I am trying to work out which app would be best to use .. We need to add a customer and then be able to book a time for an on site quote. When the quote is turned into a sales we need to be able to book in a time for installation. Has any one have advice on how this could be done in odoo?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Księgowość
- Zapasy
- PoS
- Project
- MRP
To pytanie dostało ostrzeżenie
2
Odpowiedzi
805
Widoki
Field Service is really just an extension to the Projects app. So you can use Field Service features with projects as required.
You could have a Field Service project for doing quotes and then create a sales order from which Odoo can create a project - and you can book time against that task.
Or possibly you start with a sales order with a product that is set up to create a project and a (free of charge) task for the on-site quote. You need to confirm it, so it creates the project and a task. Then later if they go ahead you add more billable services (which Odoo will add as tasks to the project).
field service might work better because it will create a sales order directly when you add products to your formulary maybe a futher look into the real case would help to untestand better the requirements
Podoba Ci się ta dyskusja? Dołącz do niej!
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
Zarejestruj się| Powiązane posty | Odpowiedzi | Widoki | Czynność | |
|---|---|---|---|---|
|
2
sie 25
|
1721 | ||
|
1
kwi 24
|
2976 | ||
|
Duplicate Rule on Customer
Rozwiązane
|
|
5
maj 20
|
3891 | |
|
0
lut 19
|
2819 | ||
|
3
mar 15
|
7131 |
