İçereği Atla
Menü
Bu soru işaretlendi
1 Cevapla
3176 Görünümler

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!

Avatar
Vazgeç
Üretici

Yeahh!! Thanks :)

En İyi Yanıt

Create product master 

Avatar
Vazgeç
İlgili Gönderiler Cevaplar Görünümler Aktivite
0
Ağu 18
5256
1
Mar 16
5017
0
Mar 15
3745
3
Mar 15
8604
0
Mar 15
4105