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How to Quote Custom Products in Odoo Without a Full BOM?

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This question has been flagged
manufacturingproductbusinessv17odoo17
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Liam Heywood

Hello all,

I am working with a business that specializes in custom clothing, particularly workwear. By "custom," I mean incorporating branding and other personalized elements.

Current Process: Currently, when I provide a quote, about one-third of the products proceed to production without further modification. However, we often need to adjust details like logo sizes or T-shirt colors (totaly understandable). Our current process involves manually determining materials, accounting for manufacturing costs, and adding a safeguard percentage. This is all done using Excel, as we haven't found software that meets our needs.

Challenges: Since these products are unique and have never been produced before, our cost estimates are rough, aimed at ensuring a good profit margin. The challenge is how to calculate all these costs in Odoo without creating a complete Bill of Materials (BOM) and production-ready product details until an order is confirmed. Essentially, I want to stay on the quote page and avoid dealing with BOMs and other specifics that might change later. (Could be totaly scrapped to)

Desired Solution: A colleague shared an image that seems to represent what we're looking for. The "SPECSPEC" line is what the customer will see, and the other columns summarize details for the four underlying products only visible internaly.

Objective: The goal is to significantly reduce the time spent creating quotes.

I hope this explanation is clear. Your feedback and any assistance would be greatly appreciated.

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Liam Heywood
Author

Hey I understand if this blob of text is quite daunting. But I really need help on this.

Liam Heywood
Author

So the solution is still make quotes on Excel and only put order confirmations when all the products are created onto Odoo?

Avatar
Lars Aam
Best Answer

Don't think you can avoid creating a BOM at some point. The cost is related to the product used in manufacturing.  Two tips:

Use Variants. (Odoo often use production of T-shirts in demo). 

https://www.odoo.com/documentation/17.0/applications/sales/sales/products_prices/products/variants.html

Engineer to order.  But this is more complex process and event more time consuming:

https://www.youtube.com/watch?v=fix2LGkv13c


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Ray Carnes (ray)
Best Answer

This sounds like a good fit for the Quotation Calculator in Odoo 18.0


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Liam Heywood
Author

Love this functionality very impressive.
I am trying to figure out how this would help in my situation. I think we are getting there
I want be able to use other products cost to calculate the cost of a personalised t-shirt for example.
Ex:
A base t-shirt cost 10€
The printed logo cost 1€
Labor as a product to keep it simple cost 1.5€
Add it up 12.5€
Insert that as the cost to be able to calculate a selling price with a good margin
This process can be done multiple times on the same quotation.
This is to save time creating quotes, as we can do multiple changes to the product before going into production.
When the product is validated by the client, we will create the product with a bom, so he can reorder without going through this process again...

Appreciate all the help
Thanks

Avatar
RAFAEL EDUARDO VILLEGAS
Best Answer

You could try by working with projects instead of production/manufacturing. Working with projects you could try costing by hours, but if you want a really detailled reports on labor costs or purchase costs, manufacturing and BoMs  are the way. 

One way could be creating a product called "Modifications" or something like that, which you will adjust to what your client needs. You could create a BoM that is a general as your service is, this means contains all possible materials, and you could use something like base quantities.Then when you are going to  invoice the product, you would manually indicate the quantities used. This way you keep the record and costs of what was used for the adjustment.


I hope I made myself clear, and helped in some way. 

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