Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
we want to change the way our automatic workflow from Quote to Invoice
Currently it is;
- Client accepts
- Converts to Sales Order
- Create Invoice
We want; 1. Quote 2. Supplier quote 3. Client accepts 4. Process order with Supplier 5. (in which) - automatically creates a Task 6. Task complete goes into "Order lines to Invoice" 7. once invoice created 8. Done
I hope this makes sense, if anyone can talk me through how to set this up it would be a great help. I can see the workflows under the settings but didn't want to change anything until I know for sure.
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 4/16/14, 12:07 PM|
|Seen: 691 times|
|Last updated: 3/16/15, 8:10 AM|