[IMP] project: documentation overhaul (#581)
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======================================
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How to create tasks from sales orders?
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===========================================
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Create Projects and Tasks from Sales Orders
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===========================================
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When you sell your services, you can choose to automatically have a project/task created, helping
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you to not lose track of the work that needs to get done, streamlining the processes between teams.
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In addition to that, you are able to invoice or reinvoice clients according to the exact time
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spent on that service.
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Product set up
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==============
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| Under :menuselection:`Sales --> Products --> Products` create a new product or set up an existing
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one. Under *General Information* set the *Product Type* as *Service*. Under the *Sales* tab select
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the *Service Invoicing Policy* and *Service Tracking*.
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| If you choose to:
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| - *Create a task in an existing project*: a task is added in the first column of the selected
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project.
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| - *Create a task in sales order’s project*: a new project for each sales order of that service is
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created based on the template you have chosen.
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| - *Create a new project but no task*: only creates a new project, for each time that service is
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sold, based on the skeleton of the project template chosen.
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.. image:: media/sales_invoicing.png
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:align: center
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:alt: Choose the invoicing options on a product form under the sales tab in Odoo Project
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Confirm a quotation and have a project/task created
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===================================================
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Now, once a *Quotation* is confirmed and transformed into a *Sales Order*, a project or task
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is automatically created.
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.. image:: media/confirm_quotation.png
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:align: center
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:alt: Click on confirm in a quotation and have a task or project created for Odoo Project
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Access the task generated from Project
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======================================
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In this section, we will see the integration between Odoo's **Project
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management** and **Sales** modules and more precisely how to generate tasks
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from sales order lines.
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On the *Project* application, your new project and/or task (depending on the previous *Service
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Tracking* options chosen), is shown:
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In project management, a task is an activity that needs to be
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accomplished within a defined period of time. For a company selling
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services, the task typically represents the service that has been sold
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to the customer and that needs to be delivered. This is why it is useful
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to be able to generate a task from a sale order in order to streamline
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the process between the Sales and Services departments.
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.. image:: media/access_tasks.png
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:align: center
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:height: 250
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:alt: Click on tasks in the dashboard view to access them in Odoo Project
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As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``.
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The price is fixed and charged initially. But you want to keep track of
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the support service you did for the customer. On the sale order, the
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service will trigger the creation of a task from which the consultant
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will record timesheets and, if needed, reinvoice the client according to
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the overtime spent on the project.
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Record the time spent and create an invoice
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===========================================
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Configuration
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=============
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From *Project*, access your task and document the time spent under the *Timesheets* tab.
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Install the required applications
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---------------------------------
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.. image:: media/record_time.png
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:align: center
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:alt: Access the task and under the tab timesheet record the time spent in Odoo Project
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In order to be able to generate a task from a sale order you will need
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to install the **Sales Management** and **Project** application. Simply go into
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the application module and install the following:
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Once the task is complete, click on *Sales Order* and *Create Invoice*.
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.. image:: media/so_to_task01.png
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:align: center
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.. image:: media/sales_order.png
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:align: center
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:alt: Click on sales order in the task once it is complete in Odoo Project
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.. image:: media/so_to_task02.png
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:align: center
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And finally, the **Timesheet** app, Timesheet will not only let you create a task from a Sales order, but also invoice your customer based on the time spent on that task.
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Simply go into the application module and install the following:
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.. image:: media/so_to_task03.png
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:align: center
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Create and set up a product
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===========================
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You need to configure your service on the product form itself in order
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to generate a task every time it will be sold. From the **Sales** module,
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use the menu :menuselection:`Sales --> Products` and create a new
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product with the`following setup:
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- **Name**: Technical Support
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- **Product Type**: Service
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- **Unit of Measure**: Hours (go to :menuselection:`Configuration --> Settings`
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and, under **Unit of measures**, check the **Some products may be
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sold/purchased in different unit of measures (advanced)** radio
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button)
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- **Invoicing policy**: You can set up your invoice policy either on
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ordered quantity or on delivered quantity. You can easily follow
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the amount of hours that were delivered and/or invoiced to your
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client.
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- **Track Service**: Create a task and track hours, as your product
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is a service invoiceable by hours you have to set the units of
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measures of the product to hours as well.
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.. image:: media/so_to_task04.png
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:align: center
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.. note::
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Link your task to an existing project or create a new one on the fly if
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the product is specific to one project. Otherwise, you can leave it
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blank, odoo will then create a project per SO.
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Create the Sales Order
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======================
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Once the product is set up, you can create a quotation or a sale order
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with the related product. Once the quotation is confirmed and
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transformed into a sale order, the task will be created.
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.. image:: media/so_to_task05.png
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:align: center
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Access the task generated from the sale order
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=============================================
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On the Project module, your new task will appear :
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- either on a related project if you have selected one in the product
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form
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- either on a new project with the name of related the sale order as
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title (you can easily change the name of the project by clicking
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on :menuselection:`More --> Settings`)
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.. image:: media/so_to_task06.png
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:align: center
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On the task itself, you will now be able to record timesheets and to
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invoice your customers based on your invoicing policy.
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.. note::
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On Odoo, the central document is the sales order, which means that
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the source document of the task is the related sales order.
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.. tip::
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To only invoice approved timesheets, go to :menuselection:`Timesheets --> Configuration -->
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Settings`, and enable *Approved timesheets only*.
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.. seealso::
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* :doc:`../configuration/setup`
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* :doc:`../../sales/invoicing/subscriptions`
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- :doc:`../overview/setup`
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- :doc:`../../sales/invoicing/subscriptions`
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