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Business Flow: Consulting Services

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In this video, learn about project management in Odoo. This business flow uses a fictitious architectural consultancy company to show how projects and tasks can be created at the confirmation of a sales order, how time can be tracked, and how expenses can be encoded directly in the sales order. At the end of the project, everything is set and recorded, ready to be invoiced.

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1. If you want a project and tasks to be created when a sales order is confirmed, which of the following service tracking options do you need to pick?
Create a task in sales order’s project. Create a new project but no task. Create a task in an existing project. Timesheet on tasks.
2. The timesheet hours recorded at tasks are shown in which of the following columns in the sales order?
Invoiced. Quantity. Delivered. None of the above.
3. When configuring Expense Products, what are the Re-invoice options available?
No reinvoicing. At cost. Sales price. All of the above.
4. My company chooses to invoice clients in batches, at the end of the month. When creating a batch, can I choose a specific timesheet period?
No, only when creating individual invoices, not in batches. Yes, when creating invoices in batches, a specific timesheet period can be chosen. Yes, by selecting the option ”Timesheet/Batches” in the settings.