Odoo Development
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Helpdesk (helpdesk)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 252 |
| Technical Name |
wb_ticket_so |
| License | OPL-1 |
| Website | https://wanbuffer.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Helpdesk (helpdesk)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 252 |
| Technical Name |
wb_ticket_so |
| License | OPL-1 |
| Website | https://wanbuffer.com |
| Versions | 17.0 18.0 19.0 |
Days Free Support
365
Custom Apps
50+
Happy Customers
254+
Year Of Experience
7+
countries
20+
Industries Served
12+
Odoo Implementation
200+
Branches
4
Community
Enterprise
Odoo.sh
Helpdesk Ticket to Sales Order
Streamline your sales process by directly connecting Support Tickets with Sales Orders. This module allows users to create new sales orders or link existing ones directly from the helpdesk ticket, ensuring seamless traceability and better collaboration between support and sales teams.
Features
1) Install the Module
Go to the Odoo Apps menu and
install the module.
2) Open a Helpdesk Ticket. You will see two new buttons in the header: Create Sales Order and Link Existing SO.
3) Click Create Sales Order to instantly generate a new SO that is automatically linked to the ticket. The specific ticket and customer details are pre-filled.
4) Alternatively, use the Link Existing SO wizard to search for and attach one or more existing sales orders to the ticket.
5) Once an SO is created or linked, the Ticket automatically moves to the SO Generated stage, notifying the team that sales process is in progress.
6) View the count of all linked Sales Orders via the Smart Button on the top right of the ticket form. Click it to view the full list.
7) Full History & Logs: All actions, including SO creation, linking, and status changes, are automatically recorded in the chatter for full traceability.
Yes, you can link as many Sales Orders as needed to a single Helpdesk Ticket. The smart button will show the total count.
No, the module syncs internal notes and messages between the SO and the Ticket for internal team visibility. Explicit messages to customers must still be sent from the ticket.
The module logs the deletion event on the linked Helpdesk Ticket's chatter, ensuring you have a record that an SO was removed.
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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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