odoo-addon-spreadsheet-quotation 18.0.1.0.0.5

Use spreadsheets as quotation calculators linked to sale order templates

Spreadsheet Quotation Calculator

This module allows linking spreadsheet calculators to quotation templates in Odoo. When a sale order is created from a template that has a calculator, a copy of the spreadsheet is automatically assigned to the order with a pre-configured global filter so the ODOO.LIST formulas display only that order’s lines.

The spreadsheet calculator is built on top of spreadsheet_oca and uses ODOO.LIST formulas to display sale order line data (product, quantity, unit price, etc.). Users can add custom formulas, calculations, and charts to build complex pricing logic.

A Field Sync side panel lets users map spreadsheet columns to sale order line fields. This column-based approach is more intuitive than cell-by-cell mapping and makes it easy to push calculated values back to the sale order.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Usage

Setting up a quotation calculator

1. Go to **Sales > Configuration > Quotation Templates**.
2. Open or create a quotation template.
3. Click **Create Calculator** next to the "Quotation Calculator" field.
4. A wizard will open; set a name and number of initial rows, then click
   **Create Calculator**.
5. The spreadsheet editor opens with a pre-configured list of
   ``sale.order.line`` fields.
6. Customize the spreadsheet: add formulas, charts, or extra columns as
   needed.
7. Save the spreadsheet.

Using the calculator on a sale order

1. Create a new quotation and select the template that has a calculator.

2. A Calculator smart button appears on the sale order form.

3. Click it to open the spreadsheet filtered to the current order’s lines.

4. Edit values in the spreadsheet.

5. Use File > Field Sync to map columns to sale order line fields.

6. Save the spreadsheet from the editor.

Syncing values back to the order

After configuring field sync mappings in the spreadsheet, the mapped
column values can be pushed to the corresponding sale order line fields
when saving the spreadsheet or from the sale order form.

Step-by-step guide
~~~~~~~~~~~~~~~~~~

[1. Add quotation templates in settings](image1.png)
[2. Create a new template & create a calculator](image2.png)
[3. Map Sync fields > columns to fields](image3.png)
[4. Save template > create a quotation from template and open calculator](image4.png)
[5. add new lines to the calculator, save and sync](image5.png)
[6. Add new products if any](image6.png)
[7. Quotation updated!!!](image7.png)

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Cloud Lotus

Contributors

• OCA Contributors

• Cloud Lotus

  • Cifuentes Roberto

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/spreadsheet project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.