critical step is missed before confirming an order.The module supports multi-company functionality, allowing users to create global templates for all companies or restrict templates to specific companies for proper data separation. The module also allows users to download and print checklist reports in PDF format, making it easy for anyone to track work completion directly from the Odoo backend with no technical setup required, while maintaining full visibility and control over the entire sales workflow.
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Key Features
Create reusable sale checklist templates for different sales processes.
Attach checklist templates directly to Quotations & Sale Orders.
Control checklist visibility with user-based access rights.
Print Sale Order / Quotation checklist reports with completion details.
Manage checklist status easily with New to Complete or Cancel stages.
Sale Order & Quotation Custom Checklist Odoo App
Our all-inclusive
Odoo – Sale Order & Quotation Custom Checklist Odoo App
Module enhances the sales management process in Odoo by enabling businesses to organize, track, and
validate critical tasks directly within Quotations and Sale Orders. It allows administrators to create and
manage fully customizable checklist templates from the Odoo backend, which can then be applied to sales
documents to ensure every requirement is clearly defined before order confirmation. Once a template is
selected, the system automatically generates the relevant checklist items, reducing manual effort and
minimizing the risk of missed steps.The module also supports multi-company functionality, allowing businesses to control template visibility by company. Users can create global templates that are available across all companies or restrict templates to specific companies to maintain proper data separation.
The module features an intuitive interface where sales teams can monitor checklist progress in real time
through visual indicators and completion percentages. Each checklist item includes simple action buttons
to mark tasks as Completed or Cancelled, providing immediate status visibility and improving team
accountability. Additionally, the module enables users to download and print checklist reports in PDF
format, ensuring proper documentation and simplifying audit or compliance needs. Designed for ease of use,
it requires no technical expertise, allowing anyone to track work completion directly from the Odoo
backend. By standardizing sales workflows and improving operational transparency, the Sale Order &
Quotation Checklist module helps businesses increase efficiency, maintain consistency, and gain better
control over their entire sales lifecycle.
Sale Order & Quotation Custom Checklist Odoo App
- Create and manage reusable sale checklist templates to standardize different sales workflows and ensure every critical step is completed.
- Attach checklist templates directly to Quotations and Sale Orders to automatically generate tasks and reduce manual effort.
- Control checklist visibility with user-based access rights, allowing administrators to grant permissions and restrict functionality to authorized users only.
- Generate and download detailed Sale Order and Quotation checklist reports in PDF format for better documentation and operational transparency.
- Manage checklist status effortlessly with clearly defined stages such as New, Completed, or Cancelled, enabling teams to track progress with ease.
Complete Workflow for Manage Sale Order & Quotation Custom Checklist App
To get started with the Sale Order & Quotation Custom Checklist Module First Enable Developer Mode and from User & company > User > Access Rights Settings activate the Sale Custom Checklist option to access the feature to specific user. Create checklist templates from the configuration menu and attach them to Quotations or Sale Orders to automatically generate checklist items. Update task status, import records if needed, and "Allow Duplicate Checklist" toggle to decide if repeating tasks should be tracked separately or merged into one. After adding your templates, ensure you Save the record to fully activate the interactive Done and Cancel buttons, and download the Checklist Report in PDF to ensure every sales step is completed before order confirmation.
Sale Order & Quotation Custom Checklist Odoo App
1. [TURN ON DEVELOPER MODE] Then Go to Settings -> User & Companies -> Select user -> In Access Rights -> Other ->Turn ON Sale Custom Checklist
2. Go to Sale -> Configuration -> Sale Custom Checklist menu
3.Sale Custom Checklist menu in that create Sale checklist with description.
4.Sale checklist list view looks like this.
5. Go to Sale -> Configuration -> Sale Custom Checklist Template menu
6. User can create sale checklist template and select multiple checklist template.
7. Sale checklist template list view looks like this.
8. User can group by checklist templates.
9. Go to Quotation and under 'Checklist' tab user can select multiple sale checklist template for that quotation.
10. When user select sale checklist template, its record added by default. Click on check ✓ icon to complete checklist and cancel ✘ icon to cancel checklist.
11. By checking "Checklist Copy Allow" you can add the same checklist item multiple times if it belongs to different templates.
12.Go to Sale -> Quotation ->User can see checklist progress percentage in List view.
13. Checklist progess percentage on list view, User can filter checklists by Complete Checklist / Uncompleted Checklist.
14. Complete Checklist Filter :
15. Uncomplete Checklist Filter :
16. Go o Sale -> User can see checklist progress percentage in Kanban view.
17. Checklist report looks like this.
18. While creating a checklist template, if a company is selected, the template will be visible only within company that.
19. Select a company to make the template available only for that selected company.
20. When multiple companies are assigned, the template is accessible only within those selected companies.
21. If no company is assigned, the template becomes globally available to all companies.
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• Works &
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Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
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