All In One Custom Checklist
The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklists, All in one custom checklist module includes, sale order custom checklist, purchase order custom checklist, manufacturing custom checklist, meeting custom checklist, project custom checklist, stock custom checklist, task custom checklist, employee entry-exit custom checklist, CRM leads & opportunity custom checklist. Here you can know the detail of the checklist in percentage. This module helps to divide checklist items into different stages. cheers!
Related Module
We Includes
Sale Order Checklist
You can make a custom checklist in quotation/sale order. You can make a default checklist and load it into the order line.
Purchase Order Checklist
You can make a custom checklist in the request for quotation/purchase order. You can know the detail of the checklist in percentage.
Manufacturing Checklist
You can make a custom checklist in Manufacturing. You can know the detail of the checklist in percentage. Easy to track the work of the checklist.
Stock Checklist
You can make a custom checklist in stock. You can know the detail of the checklist in percentage. Easy to track the work of the checklist.
CRM Checklist
You can make a custom checklist in CRM. You can know the detail of the checklist in percentage. Easy to track the work of the checklist.
Employee Entry Exit Checklist
You can make a custom checklist for employee entry-exit. You can know the detail of the checklist in percentage & track the work of the checklist.
Meeting Checklist
You can make a custom checklist for the meeting. You can know the detail of the checklist in percentage.
Project Checklist
You can make a custom checklist for the project. You can know the detail of the checklist in percentage.
Task Checklist
You can make a custom checklist for the project task. You can know the detail of the checklist in percentage.
Go to configuration select "Sale Custom Checklist".
Write the name and description of the checklist.
Open timesheet, you can Complete, Cancel & Delete checklist.
In the quotation list view, you can see a checklist progress bar.
In the sale order list view, you can see a checklist progress bar.
In the sale order kanban view, you can see a checklist progress bar with a percentage.
You can filter the completed and uncompleted checklist.
Go to configuration select "Sale Custom Checklist" and tick "Load Default" to load that checklist by default in the order lines.
When you create new quotation/sale order it loads that default checklist in the order lines.
Go to configuration select "Purchase Custom Checklist".
Write the name and description of the checklist.
Open timesheet, you can Complete, Cancel & Delete checklist.
In the Requst For Quotation list view, you can see a checklist progress bar.
In the Purchase Order list view, you can see a checklist progress bar.
In the Purchase Order kanban view, you can see a checklist progress bar with a percentage.
You can filter the completed and uncompleted checklist.
Go to configuration select "Manufacturing Custom Checklist".
Write the name and description of the checklist.
Open timesheet, you can Complete, Cancel & Delete checklist.
In the Manufacturing list view, you can see a checklist progress bar.
In the Manufacturing kanban view, you can see a checklist progress bar with a percentage.
You can filter the completed and uncompleted checklist.
Go to configuration select "Stock Custom Checklist".
Write the name and description of the checklist.
Open timesheet, you can Complete, Cancel & Delete checklist.
In the stock list view, you can see a checklist progress bar.
In the stock kanban view, you can see a checklist progress bar with a percentage.
You can filter the completed and uncompleted checklist.
Create CRM Checklist and description.
CRM Checklist List available in CRM Leads and Opportunity.
Select CRM Checklist that are completed, based on that Checklist percentage calculated inside Leads.
CRM Checklist Completed Percentage on List view of Leads.
CRM Checklist Completed Percentage on Kanban View of Leads.
CRM Checklist Completed Percentage on Kanban View of Opportunity.
Create Employee Entry Checklist and Description.
Employee Entry Checklist list available in Employee.
Create Employee Exit Checklist and Description.
Employee Exit Checklist list available in Employee.
Select Employee Entry Checklist that are completed with State New,Completed and Cancelled, based on that Entry Checklist percentage calculated.Click on Check Icon To Complete Checklist.Cancel Icon to Cancel Checklist.
Select Employee Exit Checklist that are completed with State New,Completed and Cancelled, based on that Exit Checklist percentage calculated.Click on Check Icon To Complete Checklist.Cancel Icon to Cancel Checklist.
Employee Entry & Exit Checklist Completed Percentage on List view.
Employee Entry & Exit Checklist Completed Percentage on Kanban View.
