Plan sold services

Mark a service as plannable so that confirming a sales order creates open shifts for the sold hours, then assign them and follow planned, remaining and done hours.

This page is for planners and salespeople. With the SmartERP Planning - Sales bridge installed, the hours you sell as a service become open shifts that planners assign. Setting up a service needs the Planning Administrator right.

[planning-sales-workflow]

Make a service plannable#

Open the product (Sales → Products) and set Product Type to Service.
Set the Unit of Measure to a unit of time, such as Hours or Days.
Tick Plan Services.
Choose the Planning Role that delivers it. It is required once Plan Services is ticked.
Save.

Two checks protect you. A product that is not a service gives "Only services can be planned: Product is not a service." A service sold in a non-time unit gives "Product is sold in Unit. A planned service must be sold in a unit of time, such as Hours or Days."

What happens when an order is confirmed#

When someone confirms a sales order, Planning creates one open draft shift for each plannable line with a quantity above zero.

Its Allocated Time is exactly the sold hours. Days and other time units are converted to hours with Odoo's unit conversion.
It starts at the first working period from tomorrow and runs across the company's working time for the sold hours.
Its Role is the product's Planning Role; its note is the line description; Sales Order Item links it to the line; the order's customer is shown on the shift.
Confirming again never duplicates shifts: a line that already has shifts is skipped.

The shift is a draft, so nobody sees it yet. Assign it by hand, with Auto Plan, or with Plan Orders below, then publish.

Assign the shifts of sold services: Plan Orders#

Open Planning → Schedule → By Resource.
Press Plan and choose Plan Orders.
Choose From and To, then press Plan Orders.

It works like Auto Plan, but only for open shifts that come from sales orders: it gives them to people who hold the role, are working, free and qualified. Other open shifts are left alone. See Assign open shifts with Auto Plan for the rules and messages.

You can also open Planning → Schedule → By Sales Order to see the shifts grouped by order, or press the Planning button on the sales order.

[planning-sale-shifts]

Follow the hours on the order line#

On the order, open the optional columns of the order lines. Planning users can add:

Column	Meaning
Hours Planned	Allocated time of the line's shifts that have a person.
Hours to Plan	Sold hours minus hours planned, never below zero.
Hours Done	Time logged on timesheets linked to the line's shifts (Timesheets bridge).

The Planning button at the top of the order shows the number of shifts and opens them.

When the order changes#

Change	What Planning does
The quantity goes up on a confirmed order	An extra open shift is created for the added hours, and the order gets a note: "x h more of Product sold: an open shift was added."
The quantity goes down	Nothing is deleted. The order and the shifts get a note: "Product reduced by x h. Check the shifts planned for it." Shifts show "Order reduced: x h planned beyond the y h sold."
The order is cancelled	Draft shifts are deleted. Published shifts stay, and show "The sales order was cancelled." with a note and an activity Sales order cancelled for their shift manager, or the salesperson. Unpublish, reassign or delete them yourself.

See the services of a role#

On a role (Planning → Configuration → Roles), the Services button and tab list the services that use it.