Sale Order Custom Checklist for odoo v13 and v14

Join us and help disrupt the enterprise market!

  • Home
  • About Module


    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!





    Features


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

    7) Click on ‘Install’ to install it.

    Workflow


    Enable "Sale Custom Checklist".

    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 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.

    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.