Skip to Content
Menú
This question has been flagged
1 Respondre
2904 Vistes

Hi everyone,

I’m using Odoo 18 and I would like to automatically create projects based on sales orders. My goal is to streamline the workflow, so that when a sale is confirmed, a related project is generated with tasks based on the products or services sold.

Could anyone guide me on how to integrate the Sales module with the Projects module? Specifically, I would like to know:

  • How to configure the system to create a new project for each sale.
  • How to ensure that the project structure (tasks, milestones) reflects the items or services in the sales order.
  • Any recommendations on customizations or workflows that could help achieve this.

Thanks in advance for your help!

Avatar
Descartar
Autor

Yeahh!! Thanks :)

Best Answer

Create product master 

Avatar
Descartar
Related Posts Respostes Vistes Activitat
0
d’ag. 18
5081
1
de març 16
4872
0
de març 15
3633
3
de març 15
8437
0
de març 15
3980