Creation of Sales Order from Project in Odoo 13
Odoo Project Management allows a user to create and manage a project with a team, with innovative and modern tools to better visualize the project’s progress. Fully integrated with other apps, you can, schedule, plan and analyze group tasks for any kind of business. Odoo Project enables the real-time management of projects. From the signing of the contract to the final billing, teams are assisted in completing their tasks with Odoo’s efficient planning tool. In this Blog, you are going to discuss “Creation of Sales Order from Project in Odoo 13”.
First of all. you can install the Project module in your database.
Suppose let us create a new project named Odoo 13 Customization.
Go to Project -> Configuration -> Project and click on the Create button.
After creating the new project now, open the project to create the sales order.
Under this field, you can see all the details of the project and creating the sales order. Upon clicking the button, a pop-up window will appear on this page. Now fill the following required fields like Project name, Customer, Service, Billing Type, Unit price, etc. By default, In Odoo Billing type is divided into two types: At employee rate and At project rate.
At employee rate: The bills are calculated based on timesheet cost of the employee
At Project rate: The cost amounts to the fixed cost of the project.
After creating the sales order at that time you can create the Invoice of the customer, depends on the timesheets and tasks.
After clicking on the Create Sales Order button now you can see the Sale order will get created.
Whenever you want to check the Project at the moment in time. At that time you can click on the Invoicing tab and click on the Sales Order.
After clicking on the Sales order that you have created like S0038 under the Invoicing tab. In sales order now you can view the two options like Project Overview, Tasks.
After clicking on the Project Overview button at that time, you can view the complete details of the project like invoice details, hours recorded and profitability, time by people, timesheet and forecasts, etc.
Whenever you want to contain some data any timesheet for the project, so you can create the tasks under your project and fill the following required fields like Project Name, Assigned to, Deadline, Tags. Under Timesheets fields you can fill the following fields like Planned hours, Progress, Date, Employee, Description, Duration, etc.
After creating the tasks under the projects and you have entered the timesheet for it. Now go to the Sales Order and click on the Create Invoice button, at that time an invoice will be developed based on the project timesheet. The unit price will be the same at the same time the creation of the sale order from the project.
After the invoice is generated at that time, you can validate and do register payment against this invoice. Go to the sales order and click on the Project Overview button to see the complete details of the timesheet, task details, and invoices. In the Project Overview tab you can see the following details like hours recorded and profitability, time by people, timesheets, and forecasts, etc.