Purchase Order Custom Checklist for odoo v13 and v14

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  • About Module


    Do you want a custom checklist for your Purchase Order? 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 checklist. Here you can know the detail of the checklist in percentage. This module helps to divide checklist items into different stages like Completed, Cancel & Delete. cheers!





    Features


    • 1) Easy to import checklist through CSV and XLS file.
    • 2) You can print checklist in purchase order/request for quotation report.
    • 3) You can create purchase checklist template and fill checklist by selecting checklist template.
    • 4) Easy to make a custom checklist in Request For Quotation/Purchase Order.
    • 5) Easy to track the work of the checklist.
    • 6) Easy to filter the complete & uncomplete checklist.
    • 7) You can find different stages like Completed, Cancel & Delete with different colors.
    • 8) Easy to see the checklist progress bar in kanban view.
    • 9) You can know the detail of the checklist in percentage.
    • 10) Easy to manage tasks into different stages like Completed, Cancel & Delete.
    • 11) No special configuration required, install it, use it.
    • 12) This module saves your important time.
    • 13) It reduces human efforts.

    Versions


    • v14.0
    • v13.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_purchase_custom_checklist’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_purchase_custom_checklist’.

    7) Click on ‘Install’ to install it.

    Workflow


    Enable "Purchase Custom Checklist".

    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 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.

    Print checklist in RFQ report from "Print".

    Checklist in RFQ report looks like this.

    Print checklist in PO report from "Print".

    Checklist in PO report looks like this.

    Import checklist menu.

    Import checklist wizard, select file type & upload file. You can download sample sheet from here.

    Click apply after the file is uploaded.

    Success message looks like below it's shows successfully imported records.

    Following checklists are imported.