Recommended Modules

Sales

Project

Timesheets

Field Service (optional, but useful for on-site jobs)

Invoicing

Inventory

Employees

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🔧 Setup & Workflow

1. Create a Sales Order with Planned Services and Materials

Create a Sales Order for the customer.

Add lines:

Product: Welding Wire – 1 kg @ $15/kg → set as storable product

Product: Welding Labor – 14 hours @ $76/hour → set as service (tracked by timesheets)

Add a section or note to describe the job ("Welding a Stair").

2. Link a Project/Task to the Order

In the sales order, link it to a Project (auto-created if the product is configured for "Timesheet on project").

A Task is created for the job (e.g., “Welding a Stair”).

3. Track Time via Timesheets

Enable the Timesheets app.

Employees A and B log their time:

On the task (via desktop or mobile).

With descriptions:

“Job preparation” – 3h on 05/19

“Weld seam reinforced” – 2h and 6h on 05/21 and 05/24

“Stair cleaned” – 2h on 05/25

Each employee’s rate is respected based on their contract (see below).

4. Configure Hourly Rates per Employee

Go to Employees > Contracts.

Set Timesheet Cost (internal cost) and Billing Rate (for invoicing).

Employee A → $76/h

Employee B → $54/h

Alternatively, use Timesheet-Based Invoicing with custom rates per employee (requires a bit of customization or third-party module if advanced rate rules are needed).

5. Consume Actual Materials

Go to the linked Delivery Order or use Inventory Adjustment to record that 2 kg of welding wire were consumed instead of 1 kg.

You can manually update the Sales Order line to match the actual material usage (2 kg × $15).

6. Create the Invoice

From the Sales Order, click Create Invoice.

Choose Timesheet and Delivered Quantities.

Odoo will generate an invoice that includes:

2 kg of welding wire @ $15 = $30

Labor lines per employee, broken down by hours and tasks.

> 💡 To make the invoice layout more descriptive (e.g., show task descriptions per employee), you may need to:

Use Analytic Lines with Descriptions

Enable the option in Invoicing Settings > Timesheet Description on Invoice

Customize the invoice template if you want extra clarity (e.g., grouped by employee).

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🔍 Tracking Over/Under Time (Compared to Estimate)

In the Task View, you can compare:

Planned Hours (14h)

Actual Timesheet Hours (13h)

Use Reporting > Timesheet or the Project app to analyze employee contributions and discrepancies.