{"id":1586,"date":"2018-05-31T11:27:29","date_gmt":"2018-05-31T11:27:29","guid":{"rendered":"http:\/\/crmtiger.com\/blog\/?p=1586"},"modified":"2024-06-14T11:01:48","modified_gmt":"2024-06-14T11:01:48","slug":"implementation-of-convert-sales-order-to-project","status":"publish","type":"post","link":"https:\/\/crmtiger.com\/blog\/implementation-of-convert-sales-order-to-project\/","title":{"rendered":"vTiger Updates: Implementation of converting sales orders to projects"},"content":{"rendered":"

CRMTiger implemented modules for a company that wanted an option for the vTiger\u00a0 Convert Sales Order to Project or Ticket module, which will allow you to convert a sales order into a project or multiple tickets.
\n
\nTo convert a Sales Order into a project, you will need to select each of your Sales Order items that you wish to convert into a Project Tasks and assign each of those a start and end date.<\/span>
\nAfter setting each product date, check the Convert button and a new Project with the new tasks are created.<\/span>
\nThis module is very helpful for businesses that have to create projects from Sales Orders. Having this feature will cut down your time to do so by 99%. It only takes a few seconds to convert a Sales Order to Project.<\/span><\/p>\n

Sales Order to Ticket:<\/strong><\/span><\/h5>\n

Sales Order to ticket conversions works the same way as the SO to project conversion, but, in this case, a new ticket will be created for each of your Sales Order Lines.<\/span>
\nThe new actions in the SO view:<\/span>
\n\"\"<\/a><\/p>\n

Select the items you will be adding to the project:<\/span>
\n\"\"<\/a><\/p>\n

Select the items you will be creating a ticket for:<\/span>
\n\"\"<\/a><\/p>\n

Sales order to project:<\/span>
\n\"\"<\/a><\/p>\n

Your newly created project:<\/span>
\n\"\"<\/a><\/p>\n

Feel free to contact us. We would be happy to assist you.<\/span>
\nHope you found this blog useful.<\/strong><\/span>
\nPlease contact us on info@crmtiger.com<\/a> if you needed further help from us.<\/strong><\/span>
\n\"\"<\/a><\/p>\n

\n

Do You Need More Information ?<\/strong><\/p>\n

For any further information \/ query regarding Technology, please email us at info@crmtiger.com<\/a>
\nOR call us on +1 630 861 8263<\/span>, Alternately you can request for information by filling up Contact Us<\/a><\/p>\n

 <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

CRMTiger implemented modules for a company that wanted an option for the vTiger\u00a0 Convert Sales Order to Project or Ticket module, which will allow you to convert a sales order into a project or multiple tickets.<\/p>\n","protected":false},"author":1,"featured_media":1598,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-1586","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-vtiger-7"],"_links":{"self":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/1586","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/comments?post=1586"}],"version-history":[{"count":4,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/1586\/revisions"}],"predecessor-version":[{"id":3649,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/1586\/revisions\/3649"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media\/1598"}],"wp:attachment":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media?parent=1586"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/categories?post=1586"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/tags?post=1586"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}