• Sales Estimation
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  • About Module


    Currently in odoo estimation feature not available. This module allows you to create sales estimation. You can filter and group by estimation with a salesperson, customer & custom dates. Also, you can print the estimation.





    Features


    • 1) Easy to create odoo sale order from estimation.
    • 2) You can filter and group by estimation with a salesperson, customer & custom dates.
    • 3) You can print sales estimation.
    • 4) Easy to find a quotation from estimation and estimation from the quotation.
    • 5) Easy to find a sale order from estimation and estimation from the sale order.
    • 6) Easy to analyze estimations in sales analysis.
    • 7) No special configuration required, install it, use it.
    • 8) This module saves your important time.
    • 9) It reduces human efforts.

    Versions


    • v13.0
    • v12.0
    • v11.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_sale_estimate’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_sale_estimate’.

    7) Click on ‘Install’ to install it.

    Workflow


    In "Orders" go to estimations.

    You can create sale order and quotations and can see that from smart buttons.

    Click the smart button to see that.

    You can filter estimation easily.

    You can group by estimation with customer, salesperson & custom dates.

    In the quotation, the estimation reference field added.

    The estimation pivot view looks like below.

    The estimation in the print report looks like below.

    The estimation field in the quotation print report looks like below.

    The estimation field in the sale order print report looks like below.

    Support

    You will get free support and assistance in case of any issues