After we sell a system, we have to create a project in Odoo. How does this work?
Welcome!
This community is for professionals and enthusiasts of our products and services.
Share and discuss the best content and new marketing ideas, build your professional profile and become a better marketer together.
This question has been flagged
1
Reply
131
Views
1. Open the Opportunity. The opportunity has to be in Closed Won. The project should not be created if the opportunity is not in Closed Won yet.
- Klick on "Edit".
- Scroll down to the section "Energy Savings Project Operations".
- Set up the DC Approved Date (When DC set the opportunity to closed won and closed out the DC Review Checklist Activity).
- Mark off "DC Approved Create Project"
- Add the date when the quote that the customer signed has been sent (Date has been set on the Quote before by Sales)
- Save
2. The project has now been created. Open the Project.
3. Name the Project: DE SPV Res Project - NAME XXX kWp + YYY kWh
DE = [Deutschland / Germany]
SPV = SolarPhotoVoltaic
Res = Residential vs. Com = Commercial
PV system size in kWp
if applicable: battery size in kWh
Additional information added to the project name if applicable:
+ WB = Wallbox
+ BUI = Back up interface / back up system
(RWB) = RWB inverter (without BUI)
(MB) = Meyer Burger modules
4. Fill in the project data
- Set the Project Manager
- Link the customer
- Mark off "SPV System?"
- Mark off "Planning"
- Visibility: Invited internal users
- SAVE changes.
5. Open the Dein.Solar specific settings page. Chose "Dein.Solar All". This way all pre set Dein.Solar Project Tasks are getting created automatically underneath "Tasks".
