| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 147 |
| Technical Name |
eg_so_task |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Sale Order Task
The Sales Order Task Manager module allows users to create and manage tasks directly from sales orders. This module facilitates project management by linking tasks to specific sales orders, enabling easy navigation between projects and their associated tasks.
Highlight Sale Order Task
Create tasks from sales orders seamlessly
Efficiently manage projects and tasks related to sales orders
Easy navigation between tasks and sales orders
Features
Screenshots
Support
Service
Features
Create Tasks from Sales Orders:
Easily generate tasks for each product in a sales order with one click.
Custom Project Naming:
View Active Tasks:
Quickly access a list of tasks linked to active sales orders.
Task Details:
Each task automatically includes product details, customer information, and assigned users.
Set Task Customers:
Assign the sales order customer to the task for clear identification.
Create All Tasks at Once:
Use the "Create All In One Task" button to combine all order lines into a single task.
Filter and Organize Tasks:
Easily filter tasks by active sales orders to find what you need quickly.
Screenshot
1) Sale Order Form View:
Users can create tasks for the products in the sales order line. The "Create Task" button generates tasks corresponding to order lines.
Navigation : Sales → Orders → Quotations
2) Project Naming:
Users can enter the project name in the Customer Reference field. If left blank, the Sales Order Number is used as the project name.
3) Task Kanban View:
Users are redirected to the tasks list, filtered by active sales orders, showing all tasks created from order lines.
Navigation : Sales → Orders → Quotations →Tasks
4) Task Form View (Task Details):
Product name is set to the task name, customer reference to the project, and the user from the order line is assigned.
5) Task Form View (Customer Information):
Displays the sales order customer set as the task customer.
6) Project Form View:
Customer reference and sales order customer details are set for the project, along with the sales order name.
7) Sales Order Form View (Create All In One Task):
Users can create a single task for all order lines by clicking the "Create All In One Task" button.
Navigation : Sales → Orders → Quotations
8) Sales Order Form View (Task Details):
Users enter the task name in the Customer Reference field and assign a user before creating the task.
Navigation : Sales → Orders → Quotations
9) Task Form View (Task Creation):
This screen shows the details of a new task, with the Task Name set to the Customer Reference or the sales order name if missing. The Assigned To user and the Sales Order Name are linked, and the Sales Order Note serves as the task description. All related products from the sales order are included, and you can click the "Task" smart button to return to the filtered task list.
10) Task Form View (Customer Information):
Displays the sales order customer set as the task customer.
User Guide
Suggested Products
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.
Please log in to comment on this module