콘텐츠로 건너뛰기
메뉴
커뮤니티에 참여하려면 회원 가입을 하시기 바랍니다.
신고된 질문입니다
1 회신
3414 화면

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!

아바타
취소
작성자

Yeahh!! Thanks :)

베스트 답변

Create product master 

아바타
취소
관련 게시물 답글 화면 활동
0
8월 18
5330
1
3월 16
5061
0
3월 15
3802
3
3월 15
8687
0
3월 15
4180