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.