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Sales Quote from Helpdesk Ticket

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Required Apps Helpdesk (helpdesk)
Discuss (mail)
Invoicing (account)
Technical Name helpdesk_ticket_sale_order_ent
License OPL-1
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Technical Name helpdesk_ticket_sale_order_ent
License OPL-1

Introduction:

The Odoo Helpdesk Ticket to Sales Order Integration module enables businesses to efficiently convert support tickets into sales quotations. This seamless integration enhances the workflow between customer support and sales teams, ensuring timely responses and improved customer satisfaction.

Key Features:

  • Create Sales Quotations from Tickets: Support agents can generate sales quotations directly from helpdesk tickets, streamlining the process of addressing customer needs.

  • Multiple Quotations per Ticket: The system allows the creation of multiple sales quotations from a single helpdesk ticket, accommodating various customer requirements.

  • Automatic Linking: Sales quotations are automatically linked to the corresponding helpdesk ticket, providing a unified view of customer interactions.

  • Product Line Management: Agents can add product lines to the sales quotations based on the details provided in the helpdesk tickets.

  • Ticket Reference in Sales Orders: The reference of the original helpdesk ticket is included in the created sales orders, ensuring traceability.

  • Integration with Invoicing: The module facilitates the creation of customer invoices from the generated sales orders, completing the sales cycle.

Benefits:

  • Enhanced Efficiency: Automates the conversion of support tickets into sales quotations, reducing manual effort and potential errors.

  • Improved Customer Satisfaction: Accelerates the response time to customer requests, leading to better service delivery.

  • Streamlined Workflow: Facilitates seamless collaboration between support and sales teams, ensuring a cohesive approach to customer management.

  • Comprehensive Tracking: Provides a unified view of customer interactions, enabling better tracking and management of support and sales activities.

Compatibility & Technical Details:

  • Odoo Compatibility: Designed to work with Odoo's latest versions, ensuring seamless integration with existing systems.

  • Installation Requirements: Requires Odoo's Helpdesk and Invoicing modules to function effectively.

  • License: Distributed under the Odoo Proprietary License v1.0, allowing for modification and redistribution under specific conditions.

  • Support & Updates: Regular updates and support are provided to ensure the module remains compatible with Odoo's evolving ecosystem.

  • Technical Support: Dedicated support channels are available to assist with installation, customization, and troubleshooting.

Odoo Proprietary License v1.0
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.