Sale Order To Task
This module 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 to the project and the different tasks of 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.
Version 17.0.1 | Released on : 1st December 2023
- 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).
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.