Project and Timesheets

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How can I create an order from a project

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Jean NELSON

Hi, 

Here's the story, my sales team is sketching a project for a customer, we're forecasting tasks and time needed for each tasks to come up a great business proposal. 


We're in a hurry, we give a call to our prospect to pitch our proposal. The prospect agrees to the proposal and asks for a pro forma quote. 

If you can generate orders on tasks, you might be able to generate orders on projects ? 

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2 Semua Jawaban
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Jean NELSON
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Hi Keli, I'm looking to do the opposite. I want a project to turn into a SO. 

Is that possible ? 

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Keli Brugalli (kbr)
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Oh oops!

Yes, that is possible :) Projects that are not configured to create "Bill from tasks", allow SO's for the project itself, and you can choose the billing type to be at a project or employee rate.

Cheers!

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Keli Brugalli (kbr)
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Hello, Jean!

Yes, you are able to generate a SO for a project. So, when configuring the product, you can choose the service tracking to create a new project but no task.

I hope I could have helped.

Cheers,

Odoo eLearning Team. 

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