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Odoo Community Association

Helpdesk Sale Order

Production/Stable License: AGPL-3 OCA/helpdesk Translate me on Weblate Try me on Runboat

This module extends the Helpdesk functionality in Odoo to allow an integration between Helpdesk tickets and sales orders. A ticket can have several sales orders associated with it, which in turn will have the ticket associated with it, allowing tickets and sales to be related.

Table of contents

Usage

To associate orders to Helpdesk tickets:

  1. Create or modify a Helpdesk ticket.

  2. In the ticket view, you will find

    • a Sales Order Smartbutton which will show the number of orders associated to the ticket.

    • a Sales orders field to link existing orders to the ticket.

  3. Clicking on the Smartbutton will open a view with all the sales orders related to the current ticket.

  4. To create an order associated to the ticket click on the Create button.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/helpdesk project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Release files for odoo-addon-helpdesk-mgmt-sale 18.0.3.0.0.1

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