I am trying to work out which app would be best to use .. We need to add a customer and then be able to book a time for an on site quote. When the quote is turned into a sales we need to be able to book in a time for installation. Has any one have advice on how this could be done in odoo?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project
- MRP
This question has been flagged
Field Service is really just an extension to the Projects app. So you can use Field Service features with projects as required.
You could have a Field Service project for doing quotes and then create a sales order from which Odoo can create a project - and you can book time against that task.
Or possibly you start with a sales order with a product that is set up to create a project and a (free of charge) task for the on-site quote. You need to confirm it, so it creates the project and a task. Then later if they go ahead you add more billable services (which Odoo will add as tasks to the project).
field service might work better because it will create a sales order directly when you add products to your formulary maybe a futher look into the real case would help to untestand better the requirements
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign upRelated Posts | Replies | Views | Activity | |
---|---|---|---|---|
|
2
Aug 25
|
1705 | ||
|
1
Apr 24
|
2972 | ||
Duplicate Rule on Customer
Solved
|
|
5
May 20
|
3886 | |
|
0
Feb 19
|
2810 | ||
|
3
Mar 15
|
7115 |