Odoo CRM sending email to Odoo

Odoo CRM sending email to Odoo

In odoo CRM there is facility you can configure the email address and if someone send an email the system automatic generate leads in odoo. So the user can achieve this by sending email to odoo.

Configuration

1. Activate Leads, go to CRM > Configuration > Settings and find out Leads. 

 

 2. Configure email Address in Particular Sales Team

 

This will create leads when someone sent mail to specified address. 

 

Thanks,

..Enjoy..

V 13 : Add Create invoice button in planning

As you know Odoo V13 released in October with great new features. The new module added Planning. Having great range of features and you can easily plan the hours of your employees or workers.

In some cases we need to create invoice based on planned hours. Here, the server action only need to add. And you are able to create invoice from planning.

Server Action:

for rec in records:
  partner_id = rec.employee_id.address_home_id
  price_unit = rec.employee_id.timesheet_cost
  invoice = env['account.move'].create({
    'type': 'out_invoice',
    'partner_id': partner_id.id,
    'invoice_line_ids': [(0, 0, {

                                'quantity': rec.allocated_hours,

                                'price_unit': price_unit,

                                'name': 'Emp. Planned Hours'

                                })

                        ]})
  invoice.post()
  action = {
    'type': 'ir.actions.act_window',
    'res_id': invoice.id,
    'res_model': 'account.move',
    'views': [(env.ref('account.view_move_form').id, 'form')],
  }

Youtube Video :

..Enjoy..