Odoo Apps Project Sales
| Technical name | to_odoo_module_sale_project |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_odoo_module_sale_project |
| Read description for | v 11.0 v 12.0 v 16.0 v 13.0 v 14.0 |
| Required Apps | Discuss (mail) Project (project) Invoicing (account) Employees (hr) Sales (sale_management) |
| Included Dependencies | Odoo Apps Management Git Project Management Git Management Viindoo Base Odoo Versions Management SSH Keys Management Product Licenses - Sales Product Licenses Config Management Product Odoo Version Git Branch Odoo Version Token Expiration Odoo Apps Sales |
What it does
- Do your customers have any orders for customized modules?
- Do you want consumers to have the best experience possible when downloading customized modules?
- By default, Odoo Apps are not assigned to Project Tasks and your customers cannot download the customized module in the My Purchased Apps section. As a result, the sales process becomes inconvenient.
This module will help you sell your development/customization services and allow customers to download the apps developed according to their orders.
Key Features
- Assign Odoo Apps to Project Tasks
- Customers can download apps related to project tasks that have been invoiced and get paid
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_odoo_module_sale_project.
- Press Install.
Instructions
Instruction video: Odoo Apps Project Sales
1. Create a project and configure a time-based service product
After installing the module, create a new project named Feature Customization then set up log time on tasks.
Navigate to Sales > Products > Products, press Create to create a new product. Set up the following information:
- Product Name: Customization Service;
- Product Type: Service;
- Invoicing policy: Based on Timesheets;
- Create on Order: Task;
- Project: Select the Feature Customization project.
Press Save to complete this step.
2. Create a sales order for the service
Navigate to Sales > Sales Order > Quotations, press Create to create a new sales quotation in the Sales app. From here, select the Customization Service product and the number of hours that your customer wants to purchase.
Once all the information is completed, press Confirm. At this moment, a task in the Feature Customization project is automatically created and named according to the template: SO Reference - Customization Service.
3. Configure the new module to be developed and log timesheets
Go to the Feature Customization project in the Project app, find the task attached to the sales order, select a git repo, git branch, and the Developed Odoo Module info. With the Project Administrator access rights, you can assign tasks to your team members.
The task assignees press Log Timesheet when start working on the task to have their actual working time recorded automatically on said task.
Note: You can log the timesheet by pressing Add a line, and add the task description and worked hours on the Timesheets tab.
4. Create a service invoice and record payment
When you finish a task, on the sales order, you can view the total working hours recorded on the system.
Press Create Invoice. After checking all the information on the invoice, press Confirm and register your customer's payment.
5. Customers download the finished module
Your customer can download the customized module in the My Purchased Apps section on Viindoo ERP software once they are granted the portal access.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.