Se rendre au contenu

Sale Title & Project Phase

Add "Create on Order" and "Project Phase" fields on sales order lines
42,96 € 42,96 € (Hors taxes)
US$ 50,00 (Hors taxes)

  • Versions
Conditions générales
Garantie satisfait ou remboursé de 30 jours
Livraison : 2-3 jours ouvrables

ODOO'S FUNCTION

  • Provides task names within the Project app.
  • Lacks a dedicated “reference” field to standardize documentation or align with external systems.
  • Does not link sales orders to project phases (“create on order” / “project phase”), making tracking and audits less structured.

CLUEDOO'S FUNCTION

1️⃣ Adds a Reference field in the Project app for better documentation, auditing, and cross-system alignment.
2️⃣ Connects sales orders directly to project phases using “create on order” / “project phase” fields.
3️⃣ Improves visibility and coordination between sales and project teams.

1. Create a service product and choose Create on Order: Task

2. Go to Sales Order > Create a new order > Add the product and the Create on Order field will be automatically added; We can also add the Project Phase > Confirm

3. A field Reference has been added to the Task

The display name = SO reference - Project Phase


Note: In v19, the field changes to Task Code