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Create Sales Estimates from Project Task

by
Odoo

$ 66.27

v 19.0 Third Party
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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:

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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 1369
Technical Name create_estimate_project_task
LicenseSee License tab
Websitehttp://www.probuse.com 
Odoo Proprietary License v1.0

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