| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Purchase (purchase) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 776 |
| Technical Name |
wbl_sale_estimates_to_customer |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Purchase (purchase) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 776 |
| Technical Name |
wbl_sale_estimates_to_customer |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
to Customer
Request for a Demo
Sale Estimate to Customer
The Sales Estimate app for Odoo streamlines creating, sending, and managing sales estimates for your customers. This app allows admins and company users to generate detailed sales estimates, adjust product quantities, apply discounts, and send estimates via email with PDF attachments. It simplifies communication and approval processes, enabling seamless transitions from estimates to sales quotations and orders. Additionally, the app provides versatile viewing options such as Kanban, pie charts, and bar charts for efficient tracking.
Sale Estimate to Customer Benefits
Enhanced sales process management
Improved customer communication
Flexible estimate adjustment
Streamlined approval workflow
Efficient record tracking
Insightful data visualization
Sale Estimate to Customer Features
Estimate Approval Process:
- After the customer reviews an estimate, the company user can confirm it and the admin can approve it. If necessary, estimates can be reset to default to reflect any updates, and resent to the customer via email for approval.
Dynamic Sales Estimate Creation:
- Admin can create comprehensive sales estimates by adding multiple products, adjusting quantities, and applying product-specific discounts.
Seamless Transition to Sales Quotation and Order:
- Once customer approval is obtained, the admin can effortlessly generate a sales quotation, followed by a sales order, from the sales estimate.
Comprehensive Record-Keeping:
- The app maintains accurate records of sales estimate numbers and their corresponding quotation numbers and sales order numbers.
Versatile Viewing Options:
- Admin can view estimates through various graphical interfaces like Kanban, pie charts, and bar charts.
Email Communication with PDF Attachments:
- Once a sales estimate is prepared, it can be emailed to the customer with a detailed PDF.
Sale Estimate to Customer Workflow
- Go to Sales -> Orders -> Estimates, and Click on 'Estimates' to continue.
- Generate new estimates.
- Choose a customer, select the sales team, select products, modify the quantity, and apply discounts per your preference.
- Click 'Send by Email' to email the document, then use the settings icon to print the estimated order as a PDF.
- Confirm the estimate, then approve it and create a quotation.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Sales
Navigate to Sales -> Orders -> Estimates and click 'Estimates' to proceed.
Estimates
Sales estimates are displayed in the list view.
Create New Estimate
Select a customer, choose a sales team, select products, adjust quantity, and apply discounts based on preference.
Create a Purchase Order Popup
Upon clicking 'Send by Email', a popup shows; click the send button to dispatch the email.
Download PDF
After sending the email, display the 'Estimate Sent' status, click the settings icon, and select 'Print Estimate Order' to save the PDF.
PDF View
The sales estimate is available for viewing as a PDF.
Confirmed Status
After confirming, the sales estimate changes to confirmed status; then click the approve button.
Approved Status
Click the approve button to set the sales estimate to approved status, then select 'Create a Quotation'.
Sales Quotations
Link the sales quotation reference to the created sales estimate, then click 'Quotation'.
Quotation
Quotation successfully created based on the estimate.
Other Info Tab
Navigate to the Other Info tab and view the source document in the Tracking section.
Done Status
After validating the order, indicate the 'Done' status.
Kanban
View sales estimates in Kanban format.
Graph
Bar chart view of sales estimates.
Graph View
Line chart view of sales estimates.
Pie Chart
Graphical representation of sales estimates in a pie chart.
Calendar View
Sales estimates are presented in a calendar view.
Activity View
Overview of sales estimates in activity.
Send an email for details and check the attachment for additional estimate information.
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Weblytic Labs - Your one-stop solution
Thank you for exploring our Odoo App. We are committed to continuous improvement to enhance your
experience.
Should you encounter any issues or have feature requests for our Odoo App, please don't hesitate
to contact us at
support@weblyticlabs.com
We eagerly await your notification!
Must Have Apps
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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