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Hi


Is there any way to track the hours spent in making a quotation in Odoo..?

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Beste Antwort

Odoo doesn’t track time directly on quotations by default. However, it provides Timesheet and Project integration that you can adapt for this use case.

Step-by-Step Solution

Option 1: Link Quotations to a Project Task

  1. Enable Project and Timesheets:
    • Go to Apps → Install Project and Timesheets.
  2. Create a Project for Pre-Sales Activities:
    • Project name: Quotations / Sales Engineering
  3. Automatically Create a Task per Quotation:
    • Customize the sale.order model using Studio or custom module:
      • Add a button: “Create Task”
      • Link task to a predefined project.
      • Assign task to the salesperson.
  4. Log Time on That Task:
    • Use the Timesheets app to log time spent on the quoting task.

Option 2: Custom Field for Manual Input

  • Add a custom float field like quote_hours_spent on sale.order.
  • Use it to enter hours manually if full timesheeting is not needed.

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Beste Antwort

There is no functionality for tracking the hours spent; However, you need a customized module.

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