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
EMPLOYEE DEFAULT PRODUCTS1. Go to Employees > Create new employees or choose existing ones > Default Products > Add product(s) > Save. |  |
Ensure that the product is configured correctly:
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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-TASKSWhen 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. |   |