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Sales Estimate from Job Cost Sheet in odoo

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Required Apps Discuss (mail)
Inventory (stock)
Invoicing (account)
Project (project)
Sales (sale_management)
Purchase (purchase)
Employees (hr)
Attendances (hr_attendance)
Community Apps Dependencies bi_job_cost_estimate_customer
bi_material_purchase_requisitions
bi_odoo_job_costing_management
bi_subtask
Technical Name bi_job_cost_and_estimate_relation
License OPL-1
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Technical Name bi_job_cost_and_estimate_relation
License OPL-1

Introduction

This module streamlines the process of generating sales estimates directly from job cost sheets within Odoo. It is designed for businesses managing cost breakdowns such as materials, labor, and overhead—enabling them to transform job cost data into clear, customer-ready quotations efficiently.

Key Features

  • Create sales estimates directly from detailed job cost sheets.

  • Include cost breakdowns—material, labor, and overhead—in generated estimates.

  • Support for project- or analytic account-based job costing workflows.

  • Enable teams to use job cost data as a foundation for accurate client quotations.

Benefits

  • Efficiency gain: Reduces time and manual effort in converting cost sheets into sales estimates.

  • Enhanced accuracy: Ensures estimates reflect precise cost breakdowns, reducing errors.

  • Improved customer communication: Delivers structured and transparent quotations based on actual cost data.

  • Better financial control: Aligns project costing and sales quoting for streamlined operations.

Compatibility & Technical Details

  • Technical Name: bi_job_cost_and_estimate_relation.

  • Dependencies: Works with core Odoo components including Project or analytic accounting, Sales, Invoicing, and cost tracking modules.

  • License: Odoo Proprietary License (OPL-1) governs usage, distribution, and support.

  • Installation: Install as a regular module within Odoo; ensure cost-related apps and sales components are active to use the estimating feature.

  • Support & Updates: Ongoing support and updates are provided under the module’s license terms and follow standard Odoo module maintenance processes.

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.