Create Sales Estimates from Project Task

by
Odoo

$ 61.67

v 16.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
• Sales (sale_management)
• Invoicing (account)
Community Apps Dependencies
Lines of code 1326
Technical Name create_estimate_project_task
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 15.0 14.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
• Sales (sale_management)
• Invoicing (account)
Community Apps Dependencies
Lines of code 1326
Technical Name create_estimate_project_task
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 15.0 14.0 16.0

Create Sales Estimates from Project Task (Odoo Standard)

Customer Sale Estimates from Project Task Form

Estimate from Project Task Odoo App

This app allows the project manager to create sales estimates from the project task form view of Odoo standards.
Please note that your project manager should have sales person access level to create estimates.

Main Features:

  • Allow your project manager to create sales estimate from project task form of odoo standards as shown.
  • The system will create sales estimates from the project task form without estimate lines, estimate lines should add manually as shown after creating the draft estimate.
  • Configuration on task stage form of Odoo standard to visible estimate button on task form so on that particular stage that estimate button will visible.
  • Please note that the system will not allow you to create estimates if the customer is not set on the project or parent task.
  • For more details please check the video and check the below screenshots.

Edition Compatibility:


Enterprise Odoo.sh Community

Example 1

Create Estimate Button on Project Task Form view (Odoo Standard):

Created Estimate Button Opens the Sale Estimates Form view in Edit Mode without Estimate Lines:

Sales Estimate Lines should add Manually as shown below:

Estimates Smart Button on Project Task Form View (Odoo Standard):

Estimate Smart Button shows List View of Created Estimates from Project Task:

Example 2

Create Estimate Button on Project Task Form view (Odoo Standard):

Created Estimate Button Opens the Sale Estimates Form view in Edit Mode without Estimate Lines:

Estimate Lines should add Manually as shown below:

Estimates Smart Button on Project Task Form View (Odoo Standard):

Estimate Smart Button shows List View of Created Estimates from Project Task:

Project Task Field Added on Sale Estimate Form View:

Project Task Field in Group by of Sale Estimates:

Project Task Field Added in Search in of Sale Estimates:

Project Task Field Added on PDF Report of Sales Estimate:

Field Allow Estimation is added on Task Stages Form View(Odoo Standard):

Note: Estimate is Created from Task in Particular Stage for which Allow Estimation is Tick.

When Customer is not Set on Project Task then System Shows Error as shown Below:

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

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  • Odoo Customization

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  • Odoo Migration

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  • Odoo Training

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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).

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by depending on it, importing it and using its resources), but without copying
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or modified copies of the Software.

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