Blog Post

  • Home
  • Blogs
  • Sale Order custom Checklist | Quotation Custom Checklist v16
logo
Community Enterprise Odoo.sh

Sale Order custom Checklist

heading

Do you want a custom checklist for your sale 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!

Hot Features

heading
Sale Order Custom Checklist
Sale Order Checklist Template
Checklist Detail In Percentage

Features

heading
  • Easy to import checklist through CSV and XLS file.
  • You can print checklist in quotation/sale order report.
  • You can create sale order checklist template and fill checklist by selecting checklist template.
  • Easy to make a custom checklist in quotation/sale order.
  • Easy to track the work of the checklist.
  • You can know the detail of the checklist in percentage.
  • Easy to manage tasks into different stages like Completed, Cancel & Delete.
  • Easy to filter the complete & uncomplete checklist.
  • You can find different stages like Completed, Cancel & Delete with different colors.
  • Easy to see the checklist progress bar in kanban view.
  • No special configuration required, install it, use it.
  • This module saves your important time.
  • It reduces human efforts.

Enable "Sale Custom Checklist".


Go to configuration select "Sale Custom Checklist".


Write the name and description of the checklist.


Sale checklist list view looks like this.


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.


You can group by checklist templates.


Now we fill the checklist by selecting the checklist template, When we select checklist template, it adds a record by default.

Sale 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.


Print checklist report from "Print".


Checklist 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.

Version 16.0.1 | Released on : 28th October 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, this application is not compatible with odoo.com(odoo saas).
Sale Order Checklist v16

Transforming Businesses with Next-Gen Solutions

Our next-generation solutions are built to transform businesses and drive growth in the digital era.

Find Us

905, Corporate Levels, 150 Ft. Ring RD
Nr. Ayodya Chowk, Opp Synergy Hospital
Rajkot 360006

Contact No.

HR : +91 90232 46069
Sales : +91 93288 25451

Reach Us Read Blog Contact Us Submit Support Ticket Watch Video Tutorial