Sale Order To Task v16

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Sale Order To Task v16

Community Enterprise Odoo.sh

Sale Order To Task

This module is useful to create a task from the sale order. It will help you to manage the project and task from the sale order. Easy to navigate the project and the different tasks of the sale order.

Hot Features

Task From Sale Order

Group By & Filter Sale Order Wise Tasks

Manage Project & Task of Sale Order

Features

Easy to manage tasks from sale orders.
Create a project automatically by clicking on create a task button.
Project and task smart buttons in sale order to quickly navigate.
Easy to group and filter sale order-wise tasks.
Easy to navigate from task to sale order and project to sale order.
When no specific title is provided for a project, the system will automatically use the sale order number as the project title in all associated tasks.
You can create a new task or you can update existing tasks.
This Module provides 2 functions: 1) Create Task Button and 2) Create All in one Task.
Create Task Button: This function allows you to create individual tasks based on the products listed in a sale order line.
Create an All-in-One Task Button: Instead of creating separate tasks for each product, this button creates one task that includes all the products listed in the sale order.

Create Tasks of product specified in sale order line and assign user of sale order line to task.

Choose your Customer, enter Project name in Customer Reference Field, if Customer Reference Field not given than Sales Order Number field e.g.S00022 will be taken as Project Name.

Now click on "Create Task" button,one project and tasks will be created as many as order lines. Task button widget will be useful to navigate in task.

When you press "Create Task" or "Create All in One Task" this wizard will appear that will ask to create a new task or if already created edit the task.

Redirected to Tasks list, default filter by active sales order. All tasks created as per order lines.

Task can be group by sales orders.

Product Name is set to Task name, Customer Reference is set to Project, order line User is set as Assigned To, Sales Order Name assigned in Task, Product Description of order line is set to Task description.

Sale Order Customer is set to Task Customer.

On Sale Order "Project" smart button click redirects project list view, default filter by active sale order.

Customer reference is set to Project Name, Sales Order Customer is set to project customer, Sales Order Name is assigned in project.

In Sales Order click on "Create All In One Task" button to create single task.

Choose Customer, Task Name in Customer Reference, Task Assigned user in "Task User", and click on "Create All In One Task".

One Task is created. On "Task" smart button click redirects to task list filter by active sales order.

Customer Reference set to Task Name, if not given Sales order name will be taken as Task Name,project name set.Sales Order Task User set to Assigned To, Sales Order Name is assigned, sales order Note is set to Description of Task, All Products from Sales order line is set in task.

Sales order Customer is set as Task Customer.

Also if project for sales order exist than new task mapped with project, if not than new project created by customer reference or sales order name as project name.