Hello,
I'm new in Oddo (V17) I have some questions regarding some basic features:
-How can I link a quotation to a projet?
-Can I generate an invoice from several expeditions ( IN/OUT ) without creating a quotation?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Financeiro
- Inventário
- PoS
- Projeto
- MRP
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1. Is it possible to create service-type products in Odoo with different Invoice policies and options for what should happen when confirming the sales order:
it is also possible to link Tasks to existing sales order lines ( if the project is configured as "billable"):
2. It's not possible to create invoices directly from shipments, since shipments don't have financial information. However, if the shipments are related to Purchases or Sales Orders, it's easily possible to create Invoices/Bills from several Orders from the same customer/vendor
To create project from Sales Order, define the product as type ‘service‘ and set create on order field to ‘project’
It is possible to create invoice from an existing sales order by modifying it, or directly creating an invoice from accounting app.
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