Skip to Content
Odoo Menu
  • Prihlásiť sa
  • Vyskúšajte zadarmo
  • Aplikácie
    Financie
    • Účtovníctvo
    • Fakturácia
    • Výdavky
    • Tabuľka (BI)
    • Dokumenty
    • Podpis
    Predaj
    • CRM
    • Predaj
    • POS Shop
    • POS Restaurant
    • Manažment odberu
    • Požičovňa
    Webstránky
    • Tvorca webstránok
    • eShop
    • Blog
    • Fórum
    • Živý chat
    • eLearning
    Supply Chain
    • Sklad
    • Výroba
    • Správa životného cyklu produktu
    • Nákup
    • Údržba
    • Manažment kvality
    Ľudské zdroje
    • Zamestnanci
    • Nábor zamestnancov
    • Voľné dni
    • Hodnotenia
    • Odporúčania
    • Vozový park
    Marketing
    • Marketing sociálnych sietí
    • Email marketing
    • SMS marketing
    • Eventy
    • Marketingová automatizácia
    • Prieskumy
    Služby
    • Projektové riadenie
    • Pracovné výkazy
    • Práca v teréne
    • Helpdesk
    • Plánovanie
    • Schôdzky
    Produktivita
    • Tímová komunikácia
    • Schvalovania
    • IoT
    • VoIP
    • Znalosti
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Priemyselné odvetvia
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Reštaurácia
    • Fast Food
    • Guest House
    • Beverage distributor
    • Hotel
    Reality
    • Real Estate Agency
    • Architecture Firm
    • Konštrukcia
    • Estate Managament
    • Gardening
    • Property Owner Association
    Poradenstvo
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Výroba
    • Textile
    • Metal
    • Furnitures
    • Jedlo
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware and Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Iní
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Komunita
    Vzdelávanie
    • Tutoriály
    • Dokumentácia
    • Certifikácie
    • Školenie
    • Blog
    • Podcast
    Empower Education
    • Vzdelávací program
    • Scale Up! Business Game
    • Visit Odoo
    Softvér
    • Stiahnuť
    • Porovnanie Community a Enterprise vierzie
    • Releases
    Spolupráca
    • Github
    • Fórum
    • Eventy
    • Preklady
    • Staň sa partnerom
    • Services for Partners
    • Register your Accounting Firm
    Služby
    • Nájdite partnera
    • Nájdite účtovníka
    • Meet an advisor
    • Implementation Services
    • Zákaznícke referencie
    • Podpora
    • Upgrades
    ​Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Získajte demo
  • Cenník
  • Pomoc

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Účtovníctvo
  • Sklady
  • PoS
  • Projektové riadenie
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
Pomoc

Sales Order Follow up

Odoberať

Get notified when there's activity on this post

This question has been flagged
odoo16features#Sales
2 Replies
2682 Zobrazenia
Avatar
Alfonso Aldape Miguel

Our sales process is composed of 5 or more activities.

We want to use the Kanban view to visualize the order in function of the activities however, Odoo doesn’t show a kanban group filter by activity on sales orders (sales – orders – orders).

Is there a way to incorporate such view? If not, any suggestions on a work around.

 

Thanks

A

0
Avatar
Zrušiť
Avatar
Altela
Best Answer

Hi, since activity is dynamically created by users as to-do's, Odoo is definitely couldn't track it based on the to-do's summary because what user fill can be different to each other. What Odoo can track as category is a fields defined inside the Sales Order form view.


The workaround might be using alternative like "tags" field as picture below. here i am defining a tags on this sales order

back to the sales order menu, you can later group using custom group and select the tags. 


Once you group by tags, change the view into kanban. Thus, the SO will be categorized like this.

To save you from hassle to re-filtering things, you can try to save current search as "Activity" and share it by all users.

So, when you go back to Sales order menu view you can just click on "Favorite" and click on "Activity". You can later switch to kanban view again


This is the alternative solution on how you can track your activity in sales order. The whole process will require user whom assigned with activity to manually assign the tags. If you require to make things automatically, development of a custom module is needed. Moreover, the custom development might can be having a better solution and precise rather than this alternative solution.


Hope this helpful, best regards

Altela (altelasoftware.com)

1
Avatar
Zrušiť
Avatar
Jaideep
Best Answer

Users could directly click on the activities icon top right to view their assigned activities


Or alternate could be to use advanced filter 'My Activity deadline' is 'set' and then group by order date or delivery date etc. 

Further filter within a group is possible by clicking on the progress bar top row

Limitation is that this filters SOs where the 'user' has an assigned activity and not all SOs which have activities associated. 

The activities view, lists all SOs with associated activities and is sort by activity deadline. (earliest on top)

  

Not to forget an SO can have multiple associated activities


0
Avatar
Zrušiť
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Registrácia
Related Posts Replies Zobrazenia Aktivita
Disable 'create' suggestions in the 'sales quotations' add new product or customer Solved
odoo16features #Sales
Avatar
Avatar
1
feb 24
1696
Filter for current month in sales app??! Solved
odoo16features #filter #Sales
Avatar
Avatar
Avatar
2
okt 25
2558
DeprecationWarning: The longpolling-port is a deprecated alias to the gevent-port option, please use the latter Solved
odoo16features
Avatar
Avatar
Avatar
Avatar
Avatar
5
sep 25
24822
How to Add wizard under print button inside the form view.
odoo16features
Avatar
Avatar
Avatar
Avatar
3
aug 25
3787
How to add @api.onchange in _get_view() method odoo 16
odoo16features
Avatar
Avatar
1
máj 25
3699
Komunita
  • Tutoriály
  • Dokumentácia
  • Fórum
Open Source
  • Stiahnuť
  • Github
  • Runbot
  • Preklady
Služby
  • Odoo.sh hosting
  • Podpora
  • Vyššia verzia
  • Custom Developments
  • Vzdelávanie
  • Nájdite účtovníka
  • Nájdite partnera
  • Staň sa partnerom
O nás
  • Naša spoločnosť
  • Majetok značky
  • Kontaktujte nás
  • Pracovné ponuky
  • Eventy
  • Podcast
  • Blog
  • Zákazníci
  • Právne dokumenty • Súkromie
  • Bezpečnosť
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo je sada podnikových aplikácií s otvoreným zdrojovým kódom, ktoré pokrývajú všetky potreby vašej spoločnosti: CRM, e-shop, účtovníctvo, skladové hospodárstvo, miesto predaja, projektový manažment atď.

Odoo prináša vysokú pridanú hodnotu v jednoduchom použití a súčasne plne integrovanými biznis aplikáciami.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now