$ 23.96
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 187 |
| Technical Name |
task_from_sales_order |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 187 |
| Technical Name |
task_from_sales_order |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Generating Project Tasks from Sales Orders in Odoo
Seamless Sales & Project Task Link in Odoo
Sales Order to Project Task Workflow in Odoo
Sales Order to Project Task Connector for Odoo
Odoo App for Sales Order-Based Project Tasking
Convert Sales Orders into Project Tasks Seamlessly
This Odoo app empowers your sales team and managers by enabling them to create project tasks directly from the sales quotation or sales order form. With just a few clicks, they can convert sales opportunities into actionable tasks, ensuring smooth project execution and better collaboration between sales and project teams.
Hereâs a features list based on your description of the Odoo app:
- Create Project Tasks from Sales Quotations & Sales Orders: Your sales team can generate project tasks directly from the sales quotation or sales order form, streamlining workflow and eliminating the need for manual task creation.
- Easy-to-Use Task Creation Wizard: When creating a task, a wizard will pop up displaying pre-filled fields with default values (such as task name, assigned project, and responsible person). Users can review and modify these details before confirming the task creation.
- Create Tasks at Any Sales Order Stage:
This feature is available in different stages of the sales process, ensuring flexibility:
- Draft (Quotation Stage) â Plan project tasks even before confirming the order.
- Sent (Quotation Sent Stage) â Prepare tasks while waiting for customer confirmation.
- Sales Order (Confirmed Order Stage) â Convert orders into tasks effortlessly.
- Done (Completed Order Stage) â Assign final tasks after order fulfillment.
- Improved Collaboration Between Sales & Project Teams: By linking sales orders with project tasks, teams can work together more efficiently. Sales representatives can track project progress directly from the sales order.
- Boost Productivity & Reduce Manual Work: Eliminates the need for switching between multiple screens to create tasks manually. Saves time and ensures that important project tasks are not missed.
- For a closer look at how this app works, explore the screenshots below and watch the demo video. These resources will give you a clear understanding of how to create project tasks from sales orders effortlessly.
Edition Compatibility:
Enterprise Odoo.sh Community
Seamless Task Management: Create & View Tasks from Sales Quotations
Seamless Project Task Creation via Quotation Form Wizard
New Task Record Generated via Quotation Form Wizard
Generate New Project Tasks from Quotation Form Wizard
Effortlessly Create Task Records from Sales Quotation Wizard
Create a New Task Instantly from the Quotation Wizard
New Task Record Linked to Quotation Form Wizard
Streamlined New Task Creation via Quotation Form Wizard
Task Record Created Automatically on Quotation Form Wizard
New Task Created Using the Quotation Form Wizard
Project Task Record Automatically Created from Quotation Form Wizard
Smart Button for Viewing Task Records on Sales Order Form
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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