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  1. Tous les produits
  2. Timesheet to Sales Order Line
  3. Tous les produits
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Timesheet to Sales Order Line

Employee default products Tasks linked to multiple SOL Automatic product matching  Manually change SOI Inherit SOL from Tasks to Sub-tasks
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US$ 150,00 (Hors taxes)

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Livraison : 2-3 jours ouvrables
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ODOO'S FUNCTION

In Odoo, selling hours follows a strict flow: Sales Order Line → Task → Timesheet on Task → Delivered Quantity on Sales Order Line. This method ensures a straightforward tracking process but lacks flexibility. If a business needs to detail different levels of intervention per task, they must either:

  • Create multiple tasks for each level, leading to unnecessary task fragmentation.
  • Focus only on hours/cost per level, sacrificing task-level granularity in project management.

This limitation makes it difficult to balance detailed invoicing with practical project execution.

CLUEDOO'S FUNCTION

1️⃣ Employee Default Products

  • A new Many2Many Default Products field is added to the Employee form.
  • This allows assigning one or more default products to an employee

2️⃣ Many2Many Sales Order Line in Tasks & Editable SOI in Timesheets

  • Instead of being restricted to a single SOL, tasks now support multiple linked SOL
  • When a timesheet is created for a task, the system automatically checks the linked SOL and selects the first matching product based on the employee’s Default Product.
  • Users can manually change the SOI in the timesheet
3️⃣ Inherit SOL from Tasks to Sub-tasks
EMPLOYEE DEFAULT PRODUCTS

1. Go to Employees > Create new employees or choose existing ones > Default Products > Add product(s) > Save.

Ensure that the product is configured correctly:

  • Product Type: Service
  • Invoicing Policy: Based on Timesheets
  • Create on Order: Project & Task/Nothing.
2. Create a Sales Order > Add the products > Confirm.
3. Choose a task > Under Sales Order Line tab, manually add the SOLs of the SO that you just created.

4. Under the Timesheets tab, add the timesheets for the employee(s).
5. Go to Timesheets > All Timesheets > If the employee has a default product that matches the one in SOL > the Sales Order Item will be automatically updated.
6. You can change the SOL manually as well.

If you change the Employee, the SOI will be automatically updated if there is a matching product.

Note: If the employee does not have a default product → the SOI in timesheets will take the task's SOI
7. Go back to the SO, you will see that the hours have been delivered.
INHERIT SOL FROM TASKS TO SUB-TASKS
When a task has multiple SOLs and it has sub-tasks (existing or newly created).
All the task's SOLs will be inherited to its sub-tasks.