Skip to Content
Odoo Menu
  • Prijavi
  • Try it free
  • Aplikacije
    Finance
    • Knjigovodstvo
    • Obračun
    • Stroški
    • Spreadsheet (BI)
    • Dokumenti
    • Podpisovanje
    Prodaja
    • CRM
    • Prodaja
    • POS Shop
    • POS Restaurant
    • Naročnine
    • Najem
    Spletne strani
    • Website Builder
    • Spletna trgovina
    • Blog
    • Forum
    • Pogovor v živo
    • eUčenje
    Dobavna veriga
    • Zaloga
    • Proizvodnja
    • PLM
    • Nabava
    • Vzdrževanje
    • Kakovost
    Kadri
    • Kadri
    • Kadrovanje
    • Odsotnost
    • Ocenjevanja
    • Priporočila
    • Vozni park
    Marketing
    • Družbeno Trženje
    • Email Marketing
    • SMS Marketing
    • Dogodki
    • Avtomatizacija trženja
    • Ankete
    Storitve
    • Projekt
    • Časovnice
    • Storitve na terenu
    • Služba za pomoč
    • Načrtovanje
    • Termini
    Produktivnost
    • Razprave
    • Odobritve
    • IoT
    • Voip
    • Znanje
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industrije
    Trgovina na drobno
    • Book Store
    • Trgovina z oblačili
    • Trgovina s pohištvom
    • Grocery Store
    • Trgovina s strojno opremo računalnikov
    • Trgovina z igračami
    Food & Hospitality
    • Bar and Pub
    • Restavracija
    • Hitra hrana
    • Guest House
    • Beverage Distributor
    • Hotel
    Nepremičnine
    • Real Estate Agency
    • Arhitekturno podjetje
    • Gradbeništvo
    • Estate Management
    • Vrtnarjenje
    • Združenje lastnikov nepremičnin
    Svetovanje
    • Računovodsko podjetje
    • Odoo Partner
    • Marketinška agencija
    • Law firm
    • Pridobivanje talentov
    • Audit & Certification
    Proizvodnja
    • Tekstil
    • Metal
    • Pohištvo
    • Hrana
    • Brewery
    • Poslovna darila
    Health & Fitness
    • Športni klub
    • Trgovina z očali
    • Fitnes center
    • Wellness Practitioners
    • Lekarna
    • Frizerski salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Sistemi sončne energije
    • Izdelovalec čevljev
    • Čistilne storitve
    • HVAC Services
    Ostali
    • Neprofitna organizacija
    • Agencija za okolje
    • Najem oglasnih panojev
    • Fotografija
    • Najem koles
    • Prodajalec programske opreme
    Browse all Industries
  • Skupnost
    Learn
    • Tutorials
    • Dokumentacija
    • Certifikati
    • Šolanje
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Prenesi
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Dogodki
    • Prevodi
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Sklici kupca
    • Podpora
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Določanje cen
  • Pomoč

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Knjigovodstvo
  • Zaloga
  • PoS
  • Projekt
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
Pomoč

How do I configure the Spreadsheet quote calculator?

Naroči se

Get notified when there's activity on this post

This question has been flagged
salesquotesheetcalculator
1 Odgovori
10295 Prikazi
Avatar
Community Question

This new feature was announced as part of Odoo 18.0, the idea is that you can click on a button at the top of the Quotation:

Then when you are done, you can push the calculation back:


How can I learn more about how this works?


The release notes state "Link a spreadsheet template to a quotation template and access your calculator from a sales order. Calculated values in the spreadsheet can overwrite the initial values in the sale order."


0
Avatar
Opusti
Avatar
Ray Carnes (ray)
Best Answer

So far (we don't have documentation yet!) we have two main resources:

A recorded presentation from Odoo Experience


The commit where we describe the feature a little

Purpose -  In several businesses, it might be cumbersome to properly calculate a quote (define an appropriate quantity, price, etc). The goal of this task is to allow user to easily access a spreadsheet (blank or preconfigured) to do those calculations.

Specification - From a quotation template, you can create a spreadsheet calculator template. At creation, a list of sale order lines is inserted with a global filter allowing to filter the lines according to their quotation. 

You can add "Field sync" rules on any cell (right click on a cell) to update one field of one order line in the list (readonly fields are excluded). 

Then, when you create a quotation from the quotation template, you can open the spreadsheet calculator. It creates a copy of the spreadsheet (allowing you to play around values etc.) and adds a global filter to filter the sale order lines from the quotation. 

From this spreadsheet, by clicking on "Save in SO00XX", it reads the values in cells with a "Field sync" rules and updates the quotation lines with those values. 

This allows to create very specific flows with any arbitrary computations to compute any values in sale order lines, based on any data, from the spreadsheet itself or from the database by inserting other data sources in the spreadsheet template, for example, employee planning, products, stock, etc.

This great power and flexibility comes with limitation about how generic it can be. It's expected to hardcode product names or ids in formulas in order to match order lines. Hardcoded names are of course not robust to different languages, ids are robust to that but are less friendly and are not cross-db compatible. Each spreadsheet calculator template must be built specifically for every use case and every database.

12
Avatar
Opusti
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Prijavi
Related Posts Odgovori Prikazi Aktivnost
Quote with alternative products Version Enterprise 19
sales quote alternative
Avatar
Avatar
Avatar
Avatar
Avatar
6
okt. 25
1081
Multi language product documents
sales documentation quote
Avatar
Avatar
2
sep. 25
1164
Attach Spreadsheet from Quote Calculator to Quotation as separate page within the pdf
quote Quotes calculator
Avatar
0
nov. 25
1447
Manually give sales order reference or edit automatically given one Solved
sales quote order
Avatar
Avatar
1
jan. 25
12802
Has the html quote builder disappeared in Odoo 17 ?
sales quote builder
Avatar
0
avg. 24
1997
Community
  • Tutorials
  • Dokumentacija
  • Forum
Open Source
  • Prenesi
  • Github
  • Runbot
  • Prevodi
Services
  • Odoo.sh Hosting
  • Podpora
  • Nadgradnja
  • Custom Developments
  • Izobraževanje
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Sredstva blagovne znamke
  • Kontakt
  • Zaposlitve
  • Dogodki
  • Podcast
  • Blog
  • Stranke
  • Pravno • Zasebnost
  • Varnost
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now