Meeting Checklist with State New,Completed and Cancelled.Meeting Checklist based one Checklist Completed. Click on Check Icon To Complete Checklist.Close Icon to Cancel Checklist.
Checklist Completed Percentage on List View.
Create Project Checklist entry.
Project Checklist entry available inside project.
Project Checklist with State New,Completed and Cancelled.Project Checklist based on Checklist Completed. Click on Check Icon To Complete Checklist.Cancel Icon to Cancel Checklist.
Checklist Completed Percentage on List view.
Checklist Completed Percentage on Kanban View.
Create Task Checklist and description.
Task Checklist List available in Task.
Task Checklist with State New,Completed and Cancelled.Task Checklist based one Checklist Completed. Click on Check Icon To Complete Checklist.Cancel Icon to Cancel Checklist.
Task Checklist Completed Percentage on List view.
v 14.0.4
Product Template Custom Checklist
In "User", enable the "Manage Product Checklist" option.
Click on Manage checklist for Manage The Custom checklist.
Product Custom checklist list view looks like this.
Write the name and description of the checklist.
Click on Manage checklist Template for Manage The Custom checklist Template.
Product Custom checklist Template list view looks like this.
Write the name and description of the checklist.
Now we fill
the checklist
by selecting
the checklist
template,
When we
select
checklist
template, it
adds a record
by
default.
Products
checklist
with state
New,
Completed and
Cancelled.
Click on
Check Icon To
Complete
Checklist &
Cancel Icon
to Cancel
Checklist.
Checklist completed percentage on list view, You can filter checklists by complete/Uncomplete checklist.
Checklist completed percentage on kanban view.
Checklist In Reports
Print checklist report from "Print" (same as in RFQ/PO Report, Delivery Slip/Picking Operation, MRP Production Order Report).
Checklist report looks like this.
v 14.0.2
Purchase Checklist
Go to the "Configuration" => Purchase Custom Checklist Template.
Now we create a purchase checklist template, checklist template form view looks like this.
Purchase checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
Sale Checklist
Go to the "Configuration" => Sale Custom Checklist Template.
Now we create a sale checklist template, checklist template form view looks like this.
Sale checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
Stock Checklist
Go to the "Configuration" => Stock Custom Checklist Template.
Now we create a stock checklist template, checklist template form view looks like this.
Stock checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
Employee Checklist
Employee Entry Checklist Flow
Go to the "Configuration" => Employee Entry Checklist Template.
Now we create employee entry checklist template, checklist template form view looks like this.
Employee entry checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
Employee Exit Checklist Flow
Go to the "Configuration" => Employee Exit checklist Template.
Now we create employee exit checklist template, checklist template form view looks like this.
Employee exit checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
Project Checklist
Go to the "Configuration" => Project Custom Checklist Template.
Now we create a project checklist template, checklist template form view looks like this.
Project checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
Meeting Checklist
When you fill the checklist by the checklist template at that time you can create a checklist template.
Now we create checklist template, checklist template form view looks like this.
When we select checklist template, it adds a record by default.
Task Checklist
Go to the "Configuration" => Task Checklist Template.
Now we create a task checklist template, checklist template form view looks like this.
Task checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
MRP Checklist
Go to the "Configuration" => Manufacturing Custom Checklist Template.
Now we create a manufacturing checklist template, checklist template form view looks like this.
Manufacturing checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
CRM Checklist
Go to the "Configuration" => CRM Custom Checklist Template.
Now we create CRM checklist template, checklist template form view looks like this.
CRM checklist template list view looks like this.
Now we fill the checklist by selecting the checklist template.
When we select checklist template, it adds a record by default.
Version 14.0.5 | Released on : 15thSeptember 2022
- Fixed Minor Bug Fixed.
Version 14.0.4 | Released on : 1st April 2022
- New Product Template Custom Checklist Added.
- New Checklist Added In Quotation / Order Report.
- New Checklist Added In RFQ/PO Report.
- New Checklist Added In Delivery Slip/Picking Operation.
- New Checklist Added In MRP Production Order Report.
Version 14.0.3 | Released on : 28th December 2021
- Fixed Minor Bug Fixed.
Version 14.0.2 | Released on : 10 June 2021
- New Checklist Template Added
Version 14.0.1 | Released on : 15 April 2021
- Initial Release.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 90 days.
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