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!
Yeahh!! Thanks :)