Hi All,
I'm currently using Odoo 12 CE and it's working beautifully on my own hosted platform. I have a unique situation... I have customers that can purchase pre-paid service hours and I need to be able to track how many have been purchased and also how many have been used. Ideally I'd like to do the following:
Create custom fields for "block_hrs_onsite_remaining" and "block_hrs_remote_remaining" that will be linked to the *COMPANY* and should be viewable on the company record and any employees of this company records/views.
These two fields should be integers, with only two decimal points (XXX.XX)
Ideally, I'd like to be able to *sell* this item to the customer in increments via two different part numbers.. one for remote_block_hours and one for onsite_block_hours.
When selling to a customer via invoice, I'd enter the QTY for the number of hours they're purchasing, and when payment is complete, it should add this number to the fields listed above, automatically.
Whenever a customer has a service request and I create an invoice, it should automatically deduct from this field. And ideally, I'd like to display the number of remaining hours for both fields on the invoice (both pre-service call and post-service call)
Ideally, I'd like to also set up an alert whenever I create a service request / invoice whenever the customer reaches a certain threshold. But this could be optional.
I honestly don't really care *how* it gets implemented, so long as it's fairly automated. Right now, I have to do everything manually in terms of updating totals, adding totals to a *manual* field in the customer record. And it's EASY to get messy.
BTW... I'm a somewhat newbie with Odoo so please explain as simply as possible...or if someone would like to hop into my screen with screen-share session please PM me so we can set up time to look at this.
Any questions, feel free to ask.
Did you think about a corresponding service product with creating a task and tracking time? I'm not sure how it works in Odoo 12.0, but you may want to check.