Turn any order line into a trackable delivery task — and back again
Create delivery tasks from service, consumable or stockable order lines, manage them in an always-visible tab on the order, and convert tasks back into quotations to capture new scope — all without leaving the Sales app.
The problem
Native Odoo only creates a project task automatically when an order line carries a service product configured for project tracking. The moment a deliverable is a consumable, a stockable good, or a mixed bundle, coordinators re-key the work into the Project app by hand — retyping the customer, the order reference, the description and the deadline, and losing the link back to what was actually sold.
The solution
Sales Order to Delivery Task turns any order line, of any product type, into a fully pre-populated delivery task in one click or in batch, keeps every task visible and manageable directly on the order, and lets you convert a task back into a quotation the moment new scope is discovered during delivery.
Everything the sale-to-delivery bridge needs
Every capability below is implemented in the module.
Any Product Type
Create delivery tasks from service, consumable or stockable order lines — no service-product restriction, unlike native Odoo.
Per-Line or Batch Creation
Turn a single line into a task, or create all eligible lines into tasks in one action — your choice, every time.
Always-Visible Delivery Tasks Tab
A dedicated tab on the order is never hidden; when it is empty it shows clear guidance instead of a blank screen.
Rich Pre-Population
Description, deadline, project and assignees are filled in automatically from the order line, so nothing is re-keyed.
Smart Button With Progress
A Delivery Tasks smart button on the order shows the task count and completion progress at a glance.
Flexible Project Targeting
Send tasks to an existing project or create a new one on the spot, with sensible defaults by customer or sales team.
Bulk Task Actions
Mark selected tasks complete, reassign inline, and filter or group by field work or source order right from the order.
Field Work Flag
Flag any task for on-site work so dispatchers can tell delivery-in-the-field apart from office work.
Reverse Flow: Task to Quotation
A permission-gated button converts an approved task into a new quotation, optionally from a quotation template, and opens it immediately.
How it works
Quote or Confirm
Add products of any type — service, consumable or stockable — to a quotation or confirmed order.
Create Delivery Tasks
Click Create All Tasks, or open the wizard to pick lines, the target project and assignees.
Track In One Tab
Monitor status, deadlines, assignees and the field-work flag in the always-visible Delivery Tasks tab.
Convert Back When Needed
Turn an approved task into a new quotation in one click the moment extra scope appears.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Any product type qualifies. Unlike native Odoo, which only auto-creates a task for service products, every order line — service, consumable or stockable — can become a delivery task.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Sales Order to Delivery Task
Turn any sales order line into a trackable delivery task, manage it from an always-visible tab on the order, and convert tasks back into quotations to capture new scope.
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