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.
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.