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.
- 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.