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Quick Sales & Project Control

by
Odoo

$ 1414.29

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Invoicing (account)
• Discuss (mail)
• Sales (sale_management)
• Employees (hr)
• Expenses (hr_expense)
• Accounting (accountant)
• Purchase (purchase)
• Timesheets (timesheet_grid)
Community Apps Dependencies
Lines of code 5446
Technical Name fal_ordered_consumed_analytic_line
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-ctr-0010-quick-sales-project-control-5560
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Invoicing (account)
• Discuss (mail)
• Sales (sale_management)
• Employees (hr)
• Expenses (hr_expense)
• Accounting (accountant)
• Purchase (purchase)
• Timesheets (timesheet_grid)
Community Apps Dependencies
Lines of code 5446
Technical Name fal_ordered_consumed_analytic_line
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-ctr-0010-quick-sales-project-control-5560

ODOO'S FUNCTION

In Odoo, there is no automatic calculation of timesheet revenue per employee on a task form. Additionally, there is no built-in project task timesheet control functionality.


CLUEDOO'S FUNCTION

With CLuedoo, timesheet revenue is automatically calculated as employees fill in their timesheets in tasks. Cluedoo also introduces full project task timesheet control.

  • Automatic calculation of timesheet revenue per employee upon timesheet entry
  • A new Controlling tab is added to the Project Task form for improved task monitoring and control
  • A new Analytic Lines Tab is added to the Task form, which lists all analytic items of the assigned Analytic Account



1

Go to Employees > Access an employee form > There is a new field Timesheet Revenue > Fill the timesheet revenue for the employee


Ex: For Employee: Abigail Peterson, i set Timesheet Revenue to 10

2

Go to Analytic Account > Create a new Analytic Account/ Access an existing one > Access Plan > Access Analytic Plan Category > Make sure the Type is set to Project


3

Go to Tasks > Creating a new Task/ Access an existing one > Assign a Project > Select the configured Analytic Account in Analytic Distribution

4

On the Timesheet Tab > Add new lines with the configured Employee and Input the Time Spent > Move to the Controlling Tab > Can see the calculated Consumed Timesheet using the following formula:


Consumed Timesheet = Timesheet Revenue * Time Sent (3*10 = 30)

    • Timesheet Revenue: Set up on the Employee form
    • Time Sent: Set up in the Timesheet


Note:

  • Whenever adding new Timesheets/ modifying Time Spent on Task, the Consumed Timesheet will be recalculated immediately
  • When changing Timesheet Revenue on the Employee Form, the created Consumed Timesheet will remain



5

In the Analytic Lines Tab, all Analytic Items of the assigned Analytic Account are listed here


Note :

  • Whenever a new analytic item is created, it will be immediately updated in this Tab
  • If the Type of the Analytic Plan Category is not Project , all Analytic Items of the assigned Analytic Account won't be displayed, and the calculated values won't be visible in the Controlling tab


6

Come back to the configured Analytic Account form > Click on Cost/ Revenue button > Group by Type > The data of each field in the Controlling Tab is equal to the one of the Amount column, depending on the Type :


  • Ordered Amount = Type "Sale" = 250
  • Purchase Amount = Type "Purchase" = 55
  • Expense Amount = Type "Expense" = 289.57
  • Remaining Amount = Ordered Amount - (Consumed Timesheet + Purchase Amount + Expense Amount)


Note:

  • All data in the Controlling Tab except for Remaining Amount is always positive
  • All data is updated immediately whenever there are new changes

​ 

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,
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