Sale Order custom Checklist
Do you want a custom checklist for your sale order? The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklist. Here you can know the detail of the checklist in percentage. This module helps to divide checklist items into different stages like Completed, Cancel & Delete. cheers!
Related Modules
Hot Features
Features
- Easy to import checklist through CSV and XLS file.
- You can print checklist in quotation/sale order report.
- You can create sale order checklist template and fill checklist by selecting checklist template.
- Easy to make a custom checklist in quotation/sale order.
- Easy to track the work of the checklist.
- You can know the detail of the checklist in percentage.
- Easy to manage tasks into different stages like Completed, Cancel & Delete.
- Easy to filter the complete & uncomplete checklist.
- You can find different stages like Completed, Cancel & Delete with different colors.
- Easy to see the checklist progress bar in kanban view.
Enable 'Sale Custom Checklist'.
Go to configuration select 'Sale Custom Checklist'.
Write the name and description of the checklist.
Sale checklist list view looks like this.
Go to the 'Configuration' => Sale Custom Checklist Template.
Now we create a sale checklist template, checklist template form view looks like this.
Sale checklist template list view looks like this.
You can group by checklist templates.
Now we fill the checklist by selecting the checklist template, When we select checklist
template, it adds a record by default.
Sale checklist with state New, Completed and Cancelled. Click on Check Icon To Complete
Checklist & Cancel Icon to Cancel Checklist.
Checklist completed percentage on list view, You can filter checklists by complete/Uncomplete checklist.
Checklist completed percentage on kanban view.
Checklist report looks like this.
Import checklist menu.
Import checklist wizard, select file type & upload file. You can download sample sheet from here.
Click apply after the file is uploaded.
Success message looks like below it's shows successfully imported records.
Following checklists are imported.
Version 20.0.1.0.0 | Released on : 15th September 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
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