Sales - Task Auto Analytic account

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Allows the previously created project & tasks and recorded hours to be linked to future sales orders.

US$ 15.00 15.0 USD US$ 15.00 VAT Excluded

US$ 15.00 VAT Excluded

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    Sales - Task Auto Analytic account

    Allows the previously created project & tasks and recorded hours to be linked to future sales orders.

    US$ 15.00 15.0 USD US$ 15.00 VAT Excluded

    US$ 15.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      STORY BEHIND THE FEATURES

      ODOO BEHAVIOUR

      Odoo Standard process is Quotation -> Sales Order -> Project and Task.
      So, the project and task is created automatically at the quotation confirmation.

      CLUEDOO BEHAVIOUR

      In many case, time is consumed, for example, for pre-sales tasks, before clients decide to use service. Therefore it requires creating project & task to record time ahead of confirmed quotation.

      Cluedoo module allows the previously created project & tasks and recorded hours to be linked to future sales orders.

      USE CASE

      In a pitching process for ERP implementation, the pre-sales phase consumes 10 hours. So it's a key point to create project & task prior to quotation confirmation to track these hours.

      DEPENDENCIES

      Project/Task Template
      Task Analytic Account from Sales
      Recommend combine with CRM: Opportunity to Project 

      for full optimization from Opportunity -> Project/task->Sales Order

      OUR FEATURES AS SOLUTION

      Analytic Account on Sale Order Line


      HOW TO USE THIS MODULE ?

      Key set-up

      1. Setup Project Template and Task Template
      - How to do: please refer to module Project/Task Template

      For use case, 1 Project template called "ERP implementation - project template" was setup with 1 task template inside.
       


      2. Configure product:


      - Product Type: Service
      - Invoicing policy: Based on Timesheets
      - Create on Order: Project and Task
      - Project Template: select Project Template setup above

      - Task Template: select Task Template setup above
       


      Scenario 1 (Solution to Use case): Project and task created prior to quotation confirmation.

      Action 1:  Create a new Project from "ERP implementation - project template"

      Result: 
      1. On the newly created project's settings, an analytic account was auto-generated. 
       

       


      2. The new task inside new project was generated based on task template.

      - Task's AA is project's AA
      - At the moment, the task has not been assigned a specific Sales Order










      Action 2: Input consumed time for pre-sales on task's timesheet tab.