How to Manage a Service Company with Odoo V11
Main Features:
1) Create quotations for service products
2) Service products selling through your Online store
3) Generating Tasks from the sale
4) Logging hours on time-sheet
5) Invoicing the customer for billing hours
Service based companies are always sell or serve services to the client or customers.
Service based products have no stock moves and stock history. They only have timesheet entries or work is completed or not and milestones. Payments is completely based on the service. In Odoo we can create products as service type.
When creating a service product then Product type changed to “Service”.
First we can consider a Software consulting company. Our main products are software development, software installation, gap analysis, technical training etc.. like service based products.
Part 1
Software companies mainly invoiced based on the timesheet entries on a project. So first install Timesheet module.
Then select service type products setups and select the invoice tab , select the “Invoice based on Time-sheet on task” and “Service tracking based on Create a task in a new project”.
Then publish this new product in website.
First of all click on the smart button to publish the product.
Website view will show, in top there is a button to publish the page.
Create a new customer and give the access for the portal access. After creating a customer click the action button.
Then give the mail id and enable the portal.
Then login to this customer. Go to the shop and purchase and make payment through website. Then the sale order will created automatically. After confirming the sale orders we can see two smart buttons.
One for the project overview.
Another button is for tasks.
Now we just need to add the timesheet for the task.
After save this timesheet entries we can see that in the sale order a extra smart button for the timesheet entries.
Before adding the timesheet make sure that we need to add the timesheet cost per hour.
Then we can see the project overview ones more.
Then the sale order is ready to be invoiced, just go head, and click the create invoice button.
Validate the invoice and make the payment by clicking the register payment button. Then the first scenario completed successfully.
Part 2
The second scenario is fixed time for a project like customer pays for the service for a fixed hours that they ordered.
First we need to create the service based products with select the “Invoice based on Ordered quantities” and “Service tracking based on Create a task in a new project”.
Then we create a sale order for this product with a quantity.
After confirming the sale order you can see the project overview button.
Task button for see the tasks.
Next job is add the timesheet. Before adding the timesheet add the users timesheet cost.
Then go to the sale order, you can see new one extra smart button for the timesheets.
Let’s see the project overview after entering the timesheet.
Last invoice and register the payment. Its usual way to manage service based products.
Part 3
Next scenario is invoices based on the milestones. That means we can invoice the clients based on the specific milestones or faces that are being met.
For that we need to create a service based product with select the “Invoice based on Milestones (manually set quantities on order)” and “Service tracking based on Create a new project but no task”.
Now let’s raise a sale order for the same product.
After confirm the sale order we can see one project overview smart button.
No tasks or timesheets are there.
Now go to the project app and take the same project that created. There is no tasks there. Before that we need to create staged of the project.
Then create the tasks or apps.
Using Odoo task management we can add the timesheets with from each stage.
Here we can see that one task is in delivery stage then we can create invoice for that task.
Delivered quantity make to 1 and create invoice. Then consider the next task and continue the process that all the tasks in the last stage. All the apps or task are delivered/completed.
At last we complete the invoicing and register payments. It’s easy na?. If you are a service based company or if you know about a service based company, i strongly believe you surely recommend or introduce Odoo ERP.!!
