Sales-Project Integration
Automatically create projects and tasks from service sales orders
The Sales-Project module integrates Sales and Project, enabling automatic project and task creation from service orders, progress tracking, and project profitability management.
With this integration, businesses can manage the entire cycle from sales to project execution, ensuring transparency and effective cost control.
Basic Terminology
Terms
| English | Vietnamese | Description |
|---|---|---|
| Service Tracking | Theo dõi dịch vụ | How projects/tasks are created from service products |
| Project Template | Mẫu dự án | Pre-configured project structure to copy |
| Milestone | Cột mốc | Progress marker for invoicing |
| Billable | Có thể xuất hóa đơn | Project can be invoiced to customer |
| Delivered Quantity | Số lượng đã giao | Amount of service completed |
| Profitability | Lợi nhuận | Revenue minus costs |
| Time & Materials | Thời gian & Vật tư | Invoice based on actual time |
| Fixed Price | Giá cố định | Invoice based on agreed price |
Service Product Configuration
To automatically create projects/tasks, configure Service Tracking for service products.
Service Tracking Options
| Option | Description | When to Use |
|---|---|---|
| No task | No task creation | Service needs no tracking |
| Task | Create task in existing project | Multiple orders same project |
| Project & Task | Create new project with task | Each order is separate project |
| Project | Create empty project | Add tasks manually later |
Creating Projects from Orders
Steps
1. Create order with service product having Service Tracking configured
2. Select Project Template if using pre-configured template
3. Confirm order - system automatically creates project/tasks
4. Click Projects button on order to view created project
5. Track progress from Tasks tab
Milestone-Based Invoicing
Milestone billing allows invoicing based on project completion stages.
Steps
1. Create milestones in project with quantity/percentage for each
2. Link milestone to Sales Order Item
3. When milestone complete, mark as Reached
4. System automatically updates Delivered Quantity
5. Create invoice from order for completed portion
Project Profitability Tracking
Profitability tab in project shows revenue, costs and profit.
Profitability Metrics
| Metric | Description |
|---|---|
| Revenues | Revenue from sales orders |
| Costs | Costs (timesheets, vendor bills) |
| Margin | Profit = Revenue - Costs |
| Margin % | Profit percentage |
Best Practices
Key points
• Use project templates for common project types
• Configure correct Service Tracking for each product type
• Link tasks to Sales Order Items for accurate tracking
• Monitor Profitability regularly to ensure profitable projects
• Use milestones for phase-based projects
• Update task progress for accurate Delivered Quantity