Manage Sale Order With Helpdesk | Manage Helpdesk With Sale Order
by Softhealer Technologies https://www.softhealer.com$ 57.06
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 7416 |
Technical Name |
sh_helpdesk_so |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
Community Apps Dependencies | Show |
Lines of code | 7416 |
Technical Name |
sh_helpdesk_so |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |

Manage Sale Order With Helpdesk

If your company provides prepaid support services, meaning that the authorized user accepts responsibility for payment of the charges for use of the company's service. You can do that with this module. This module allows your helpdesk team to generate a quotation/sale order directly from the helpdesk ticket vice versa they can generate a helpdesk ticket from the sale order/quotation. It helps to provide resulting in faster responses to your customer needs. You can easily manage products in tickets and display products in the ticket PDF report.
Hot Features

Features

- Easy to create sale order/quotation from the helpdesk ticket.
- Easy to create helpdesk ticket from the sale order/quotation.
- We provide a separate security group to manage helpdesk ticket to sale order & sale order to helpdesk ticket operations.
- You can filter tickets sale order wise & sale order ticket wise.
- You can manage products in tickets as well you can display products in the ticket PDF report.
Tick security group 'Sale Helpdesk Ticket' to generate a quotation/sale order directly from the helpdesk ticket as well generate a helpdesk ticket from the sale order/quotation.

Go to the helpdesk settings and tick 'Manage Products'.

'Helpdesk Ticket' form view, press the 'Create Sale Order' button to create a quotation/sale order directly from the helpdesk ticket.

If you you try to create a SO without selecting a product then this error will appears.

Select products and click on the 'Create Sale Order' button.

After that one wizard opens, fill the details and save it.

You can see sale order/quotation of that ticket using the 'Sales' smart button.

You can see tickets of that sale order/quotation using the 'Tickets' smart button.

You can create a helpdesk ticket from the sale order/quotation using the 'Create Ticket' button.

After that one wizard opens, fill the details and save it.

You can see tickets of that sale order/quotation using the 'Tickets' smart button.

It opens tickets Kanban view.

Created ticket form view looks like this.

You can filter tickets sale order wise.

You can filter sale order ticket wise.

Form view of the helpdesk ticket, Click on the print'Helpdesk ticket' from the action buton.

Ticket PDF report with the products.

Version 18.0.1 | Released on : 27th September 2024
- 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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