Sale Project Technician
by Viindoo
| Lines of Code | 478 |
| Technical name | viin_sale_project_technician |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_sale_project_technician |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Project (project) Invoicing (account) Discuss (mail) Employees (hr) Sales (sale_management) |
| Included Dependencies | Sale Project |
Sale Project Technician
Assign the Tech Lead for project and grant permission to read the sales order and sales order lines.
Allow the project manager to assign a user to be the lead technician on a project. Grant lead technician access rights to read the sales orders and sales order lines of related projects. Search for projects with an assigned lead technician by different criteria.
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Assign the Tech Lead for project and grant permission to read the sales order and sales order lines
Select lead technician
Lead technician's view of the sales order
Grant project user access rights
Search projects with an assigned lead technician
See Sale Project Technician in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Sale Project Technician?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Who Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
Installation
- Navigate to Apps.
- Search with keyword viin_sale_project_technician.
- Press Install.
Instructions
Example
A company has a project for warranty, Nguyễn Văn B is Project Manager and Nguyễn Văn A is the Lead Technician of this project.
On the general settings of this project in the Project app, assign Nguyễn Văn A as the Lead Technician. After adding all the necessary information, Nguyễn Văn A will be able to view details of the sales order related to the project.
Usage
Step 1: Grant access rights.
Navigate to Settings > General Settings > Manage Users and grant the Project User access rights to Nguyễn Văn A.
Step 2: Create project from a sales order.
Note: The product selected on the sales order should have the Project & Task created upon the creation.
Step 3: Assign Nguyễn Văn A as the Lead Technician of the project.
Assign the role to Nguyễn Văn A.
Log in to Nguyễn Văn A's account to view the sales order.
Step 4: Find projects that already have assigned lead technicians.
Example: You can search for projects that already have a lead technician in charge.
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).
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The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
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