Community mailing list archives

Re: question about MRP and quotes for large projects (hotels, hospitals etc)

Elico Corporation, Eric Caudal
- 06/03/2016 02:44:19
We adopted the same approach for the business requirements (BR) modules: a project starts when the customer has the request (=when the opportunity is created).

With BR modules you have the following features:
* You can assign a project to the opportunity and generate/update the quote based on the BR you have in the project. It is easy to use during the quotation process without extra products.
* you can create template deliverable products with expected resources to prefill your business requirements
* You can have an estimation pricelist at project level which can be used to estimate the sales revenue of resources and provide the total to the deliverable

Eric Caudal [Founder and CEO]
Skype: elico.corp. Phone: + 86 186 2136 1670 (Cell), + 86 21 6211 8017/27/37 (Office)
Elico Shanghai (Hong Kong/Shenzhen/Singapore) Odoo Gold Partner, best Odoo Partner 2014 for APAC
On 06/03/2016 02:27 PM, Mozetič wrote:
To simplify: project management workflow is used between the normal CRM and Sales workflows. The project conceptual stage is actually the stage when we do quotations, the initiation stage starts when the quotation is accepted, etc...