| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 540 |
| Technical Name |
sh_sale_custom_checklist |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 11.0 12.0 13.0 15.0 16.0 17.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 540 |
| Technical Name |
sh_sale_custom_checklist |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 11.0 12.0 13.0 15.0 16.0 17.0 14.0 |
Do you want a custom checklist for your sale order? The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklist. Here you can know the detail of the checklist in percentage. This module helps to divide checklist items into different stages like Completed, Cancel & Delete. cheers!
Features
Easy to import checklist through CSV and XLS file. New
You can print checklist in quotation/sale order report. New
You can create sale order checklist template and fill checklist by selecting checklist template.
You can make a default checklist and load it into the order line.
Easy to make a custom checklist in quotation/sale order.
Easy to track the work of the checklist.
You can know the detail of the checklist in percentage.
Easy to manage tasks into different stages like Completed, Cancel & Delete.
Easy to filter the complete & uncomplete checklist.
You can find different stages like Completed, Cancel & Delete with different colors.
Easy to see the checklist progress bar in kanban view.
No special configuration required, install it, use it.
This module saves your important time.
It reduces human efforts.
Version
- New Import Checklist Through CSV/XLS Feature Added.
- New Print Checklist In Quotation/Sale Order Report.
- New Sale Order Checklist Template Added
- New Load default sale checklist in the order line
- Initial Release
v 13.0.5
Import checklist menu.
Import checklist wizard, select file type & upload file. You can download sample sheet from here.
Click apply after the file is uploaded.
Success message looks like below it's shows successfully imported records.
Following checklists are imported.
v 13.0.4
Print checklist report from "Print".
Checklist report looks like this.
v 13.0.3
Go to the "Configuration" => Sale Custom Checklist Template.
Now we create a sale checklist template, checklist template form view looks like this.
Sale checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
v 13.0.2
Go to configuration select "Sale Custom Checklist" and tick "Load Default" to load that checklist by default in the order lines.
When you create new quotation/sale order it loads that default checklist in the order lines.
v 13.0.1
Enable "Sale Custom Checklist".
Go to configuration select "Sale Custom Checklist".
Write the name and description of the checklist.
You can Complete, Cancel & Delete checklist.
In the quotation list view, you can see a checklist progress bar.
In the sale order list view, you can see a checklist progress bar.
In the sale order kanban view, you can see a checklist progress bar with a percentage.
You can filter the completed and uncompleted checklist.
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