Sale Project
by Viindoo
| Lines of Code | 610 |
| Technical name | viin_sale_project |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_sale_project |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | Project (project) Invoicing (account) Discuss (mail) Employees (hr) Sales (sale_management) |
| Extensions | Sale Project Technician |
Let the project manager see the order the project was sold on
Read access to the related sale orders from the project, without giving project managers the sales application.
Sale Project (technical name viin_sale_project) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for project manager, salesperson, administrator, finance.
At a Glance
The facts of Sale Project, version 0.1.0, in one place. Published by Viindoo.
How It Works
Two screens.
From the work
The task knows the order line behind it; the project manager can follow it.
To the project
The stat button opens exactly the orders this project came from.
The work itself
Unchanged - the access is what this module is about.
What You Get
A stat button from the project to its related sale orders
Read access limited to the orders the project came from
No Sales application rights required
Order lines readable where the project needs them
The button appears only when there is something to see
Nothing changes for people who already have sales access
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Tasks
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
A project manager can see the order, not change it.
The rest of the pipeline stays invisible, which is the point.
That is Odoo's sale-project link, which this complements.
What is readable is the order the customer signed.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Sale Project?
Project manager
Reads what was sold without asking the salesperson.
Salesperson
Stops being the lookup service for delivery.
Administrator
Grants what the role needs instead of the whole app.
Finance
Keeps pricing data restricted to the people who set it.
Frequently Asked Questions
What does Sale Project do?
Read access to the related sale orders from the project, without giving project managers the sales application.
What does Sale Project not do?
Read only. A project manager can see the order, not change it. Only related orders. The rest of the pipeline stays invisible, which is the point. It does not create projects from orders. That is Odoo's sale-project link, which this complements. It does not expose costs. What is readable is the order the customer signed.
Who is Sale Project for?
Project manager: Reads what was sold without asking the salesperson. Salesperson: Stops being the lookup service for delivery. Administrator: Grants what the role needs instead of the whole app. Finance: Keeps pricing data restricted to the people who set it.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: sale_timesheet. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
Project Gantt (viin_project_gantt): Planning the delivery of what was sold. Technicians on Projects (viin_sale_project_technician): Who does the work on site. Project Timesheet Access (viin_project_access_timesheet): The same discipline for time data.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_sale_project; pre-sales questions go to sales@viindoo.com.
See Sale Project in Action
Live demo: v17demo-int.viindoo.com/web#action=project.open_view_project_all
Need help with Sale Project?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.0 - Latest on the 17.0 line
- The stat button appears only when the project actually has related orders.
Installation
- Navigate to Apps.
- Search with keyword viin_sale_project.
- Press Install.
Instructions
Instruction video: Sale Project
Step 1: Create products with some information:
- Product Type: Service
- Create on Order: Project & Task
Step 2: Navigate to Sales > Orders > Quotation, create a quotation with the above product. After that, press Confirm.
Step 3: Navigate to Projects app. Here, the system will create automatically a Project and Task. Set project manager for this project:
Step 4: As the Project Manager: Choose the task, at the Chatter area, you can see the linkage of sales order. Press this linkage to see the sales order and the sales order lines.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.