72 lines
2.8 KiB
ReStructuredText
72 lines
2.8 KiB
ReStructuredText
===========================================
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Create Projects and Tasks from Sales Orders
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===========================================
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When you sell your services, you can choose to automatically have a project/task created, helping
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you to not lose track of the work that needs to get done, streamlining the processes between teams.
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In addition to that, you are able to invoice or reinvoice clients according to the exact time
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spent on that service.
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Product set up
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==============
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| Under :menuselection:`Sales --> Products --> Products` create a new product or set up an existing
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one. Under *General Information* set the *Product Type* as *Service*. Under the *Sales* tab select
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the *Service Invoicing Policy* and *Service Tracking*.
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| If you choose to:
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| - *Create a task in an existing project*: a task is added in the first column of the selected
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project.
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| - *Create a task in sales order’s project*: a new project for each sales order of that service is
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created based on the template you have chosen.
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| - *Create a new project but no task*: only creates a new project, for each time that service is
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sold, based on the skeleton of the project template chosen.
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.. image:: media/sales_invoicing.png
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:align: center
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:alt: Choose the invoicing options on a product form under the sales tab in Odoo Project
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Confirm a quotation and have a project/task created
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===================================================
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Now, once a *Quotation* is confirmed and transformed into a *Sales Order*, a project or task
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is automatically created.
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.. image:: media/confirm_quotation.png
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:align: center
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:alt: Click on confirm in a quotation and have a task or project created for Odoo Project
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Access the task generated from Project
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======================================
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On the *Project* application, your new project and/or task (depending on the previous *Service
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Tracking* options chosen), is shown:
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.. image:: media/access_tasks.png
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:align: center
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:height: 250
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:alt: Click on tasks in the dashboard view to access them in Odoo Project
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Record the time spent and create an invoice
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===========================================
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From *Project*, access your task and document the time spent under the *Timesheets* tab.
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.. image:: media/record_time.png
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:align: center
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:alt: Access the task and under the tab timesheet record the time spent in Odoo Project
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Once the task is complete, click on *Sales Order* and *Create Invoice*.
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.. image:: media/sales_order.png
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:align: center
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:alt: Click on sales order in the task once it is complete in Odoo Project
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.. tip::
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To only invoice approved timesheets, go to :menuselection:`Timesheets --> Configuration -->
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Settings`, and enable *Approved timesheets only*.
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.. seealso::
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- :doc:`../overview/setup`
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- :doc:`../../sales/invoicing/subscriptions`
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