Sales Order Checklist Pro | Smart Sales Task Tracker | Quotation Checklist
$ 50.00
$ 50.00
-
Version
Sales Order Checklist Pro | Odonity
Smart Sales Task Tracker · Quotation Checklist · Workflow Control
Add structured checklist workflows directly inside quotations and sale orders. Track progress, assign responsibilities, enforce blocking tasks, and ensure every sales process is completed with confidence.
Template-Based
Progress Tracking
Confirmation Gate
Smart Filters
Key Features
Template-Based Checklists
Create reusable checklist templates and apply them to quotations or sale orders in one click.
Live Progress Tracking
Visual checklist progress bars appear directly in form, kanban, and list views.
Responsible User & Deadline
Assign checklist items to team members with deadlines and overdue tracking.
Confirmation Gate
Prevent sale order confirmation until all required blocking tasks are completed.
Priority Levels
Mark checklist items as Normal, Important, or Critical for better workflow visibility.
Smart Filters
Quickly filter orders by checklist status, overdue tasks, or incomplete workflows.
Bulk Actions
Mark all checklist items done or reset the entire checklist with one click.
Central Task View
Manage all checklist tasks from one centralized menu with advanced grouping options.
Template Apply Wizard
Replace or append checklist templates at any stage of the sales process.
Perfect For
Sales Managers
Standardize workflows and ensure every sales process follows company policy.
B2B Companies
Track approvals, documents, compliance checks, and customer confirmations.
Manufacturing
Validate pricing, stock, production approvals, and delivery readiness before confirmation.
Sales Teams
Assign responsibilities and track checklist completion across the entire team.
Module Screenshots
Checklist Tab on Sale Order
Checklist Template Configuration
Apply Template Wizard
Checklist Progress in List View
Checklist Progress in Kanban View
Confirmation Gate Blocking Warning
Central Checklist Task View
Installation & Usage
- Install module like a standard Odoo app
- Create reusable checklist templates from Sales configuration
- Apply templates directly on quotations or sale orders
- Track checklist progress from Kanban, List, and Form views
- Enable confirmation gate for blocking task enforcement
Support & Customization
- Email: [email protected]
- Website: www.odonity.com
Support & Service Policy
To ensure fair usage, consistent quality, and reliable service for all customers, Odonity provides structured support under the following terms:
✔ Support Coverage (65 Days)
- Free support is provided for 65 days from the date of purchase.
- Support includes installation guidance, setup assistance, and usage-related queries.
- Bug fixing is included only if the module is not functioning as described in official features.
✔ Definition of Bug
- A bug refers to a feature not working as documented or demonstrated.
- Any request to modify behavior, logic, or add new functionality is considered customization.
✘ Not Included in Free Support
- Custom development, feature enhancements, or business-specific changes.
- Third-party module conflicts or integration issues.
- Server configuration, hosting, deployment, or infrastructure-related problems.
- Debugging or fixing issues outside the purchased module.
✔ Scope Limitation
- Support is strictly limited to the purchased module only.
- It does not include full system debugging, database correction, or unrelated module issues.
✔ Version & Compatibility
- The module is guaranteed to work only with the specified Odoo version mentioned on the product page.
- Compatibility with customized or heavily modified systems is not guaranteed.
✔ Demo & Representation Disclaimer
- All screenshots, videos, and demos are for reference purposes only.
- Actual behavior may vary depending on system configuration and installed modules.
✔ Support Process
- Support is provided via email ([email protected]) or through the customer portal (order communication linked to your purchase).
- For faster resolution, please include your order reference and detailed issue description in your communication.
- Typical response time is within 24–48 business hours.
- Customers must provide necessary access (Odoo/backend/server if required).
- Delays in providing access or required information may delay resolution.
✔ Paid Support & Customization
- All customization, enhancements, or new feature requests are treated as paid services.
- Support after 65 days is available under paid plans.
✔ Customer Responsibilities
- Maintain proper backups before installing or updating the module.
- Test changes in a staging environment before applying to production.
- Ensure the system meets basic Odoo requirements and compatibility.
✔ License Scope
- Support is valid only for the purchased license and single Odoo instance.
- Usage across multiple databases or environments may require additional licensing.
⚠ Important Notes
- Odonity is not responsible for data loss, misconfiguration, or system failures.
- We are not liable for conflicts caused by third-party modules or custom code.
- Unauthorized modification of the module may void support eligibility.
- Support priority is handled in order; urgent or immediate support is not guaranteed.
Our goal is to provide reliable, transparent, and professional support while maintaining fairness and sustainability for all customers.
Odoo Proprietary License v1.1 - Strict Commercial Use © 2026-Present Odonity. All Rights Reserved. Module Name: Sales Order Checklist Pro | Smart Sales Task Tracker | Quotation Checklist (By Odonity) License Owner: Odonity (https://www.odonity.com) Support Email: [email protected] This software is protected by copyright laws and international treaties. It is licensed, not sold. You are granted a non-transferable, non-sublicensable, and non-exclusive license to use this software ONLY under the terms below: -------------------------------------------- STRICT TERMS OF USE -------------------------------------------- PERMITTED: - Use the module in one Odoo production instance only (with staging/test allowed only for that instance). - Use for internal company operations. - Request support, upgrades, or customization services from Odonity. PROHIBITED WITHOUT WRITTEN PERMISSION FROM ODONITY: - Modifying, altering, or extending the source code in any way. - Reselling, sublicensing, or redistributing any part of the module. - Sharing the code with third parties, including freelancers or other vendors. - Uploading this module to public or private repositories, websites, or forums. - Creating derivative works or using snippets in other modules. - Using the module as a base to develop similar competing products. WARNING: This software contains branding, code-level markers, and security tracking for anti-piracy purposes. Tampering with these or violating this license may result in: - Permanent termination of your usage rights - Legal action under local and international intellectual property laws - Immediate take-down notices for marketplaces and hosting providers -------------------------------------------- LICENSE VERIFICATION & SUPPORT -------------------------------------------- License Keys / Validation (optional): Odonity reserves the right to implement license key checks in future versions. Support is only available to verified license holders. Invoice or proof of purchase must be retained for all license claims. For official support, licensing clarifications, or enterprise usage, please contact: [email protected] | https://www.odonity.com -------------------------------------------- BY INSTALLING THIS MODULE, YOU AGREE TO BE BOUND BY ALL TERMS ABOVE. Unauthorized use, reproduction, or redistribution is strictly prohibited.
Specifications
| Version | 19, 18, 17, 16, 20 |