After we sell a system, we have to create a project in Odoo. How does this work?
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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".
