- Teams
- Leads
-
Sales
-
Sales Basics and Your First Quotation | Odoo Sales
-
How to send quotation by email
-
How to set default terms and condition for every new quotation?
-
How to set default taxes on products, sales order and invoice
-
Product Variants | Odoo Sales
-
Online Quotation | Odoo Sales
-
Delivery Prices | Odoo Sales
-
Delivery Lead Times | Odoo Sales
-
Dropshipping | Odoo Sales
-
Odoo V13 - How to Add the Delivery Address To a Dropship Order
-
Pricelists - Multiple | Odoo Sales
-
Pricelists - Computed | Odoo Sales
-
Blanket Orders:Back Orders - Odoo
-
Sections on sales orders, sort products in sections with subtotals and page-breaks
-
-
Discount and Pricelist
-
Compute margin on sale order
-
How to set default taxes on products, sales order and invoice
-
How to adapt product price based on customer segment? (e.g. Retailer or Distributor)
-
How to adapt product price based on customer country or location? (e.g. Price in € or $)
-
How compute and apply discount automatically based on the pricelist?
-
Compute sell price and margin based on product cost price (AVCO costing method).
-
Define the product sales price per company
-
Odoo V12 - Automatically Assigning Pricelists
-
- Unit of Measure
- Prices for B2B and B2C
- Tasks
- Subscriptions
How to create task from sales order and invoice based on timesheet?
In project management, a task is an activity that needs to be accomplished within a defined period of time. For a company selling services, the task typically represents the service that has been sold to the customer and that needs to be delivered. This is why it is useful to be able to generate a task from a sale order in order to streamline the process between the Sales and Services departments.
As an example, you may sell a pack of 5 Days of Consulting Service at $120 / Day. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer. On the sale order, the service will trigger the creation of a task from which the consultant will record timesheets and, if needed, reinvoice the client according to the overtime spent on the project.
As an example, you may sell a pack of 5 Days of Consulting Service at $120 / Day. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer. On the sale order, the service will trigger the creation of a task from which the consultant will record timesheets and, if needed, reinvoice the client according to the overtime spent on the project.
Views | |
---|---|
946 | Total Views |
1 | Members Views |
945 | Public Views |
Share by mail
Please login to share this video by email.