Sales Order Start Date and End Date
Link sales orders with task management and calendar events by adding Start Date and End Date
Sales Order Start Date and End Date
Link sales orders with task management and calendar events by adding Start Date and End Date
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
In traditional Odoo setups, users often encounter a notable absence of integration between task timing/calendar events with sales processes.
CLUEDOO BEHAVIOUR
Cluedoo's solution bridges this gap by introducing a comprehensive enhancement to sales order with start date-end date module.
MODULE
Feature streamlines task management by automatically creating tasks associated with sales orders, complete with predefined start and end times derived from the corresponding sales order lines.
Users can now also link calendar events to SO Lines, automatically populating start and end dates from the associated events.
HOW TO USE THIS MODULE?
Start date - End date linked to Task
1.
Create a Sales order with a service product.
Input the project's timeframe by completing the "Start date" and "End date" fields.
Once Sales order is confirmed, a task will be automatically generated.
Noted: product created on project & task
2.
The planned date of the task will automatically adopt the dates specified on the Sales Order Line.Website appointments linked to Sales order line.
1.
Once a client confirmed an appointment via website.
2.
The appointment time will be automatically logged in the Sales Order's "Start date" and "End date" fields.
3.
The start date and end date in meetings will also be inherited accordingly.
