Ir al contenido
Menú
Se marcó esta pregunta
2 Respuestas
690 Vistas

Hi


Is there any way to track the hours spent in making a quotation in Odoo..?

Avatar
Descartar
Mejor respuesta

Odoo doesn’t track time directly on quotations by default. However, it provides Timesheet and Project integration that you can adapt for this use case.

Step-by-Step Solution

Option 1: Link Quotations to a Project Task

  1. Enable Project and Timesheets:
    • Go to Apps → Install Project and Timesheets.
  2. Create a Project for Pre-Sales Activities:
    • Project name: Quotations / Sales Engineering
  3. Automatically Create a Task per Quotation:
    • Customize the sale.order model using Studio or custom module:
      • Add a button: “Create Task”
      • Link task to a predefined project.
      • Assign task to the salesperson.
  4. Log Time on That Task:
    • Use the Timesheets app to log time spent on the quoting task.

Option 2: Custom Field for Manual Input

  • Add a custom float field like quote_hours_spent on sale.order.
  • Use it to enter hours manually if full timesheeting is not needed.

Avatar
Descartar
Mejor respuesta

There is no functionality for tracking the hours spent; However, you need a customized module.

Avatar
Descartar
Publicaciones relacionadas Respuestas Vistas Actividad
1
jul 25
572
2
jul 25
804
1
jul 25
661
1
jul 25
636
2
jul 25
661