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Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 closes odoo/documentation#2006 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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===========================================
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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:: so_to_task/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:: so_to_task/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:: so_to_task/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:: so_to_task/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:: so_to_task/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:`/applications/sales/sales/invoicing/subscriptions`
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