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Helpdesk Sale Order

helpdesk_mgmt_sale folder_open OCA/helpdesk open_in_new
Sales Management License: AGPL-3

This module extends the Helpdesk functionality in Odoo to allow an integration between Helpdesk tickets and sales orders. A ticket can have several sales orders associated with it, which in turn will have the ticket associated with it, allowing tickets and sales to be related.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Links helpdesk tickets and sales orders so each record shows the other, with counters and buttons to jump between them.

This module connects the Helpdesk and Sales apps. On a helpdesk ticket form you get a new "Sales orders" field where you can tag the sales orders that belong to that ticket, and a "Sale Orders" smart button showing how many orders are linked. Clicking that button opens the list of those orders, and any new order created from there is pre-filled with the ticket and the ticket's customer.

On the sales order form there is a matching "Helpdesk" section with a "Tickets" field to tag tickets, plus a "Tickets" smart button that opens the tickets linked to that order. New tickets created from that button are pre-filled with the order and its customer.

The counters update automatically whenever the links change. The sales order field on tickets is limited to orders of the same company, and you cannot create new orders directly from the ticket field. The sales order links and the Sale Orders button are only visible to users with sales rights, while the ticket links and Tickets button are only visible to helpdesk users. The module installs automatically once both Helpdesk and Sales are present.

Depends on

Models and fields (2)
  • sale.order · extends an existing modelticket_ids, ticket_count (Tickets Count)
  • helpdesk.ticket · extends an existing modelso_count (Sale Order Count), sale_order_ids (Sales orders)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

To associate orders to Helpdesk tickets:

  • Create or modify a Helpdesk ticket.
  • In the ticket view, you will find
  • a Sales Order Smartbutton which will show the number of orders associated to the ticket.
  • a Sales orders field to link existing orders to the ticket.
  • Clicking on the Smartbutton will open a view with all the sales orders related to the current ticket.
  • To create an order associated to the ticket click on the Create button.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.