BIM 2.0Odoo 19

Process manual

Search for what you want to do and follow the steps. Each process shows where it is in the menu, what you need first and which mistakes to avoid.

The life of a project

Technical Service (SAT)

How do I turn a SAT quote into a work order?When the customer accepts, confirm it and it moves to Work Orders.

Where BIM › SAT › Budgets

Before you start

BIM SAT profile.

How do I turn a SAT quote into a work order?

Steps

  1. Open the accepted quote in BIM › SAT › Budgets.
  2. Review the lines: once the work is delivered they can no longer be changed.
  3. Click Confirm: it becomes a Work Order, the Date Order takes the current date and time, and the customer becomes a follower.
  4. From now on you will find it in BIM › SAT › Work Orders.
Warning

A Work Order has no Cancel button: it can only be cancelled in Budget or after the Work Delivery.

Documented version: BIM 2.0 (base_bim_2 19.0.19.04.2026) · Odoo 19