Sale Project
by Viindoo
| Lines of Code | 83 |
| Technical name | viin_sale_project |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_sale_project |
| Read description for | v 13.0 v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Project (project) Invoicing (account) Employees (hr) Sales (sale_management) |
| Extensions | Sale Project Technician |
Demo video: Sale Project
Problems
By default, if the project managers are not granted access to Sales Management, they will not have access to read sales orders and sales order lines of the corresponding project. This makes it difficult to search, re-check the scope of the project, price or other terms related to this order. But if they are granted access to Sales Management, they can read other sales orders. And the manager will not allow it.
Solutions
We provide the feature to grant the project managers reading access to the sales orders and sales order lines of which the corresponding projects.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_sale_project.
- Press Install.
Instructions
Instruction video: Sale Project
Step 1: Create products with some information:
- Product Type: Service
- Create on Order: Project & Task
Step 2: Navigate to Sales > Orders > Quotation, create a quotation with the above product. After that, press Confirm.
Step 3: Navigate to Projects app. Here, the system will create automatically a Project and Task. Set project manager for this project:
Step 4: As the Project Manager: Choose the task, at the Chatter area, you can see the linkage of sales order. Press this linkage to see the sales order and the sales order lines.
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.
Thông báo bản quyền và chấp thuận nêu trên buộc phải được bao gồm trong tất cả các bản sao hoặc các phần quan trọng của Phần mềm.
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